Posts
Anthropic Files to Go Public, Setting Stage for Huge I.P.O.
Dell Just Proved the AI Server Trade Is Still Alive. HPE Reports Tonight. - DD
Dell dropped a monster print that showed AI server demand is still running hot, not cooling off. Stock ripped, guidance moved higher, and it forced people to reprice how much real money is still flowing into the “boring” hardware side of AI infrastructure[.](https://imgur.com/a/IOj0aXx) Now Hewlett Packard Enterprise reports tonight. The …
Eaton (ETN) - The unseen datacenter power infrastructure play the market is too regarded to appreciate
Eaton (ETN) is the highest upside datacenter power infrastructure play in the market and the sell-side dweebs are too regarded to appreciate the massive transformation already underway. ***Investment Thesis:*** Eaton is the most complete AI power infrastructure franchise in the publicly listed universe - they are the only US-headquartered company …
$24K GTLB YOLO
I don’t know what they do. Science labs? Crayons?
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$GDYN Positioning For 100% Move
Yeah, this has shown some significant movement already but there's a lot about these charts that suggests it's only the beginning of a long continuation. If you're looking for cheap squeeze-bait, this isn't it. But it appears to be setting up for a real regime-shift that's going to provide opportunities …
AI giant Anthropic plans to list on US stock market
President claims “Talks are continuing at rapid pace with Iran” hours after it was reported talks were halted
Schrödinger War
CORZ DD: to the moon this August?
Did a lot of research and hoping to share the DD so others can jump on this bandwagon and either confirm or stress test this research. Bought a call option on this and wish I bought more! Our strategy intentionally ignored standard retail hype and instead focused on the structural …