Potential Nscale deal with Anthropic for that giant Monarch West Virginia campus could be the savior this group needs. Huge numbers and Caterpillar turbines hooked up to nat gas hubs...
Jim Cramer
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I am not concerned about the Kenvue Tylenol lawsuits... Very hard to prove any sort of causation. This is NOT talc
Or the president could have the government take stakes in all of the neoclouds to "beat the Chinese"
Here's the issue: Coreweave has no innate defense. There can't be a buyback or a dividend. There could be a debt buyback arbitrage i guess. But no matter what Michael Intrator: CANCEL YOUR SELLING
Jeez, cleaned out the sellers nicely. Very strong
So Gartner's Lovelock will take a big swipe at data centers, beware, after that could be smooth sailing. But wait until hoe vociferous he is before you buy your next quarter
Tragic
@davidfaber Yep, Coreweave flat is what i feareed
If you want to buy the stocks that opened up way to high, maybe buy a 1/4 of what you wanted?
a tripartite conference over Ukraine without Ukraine (China, U.S. Russia) must not be allowed to occur
Let's hold this Ukraine-Russia conference in Munich and invite Benes because that's the Price of Peace
Nice SK Hynix rally developing
Extraordinary offer. Don't be so cynical as to dismiss it.
Right now i am shocked that the EU isn't just totally shutting down China with what will be a $1.2 trillion surplus given that it has become an export behemoth on the backs of the workers in the EU.
Still in it https://t.co/kMY4N8LGjY
go Birds!! https://t.co/TRGOjT5nGV
Go @eagles https://t.co/YtaUgSsMIY
Possible scenario. Margin clerks thought they could margin out the wayward hedge fund over the course of the day, but then oil spiked and they had to hustle to get the Data Center & Friends positions off their sheets
Maybe we clean out this blown up hedge fund and start fresh on Monday..
Oil and defense rallying... Negative
A combination of oil and, perhaps, a big hedge fund blowing up, is just making this one of the worst days of the year
SK Hynix still in charge
Apple: own it don't trade it
Brazil just gave KMB preliminary approval to close on the Kenvue deal! Here we go!
I think you will love this meeting!!!!
Non-club members
Micron bucking the SK Hynix curse for the first time....
This day is causing some false breakouts of higher yielding stocks.. Might be a good day to trim on the call
PRC certifies that, unlike social media, Huggies are safe to use. Still one more good thing: Kimberly. Will be talked about at the noon CNBC Investing Club talk.. Sign up!!!
Need to open big down and then crescendo of selling. don't know if you will get it
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