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Our team is so cracked Jeremie, Nick, Doug, Wei put out a banger piece on OpenAI's Abeline Texas Stargate delay 2 weeks ago We called the -11.5% move in $ORCL stock today We also called out the $CRWV miss before earnings 2 minutes high alpha notes, DC model Sales@semianalysis.com https://t.co/KhHQNN0FcK