Pretty green board this morning, but semis are doing most of the heavy lifting. $AMD is up 10.58%, $MU 6.59%, $INTC 5.89%, $NVDA 5.55%, and $AVGO 3.08%. Software is holding up pretty well too with $PLTR +4.74%, $PANW +2.51%, $CRWD +2.72%, and $ORCL +1.88%. $TSLA is up 4.91%, while $GOOG, $GOOGL, and $META are all green too. The weaker spots are more defensive today with $WMT, $PEP, $NFLX, and parts of healthcare red. So far this looks like a much cleaner risk on board, especially with semis and growth leading. Get 10% off your annual or monthly @unusual_whales plan and get access to live options flow, Market Tide, Periscope, GEX Heatmaps, screeners and more:

Pretty big deal for $ASST. SATA closed at $98 and all it took was for Bitcoin to cross $80,000. Better Bitcoin price = better credit = path back to par gets easier. Everything gets better in a Bitcoin bull market.

Pretty crazy fact: If Anthropic makes 85% aggregate gross margin on inference, and their API margin is only 92% as alleged by SemiAnalysis, *and* their subscriptions are still net positive… they are getting only 18% of revenue from subs, but still waste >50% of compute on them.