Glxy and iren are the two winners out of all these imo. Glxy is much more then just hpc too, they hold btc treasury, tokenized assets, sec compliant, crypto otc, the crwv deal alone solidifies them as a top player. Helios alone is going to result in billions of revenue yearly.
Might throw a g in here but it doesn’t seem like it’ll perform as good as the others, also it seems like this space is getting crowded now, I expect only a few companies to come out on top.
VIX is like yo girl. And yo out on the corner shooting dice with the hommies. If she ain't mad, you still shootin right?
She ain't mad yet. Run it back.
Word up, my g.
https://fred.stlouisfed.org/graph/?g=RUMQ
Seriously - use your brains. The 10Y/3M is not supposed to repeatedly invert and uninvert for half a year, it has never happened before. When the spread goes parabolic, and it's going to for sure, there's truly only one outcome.
Equities are going to die almost overnight, I guarantee it. All we're arguing over is the when. And the answer is soon, there's no possible chance this can be sustained for much longer.
My 9/19 puts might be dead but if this shit pumps through next week, I'm doubling down with twice the bet.
I was a longterm discover investor. I think there are a lot of synergies between them and COF that can be exploited and in the near term COF will be able to use cash from moving their cards to the discover network from visa/mastercard to give better credit card offerings. I also like that they have a relatively small physical footprint since most banking is moving online. Capital One is a long hold for me. AMD is a pure AI hype play, I feel like I’ve ignored it way too long so I waited for AMD to get beaten down and went in.