Jenna Ortega Wears Dress Made from Steel Rods to โKlara and the Sunโ Screening, Says Itโs โFitting with the Filmโ (Exclusive) https://t.co/IH4q0keiqq
CHART OF THE DAY: LNG prices rise to a 4-year high, above $30 per mBtu. To put it into context, US/Canadian nat gas prices remain at ~$3 per mBtu. The American heavy industry (particularly chemical/fertilizer) is enjoying a huge feedstock cost advantage.
The short sellers' best friend, credit default swaps. Nothing gets a reporter's attention like a lot of CDS buying. Then the reporters can sink their teeth into the wounded-by-cds prey!!
You can always tell a weak group when some company in its cohort you never heard of, Elice, flops in its Korean IPO and it brings down the stocks of other companies simply because it was a terrible deal...
Potential Nscale deal with Anthropic for that giant Monarch West Virginia campus could be the savior this group needs. Huge numbers and Caterpillar turbines hooked up to nat gas hubs...
Here's the issue: Coreweave has no innate defense. There can't be a buyback or a dividend. There could be a debt buyback arbitrage i guess. But no matter what Michael Intrator: CANCEL YOUR SELLING
So Gartner's Lovelock will take a big swipe at data centers, beware, after that could be smooth sailing. But wait until hoe vociferous he is before you buy your next quarter