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I added $CRDO to my portfolio today. > Growing revenue over 100% > Pristine balance sheets > Founder led > Very strong margins > Very reasonably valued BUT Also very high customer concentration, so I’m sizing accordingly. I already own $ALAB for quite while but the risk/reward for $CRDO is just better right now IMO. Two best-in-class business and a very silly drawdown for $CRDO today. I’ll take it, thank you very much 👌

POV: You make $3.72 on a trade...

ORACLE SEEKS PROTECTION FROM DATA CENTER DELAYS $ORCL has issued a force majeure notice tied to Project Jupiter, the 2.45GW New Mexico data center that is part of the Stargate AI buildout, Bloomberg reports. Oracle is not trying to exit the project, but is seeking to delay payments if the site misses its planned 2028 opening. The project has faced permitting setbacks, including a six-month delay to a key gas pipeline. Its $18B construction debt is already trading below 90 cents on the dollar. Oracle says the project remains on schedule.

ClusterMAX 3.0 is here! ClusterMAX 3.0 debuts with a comprehensive review of the neocloud industry, covering 77 providers. We increase our market view to cover 323 providers, up from 209 in ClusterMAX 2.0, 169 in ClusterMAX 1.0, and 124 in the original AI Neocloud Playbook and Anatomy article. We have now interviewed well over 200 end users of neoclouds as part of this research. We update our itemized list of criteria across 10 categories, and update our direct descriptions of our expectations for Slurm, Kubernetes, Standalone Machines, Monitoring Dashboards, and Health Checks. All of this content is live on our website. We encourage providers to use these lists when developing their offerings. We still consider these lists as an amalgamation of our experience interviewing end users, making them representative of the features that end users expect from their cloud providers. Nebius joins CoreWeave in the Platinum tier. While CoreWeave still sets the technical bar for others to follow, Nebius is now established as a provider that consistently commands a premium pricing over others. Strong business decisions by Nebius have put them in a position to serve an entire class of neolabs at seller’s prices. Google Cloud joins Oracle in the Gold tier. Azure moves to Silver, Fluidstack moves to Unavailable, and Crusoe drops to Bronze. Lambda, Firmus and TensorWave remain in Silver, while GMI moves up to Silver from Bronze. Many companies drop from Silver (or Gold) to Bronze or lower. We raise the bar this round as only 19 neoclouds globally achieve a Medallion rating. We establish a tier between Bronze and Underperforming: the Participation Ribbon tier. 15 providers join this rating, which more accurately describes our opinion that they do the bare minimum to get by.

BREAKING: Michael Burry has disclosed updated positions. He shorted more: -Micron $MU -Nebius $NBIS -Semi ETF $SOXX -Palantir $PLTR And purchased more (long): -QXO $QXO -Build-A-Bear $BBW -Sprouts $SFM -Birkenstock $BIRK -Mercado-Libre $MELI He says he will look to cover his shorts if the market takes them to new highs.

$RBRK is a high quality, yet underappreciated cybersecurity business. Let's break it down! • How they make money • Sentiment • Geography • Business segments • Financials • Cash • Margins • Valuation • My thoughts: would I buy it? Time to dive in 🧵👇

Options trading is about to change forever, but the rollout has already hit a delay... Cboe delayed the planned August 17, 2026 launch of extended Global Trading Hours, giving traders more time to prepare for what could be a very different market. Extended hours will come with limited order types, different rules for existing GTC orders, and market makers potentially handing off quoting obligations during the morning. Five market experts looked at what’s coming, and they don’t agree on how traders should approach it. Here are the biggest risks, changes, and things to know before extended hours begin.

If the memory demand gap is truly more like 10x instead of 2-3x, there’s so much more room to grow for $MU, $SKHY, $SNDK & $SSNLF. “There is absolutely no way we see a memory downcycle in 2028.”