It all comes together eventually. Never quit — and never mistake a momentary loss for a final one. If everything came easy, you'd have no story, and the reward wouldn't mean half as much. Tune out the noise. Believe in yourself. Forgive yourself, always. And enjoy the ride.
$DRAM as everyone's celebrating today's 16% day. All I see is a dead cat bounce back to 55.23 which we see here after hours followed by another pullback to 36.5-40.
$ES_F Reclaimed 7363 and pushed back to FOMC highs here and key resistance at 7488. Let's see how market acts overnight. If this is another one of those dead cat bounces we can reject here and start to make the move back to 7363,7285,7215,7083(Massive Support)
GOOGLE BACKS ANTHROPIC’S TEXAS AI CAMPUS
Nexus Data Centers is in advanced talks for $15B in financing led by Morgan Stanley to build a 1.6GW campus and natural-gas power plant in Hubbard, Texas.
Anthropic has signed four data-center leases and corresponding power-purchase agreements. Google would guarantee billions of dollars in lease and power obligations if Anthropic defaults and is expected to receive roughly a 20% equity stake in the project.
The campus would use Google TPUs co-designed with Broadcom, with the chips financed separately through a vendor-financing agreement between Anthropic and Broadcom. The financing package includes a $14B bridge loan and a revolving credit facility.
Source: WSJ
When money start's flowing into Software it's normally due to the weakness in chips. When chips start getting bought money comes out of software names. It's been the case all year.
$CRWD could be a very nice upside trade tomorrow if 184.6 can break. Could potentially see 195 if Cyber and Cloud names get going. Personally watching it for tomorrow.