Joined March 2008
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Jun 12
This was about a perfect a deal as you could do.. Congratz to all involved
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Jun 12
Still too early to know what deal is shaping up to be. I am thinking 2.5 trillion
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Jun 12
Some firms you got all you want, others cut back dramatically
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Jun 12
Big deal: Corewave, Nebius, Astera, Rocket Lab added to Nasdaq 100. very strong...
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Jun 12
So far good set up, oil, good set up bonds, good set up stock futures
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Jun 12
SpaceX: We don't want an 89% pop like with Cerebras. We want a 25-30% pop which would be a great start. People hang on to it and buy more. Not flip it. Which must be avoided..
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Jun 12
I like how much stock the deal runners have to allot if necessary. Someone is being real smart about this deal
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Jun 11
Interesting panic selling in Oracle even down here. Selloff must stop to sustain any advance.. They have made themselves too crucial
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Jun 11
Oracle down 17 seems intriguing to me.. Buy some here....
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Jun 11
Futures are indicating that the managers have the deal well in hand. The futures have been RIGHT about the deal's impact on the market so far.. We will know more later but do not think anything else matters right here... Stakes extremely high
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Jun 11
Watch Oracle. It was a gigantic number when it came to backlog. Huge. So spending has to go up. (not a traditional levered-so-backlog spend as these are so hard to build.) BUT they can lay off what they need to lay off and the funding needs aren't outrageous. It doesn't have to be down big.
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Jun 11
Today is a game of Sleuth. Do they really not need more buyers? do they have too many buyers? Do they have CONTROL of the deal? These will be answered by 3 p.m. today....
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Jun 10
Hoping that everyone gets cut back in their SpaceX allocations!
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