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Joined October 2021
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Anthropic Files Publicly for IPO as Banks Line Up $63 Billion for Its Broadcom AI Chips Strategy pauses its bitcoin buying as BTC hovers below $80,000 ahead of the Fed decision. #AI #Anthropic #Broadcom #Bitcoin #Crypto
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SpaceX Closes $40 Billion Debt Deal for AI Chips as Musk Predicts a Neocloud Shakeout Bitcoin slips below $80,000 as spot ETF outflows build ahead of this week's Fed meeting. #AI #AIChips #SpaceX #Bitcoin #Crypto
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AI Spending Doubts Return as Chip Index Plunges 6.7% and Meta Slides 7% Bitcoin gives up its run toward $85,000 and slips below $82,000 as risk appetite fades. #AI #Semiconductors #Meta #Bitcoin #Crypto
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Meta Tops Revenue Estimates, Lifts Low End of Its 2026 Capex Forecast to $135 Billion U.S. bank regulator OCC finalizes its GENIUS Act stablecoin rule, effective Jan. 18, 2027. #AI #Meta #AIInfrastructure #Stablecoins #GENIUSAct #Crypto
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Super Micro Sees Quarterly Revenue of Up to $19.5 Billion, Far Above Its Own Forecast JPMorgan issues its first long-term bitcoin forecast, seeing about 10% a year, ahead of stocks and gold. #AI #SuperMicro #AIServers #Bitcoin #JPMorgan #ETF
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Chip Stocks Snap Their Longest Losing Streak Since 2008 With a 1.61% Rebound BlackRock files for a bitcoin ETF with built-in downside protection as BTC hovers near $81.5K. #Semiconductors #AI #Nvidia #Bitcoin #BlackRock #ETF
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TSMC Profit Jumps 68.7% to a Record, Beating Estimates on AI Demand Bitcoin rebounds near $82K after a hot U.S. PPI print briefly sent it below $80K. #TSMC #AI #Semiconductors #Bitcoin #Crypto
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Gartner Warns 80% of Neoclouds May Exit by 2030; CoreWeave Falls 15% Bitcoin slipped near $81,100 after hotter U.S. CPI, while spot BTC ETFs took in $175.7M on Oct 13. #AI #Neocloud #Bitcoin #Crypto
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AMD Backs Fermi's 222MW Texas AI Campus Lease; Shares Jump 14% Meanwhile, Bitcoin ETFs edged back to inflows as BTC held near $83,600. #AI #DataCenters #Bitcoin #Crypto
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SWI Raises €800M to Turn FTX-Backed Bitcoin Miner Into AI Data Centers The former Genesis Digital sites in the U.S. and Sweden are being repurposed for AI workloads as miners chase hyperscaler demand. #Bitcoin #BitcoinMining #AI #DataCenters
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Al Infrastructure Financing CoolsInvestors Demand More Return
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OpenAI's Run Rate Nears $50B Al Buildout Faces a Reality Check
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Broadcom Seeks Over $50Bfor OpenAl's Custom Al Chips
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Anthropic's $518B Compute BetAl Infrastructure Before Profit
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NVIDIA Adds Record $150B BuybackAI Cash Flow Funds Shareholder Returns
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Bitcoin ETFs Take In About $2.4B2026 Flows Turn Positive
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Al Chip Demand Lifts AsiaKorea's Early-September Chip ExportsSurge 259%
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SEC Clears a Five-Year Pathfor Tokenized U.S. Stocks
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U.S. Opens Door to ChinaTalks on Shared Al Risks
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Bitcoin Miner Moves Into AlBitdeer Adds 65.1MW in Malaysia
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