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Luke Kawa
Posts
Applied Digital surges after announcing $7.5 billion data center lease contract with its third hyperscaler client
“More than 50% of total contracted revenue is now backed by investment-grade customers,” per the press release.
Avis’ announcement of Q1 earnings next week may portend an imminent share offering
It’s kind of the thing you’re supposed to do.
ASML drops after TSMC delays adoption of its newest chip-making machines until 2029
ASML’s new cutting edge tech is “very, very expensive.”
Poet Technologies surges as CFO confirms purchase order from Marvell, calls short sellers “maggots”
You may have known this already, since December, but hey.
4 charts that show the speculative boom is back on
We’re so back.
Hedge funds are following retail traders into the Magnificent 7
Follow the leader.
POET Technologies surges above $10 for first time in 4 years amid explosion in call volumes
As of 11:12 a.m. ET, more than 10 calls have changed hands for every put.
The parabolic surge in Avis reached new heights, with shares halted for volatility
More motivated buyers than motivated sellers.
Amazon to invest up to $25 billion more in Anthropic; Claude developer to spend more than $100 billion on AWS AI technology
This is the latest edition of a frenetic dash for AI compute to power Claude, which is undergoing some problems of success.
The stock market makes just as much sense as it usually does right now
Does the stock market make sense right now? I don’t know. But it doesn’t not make sense.