Anduril wins a U.S. Army contract worth up to $20B.
The deal covers its AI-enabled Lattice platform along with integrated hardware, data infrastructure and technical support services for current and future defense systems.
NQ | Loss
I liked the draw on price, but the reversal itself wasn’t the cleanest. Because of that I waited for a 15m gap confirmation before getting involved. With the H4 PSP there as well, I felt like it was a decent enough setup, especially since YM was reversing at the same time I took the trade.
Saudi Aramco is urgently evaluating options to increase crude exports through its Red Sea terminal in Yanbu in order to bypass the effectively shut Strait of Hormuz, per Reuters. The company has already requested that Asian buyers and shipping partners redirect cargo loadings to Yanbu.
BREAKING: Blackstone is launching a publicly traded fund for buying data centers.
The fund will allow millions of retail investors to gain exposure to the AI data center boom.
Unfortunately, I had to leave Dubai for Europe a week ago — so I’m not only missing the free fireworks from Iran, but also exposing myself to greater risk. Given Europe’s crime rates, Dubai is statistically safer even with missiles flying. Can’t wait to be back.
This Ex-OpenAI researcher turned $3B fund manager went 22% port $BE and 12% port $LITE in Q4.
$LITE is up 459% while $BE is up 200% in last 6 months with insane YTD too.
What a SAVAGE trade on the solutions to two of AI's biggest constraints.
Copper & Electricity.