To get an idea what is happening now in tech/AI/datacenter build outs, have a listen to the $DT QnA at the recent UBS conference. https://web.quartr.com/companies/6311/events/258619?targetTime=0.0Read More

The columns below represent the performance data of the semis ($SMH, first column) vs the $SPY. Over the past week the semis have nearly 4x’d the S&P but has underperformed on nearly every other time frame aside from YTD, indicating the vast majority of the gains were enjoyed in the first few months of 2024.Semi...Read More

First order of business: $CRDOCredo Technology Group target raised to $75 at TD Cowen  (47.80) TD Cowen raises their CRDO tgt to $75 from $45. Analyst Joshua Buchalter offered, “A strong set of results and stronger guide drove shares up >30% after hours as Credo likely cleared even the highest of bars set by investors…and by the stock...Read More

Brand new European based hyperscaler Nebius ($NBIS), founded by the once upon a time founder of Russian search engine Yandex, Arkady Volozh, caught fire today thanks to an investment of $700, which included $NVDA as an investor.AI infrastructure firm Nebius Group on Monday said it was raising $700 million in a private placement from investors including Nvidia ,...Read More

The abbreviated session after Thanksgiving is often a ripper, except for the instances when retail sales are front and center. Although important, retail sales isn’t what is driving this market fervor, as evidenced by the fact that no one really cares about Amazon’s or Dell’s retail business anymore, only datacenters.It was a grandiose month of...Read More