DeepSeek is 90% cheaper than frontier lab models.
They have access to China memory.
Their models are impressive.
And, Anthropic is scaring engineers away from building on their stack.
Itβs so easy to swap out these LLMs in your harness too.
Probably a good idea to do secondary sales before you are in a lock-up.
This is getting ridiculous.
We posted this report last week.
Since then, Transocean has announced over $500,000,000 in new drilling contracts.
$RIG has now risen 17% since our post.
It's been just 10 days.
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https://t.co/HxO3zLpoDk
This is getting ridiculous.
We posted this report last week.
Since then, Transocean has announced over $500,000,000 in new drilling contracts.
$RIG has now risen 17% since our post.
It's been just 10 days.
π’οΈ Offshore drilling stocks are starting to catch a bid!
$RIG is attempting to break out of a multi-month consolidation pattern after being featured in our SetYourStop reports, most recently last night. β³
$NET - Bullish options positioning highlighted a tradable low in our October 20 SetYourStop report. β
Since then, shares have rebounded sharply and are now approaching overhead resistance, with additional bullish positioning emerging. β³
Before and after charts below. π
π’οΈ Offshore drilling stocks are starting to catch a bid!
$RIG is attempting to break out of a multi-month consolidation pattern after being featured in our SetYourStop reports, most recently last night. β³
U.S. S&P GLOBAL OCTOBER FLASH COMPOSITE PMI AT 57.6 (VS 58.4 IN SEPTEMBER)
U.S. S&P GLOBAL OCTOBER FLASH SERVICES PMI AT 57.9 (FORECAST 58.0)
U.S. S&P GLOBAL OCTOBER FLASH MANUFACTURING PMI AT 56.0 (FORECAST 55.5)
π $WSP.TO is sharply higher after Keith Richards @ValueTrend featured it as one of our top picks on BNN Market Call!
Shares have cleared short-term resistance, with momentum improving.
We're letting it settle before adding another leg or reassessing. β³