@zerohedge Let me get this straight……. Friday was a ‘meltdown’, yet in reality we are back to last Monday’s prices??? Not really a meltdown. Get a grip.
@DarioCpx We can only hope….id love nothing more than the insanity to get humbled and the zombie companies to go under and 0dte gamma squeeze crowd to learn an expensive lesson
@unusual_whales Love how after the melt turn today all these people gone out saying how safe semis are. Little girls. We are only back to last weeks levels. The mkt doesn’t have to go up every day. Chill out
Cerebras IPO was two weeks ago. Opened at what??? $360 where retail was able to buy / pile in as CNBC glowed about the deal. How come I don’t hear about it anymore????
@rdd147 Couldn’t be happier than to see the scum bags at Blackrock lose money on a trade!!! They push their own agenda at our expense every chance they get including the close ties to that other scum bag klaus Schwab
@zerohedge Only moved risk to investors. Protects hyoerscalers to do more of these deals as they have zero risk. I hate it but it’s pretty smart. Move all risk yo the banks who sponsor or to investors in The SPV (which even if it fails, moves that risk to years away)
@zerohedge If musk’s ai was grueling as he says, wouldn’t he need all the compute he is now renting out??? Something doesn’t add up to the ‘insatiable demand’ claims
@Cernovich Indictments? Thus isn’t Russia or Britain dude. Distasteful, sure. But it’s not illegal. You don’t like it, vote better people into office who will fight for America first.
@FBIDirectorKash Great job Kash. Keep it up! This is what we voted for. Too bad Dan quit as he was so much talk — thought he would be more helpful isn’t of folding.
@FirstSquawk That is the American way. Countless companies over recent decades have you hire and train your replacements…once they are good enough, the older, more highly paid individual is replaced with the cheaper, younger new talent. I’ve seen this movie many times. AI is no different