The benchmark revision resets every assumption entering the most consequential data week of the year.
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
IREN’s $9.7 Billion Proof of Concept
Microsoft accepted the first data center on Aug. 13. Now IREN has to show the revenue follows.
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and…
SPCX Is Down Today. November Is the Real Test.
Today's unlock is small. November's 1.3B-share Q3 tranche is the stress test that matters.
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s…
WOLF Has 47% Short Interest. Retail Is Buying Anyway.
Wolfspeed reports Q4 results on August 19 with a 932.81% borrow fee and a nine-day-old LITEON partnership. Here is who…
Google’s AI Reshuffle Is a TPU War
The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
Riot Platforms Just Became a Landlord
A $9.1 billion Anthropic lease and a 1 GW Corsicana LOI