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No settled calls yet — credibility updates as call horizons resolve.
$285A is also about 6% higher. Again, this stock has been remarkable in absorbing all the sell flow from Bain's exit.
Everyone wanted to buy $NBIS at 290, yet at 190 everyone is scared. Markets never change.
$0660 is up 8% today (as of now, the spread between $SKHY and $0660 is at about ~35%).
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
$285A is also about 6% higher. Again, this stock has been remarkable in absorbing all the sell flow from Bain's exit.
it is illogical for neos to sell off on this.
$0660 is up 8% today (as of now, the spread between $SKHY and $0660 is at about ~35%).
$SKHY trades at a 30% premium. There is no "arb" because $SKHY and $0660 trades in their own separate pools.
$SKHY trades at a 30% premium. There is no "arb" because $SKHY and $0660 trades in their own separate pools.
It was only yesterday that $SKHY / $0660 was getting decimated in markets on any news (good, bad). Markets can turn on a dime.
Today we have neoclouds and $NBIS down on NY banning DCs for 1 year - a state that doesnt have any DCs.
It was only yesterday that $SKHY / $0660 was getting decimated in markets on any news (good, bad). Markets can turn on a dime.
Today we have neoclouds and $NBIS down on NY banning DCs for 1 year - a state that doesnt have any DCs.
At some point, fundamentals will take over.
can you imagine a life without CC? Or Codex?
$SKHY will trade at a premium to $0660, this is similar to $TSMC and $2330 - for TSMC, 20% of the float is on the US, for $SKHY, just 2.5%.
$SKHY will trade at a premium to $0660, this is similar to $TSMC and $2330 - for TSMC, 20% of the float is on the US, for $SKHY, just 2.5%.
$SKHY now trades at a ~15% premium to the $0660 (implied via the EUR prices)
Second order wise, i would expect 0660 to also trade firmer on Monday itself, ceteris paribus.
$SKHY now trades at a ~15% premium to the $0660 (implied via the EUR prices)
Second order wise, i would expect 0660 to also trade firmer on Monday itself, ceteris paribus.
i would expect this to be bullish for $SKHY into the ADR itself.
i would expect this to be bullish for $SKHY into the ADR itself
i would expect 0660 to also trade firmer on Monday itself, ceteris paribus.
After taking profits on my $PENG position, i have also added exposure in $ORCL.
This is massively bullish for semis and a big bold bet for META.
This is massively bullish for semis and a big bold bet for META.
$META staged a strong reversal in its price action. Notably, despite announcing implied higher capex needs - markets are thrilled that Zuck is now starting to monetize - pushing ahead out in the model training race.
Are neoclouds competitors? NO. Neoclouds are the likely suppliers of this compute to Zuck.
Besides neos, the other sector that i see strength in is memory pooling. I continue to think that memory remains afflicted by overly thick positioning.
most levered players have probably been flushed out. The most recent drawdown has approached 20% - this would have wiped out 5x levered players.
No reach data yet.
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