Bears Charge Into Energy and Real Estate; Silver Shorts Flee
Short sellers made decisive moves this week ending September 26. Energy refining ETF CRAK saw SI hit 36.8% of float - up 38% in seven...
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OpenAI. Is The Narrative Slowly Disintegrating ?
Mr. Altman wants OpenAI to be all things to all people all at once. That's a strategy that rarely ends well. Let's see..
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EP 136: WE DON'T HAVE THE POWER!
Overall, hyperscalers like Amazon, Google, Meta, Microsoft, and Oracle provide a wide range of infrastructure and software services for various...
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UK Sovereign AI Proudly Paid For & Made In The USA
Microsoft will spend $30 billion on AI in the UK with NVIDIA, Coreweave, Alphabet & OpenAI also ponying up further billions. Is it really UK...
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Nscale Pre-IPO: Tearsheet
Nscale has filed its S-1 for a NYSE listing. In this tearsheet, we look at the company's business and operating profile, its industry backdrop, its...
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