Trying to understad the economics of CoreWeave, Nebius and IREN beyond the obvious "AI demand is exploding" since Reuters recently compared the neocloud buildout to the alternative telecom companies of the late 1990s. The internet bulls were ultimately right. Internet …
It’s really hard to get an honest opinion in the Nvidia Stock subreddit so I thought I’d ask here. The PE looks pretty awesome at these levels, great profit margins and very low debt. My concern is them investing in …
The news kept saying market pricing reflects an **85%–90% probability** of a 25 basis point rate hike at this week's Federal Open Market Committee (FOMC) meeting. so if there is an actual rate hike, it won't go down more as …
Africa might be the last growth frontier, and the risks are commensurate with the opportunities. So, if you enjoy sipping your caramel latte and chewing your ready-made quesadilla, this probably isn't your cup of tea. Keep scrolling! But if you …
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For those that are interested in PSKY - WBD merger arbitrage, absent a legal settlement, I expect Paramount to win at the trial on lack of evidence of a probable antitrust injury. Most of the coverage on this merger has …
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