JUST IN: Citrini Research advises clients to cover $NBIS short position and to go short $IREN instead.
"One quick swap we are making is $IREN for $NBIS on the short leg of the neocloud pair mostly to derisk on earnings (IREN announced and popped harder than the sector today, NBIS earnings is next week). IREN is also more stretched in balance sheet, which matters since financing reflexivity is a huge part of this."
JUST IN: BIPARTISAN SENATE BILL COULD FAST-TRACK AI DATA CENTER EXPANSION AND POWER INFRASTRUCTURE, POTENTIALLY EASING MAJOR DEVELOPMENT BOTTLENECKS; VOTE POSSIBLE AS EARLY AS NEXT WEEK — THE VERGE
JUST IN: WSJ reports that Anthropic investors are pushing for a valuation closer to $1.5 Trillion. It's pre-ipo perpetual still implies a valuation around $1.75 trillion
JUST IN: A newly opened wallet just made a whopping $145 MILLION bet on rising oil prices.
- $55 million long crude.
- $90 million long Brent.
What do they know?