SpaceX: We don't want an 89% pop like with Cerebras. We want a 25-30% pop which would be a great start. People hang on to it and buy more. Not flip it. Which must be avoided..
Futures are indicating that the managers have the deal well in hand. The futures have been RIGHT about the deal's impact on the market so far.. We will know more later but do not think anything else matters right here... Stakes extremely high
Watch Oracle. It was a gigantic number when it came to backlog. Huge. So spending has to go up. (not a traditional levered-so-backlog spend as these are so hard to build.) BUT they can lay off what they need to lay off and the funding needs aren't outrageous. It doesn't have to be down big.
Today is a game of Sleuth. Do they really not need more buyers? do they have too many buyers? Do they have CONTROL of the deal? These will be answered by 3 p.m. today....