$1,000 follows their calls into $998
- Win rate
- 64%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #383
- 4 ranked closes
- Longest streak 4
Basket now
3 positions · Oct 15- GLXY2%
$1,000 follows their calls into $998
Rittenhouse Research@RHouseResearchAnyone foaming at the mouth to FOMO into SharonAI $SHAZ here should take a read through the below. These guys quite literally had to an issue an 8-K just a few months ago to admit that NVIDIA “is not a strategic shareholder in SharonAI”, which they had falsely stated as such in
Bleecker Street Research@Bleecker__StWe are short $SHAZ (SharonAI). The CEO allegedly siphoned millions, threatened to burn down his last public company. The $1.25bn anchor contract is with a small Indian data center operator whose newest major customer is sanctioned. Link:
Rittenhouse Research@RHouseResearchIn July alone, we've seen roughly $50B of data center co-location leases signed by former Bitcoin miners turned AI data center developers.. All on attractive terms, with investment-grade tenants (or IG backstops), and yields-on-cost ranging from 12%-15%: - Core Scientific $CORZ
Rittenhouse Research@RHouseResearchPositive for: Inference providers, neoclouds, data center developers, SpaceX, Microsoft, application-layer (e.g. Harvey) Neutral: Amazon, Google Negative: Anthropic, OpenAI, Broadcom
Negligible Capital@negligible_cap*NVIDIA IN TALKS TO ACQUIRE REFLECTION AI: FT What’re the odds reflection can reach the frontier with near bottomless compute? Net negative for OpenAI and Anthropic in the long run I’d imagine Jensen’s also already invested $800m into Reflection
Rittenhouse Research@RHouseResearch"Microsoft's 50 year bonds which carry a 1% coupon and mature in 2070 are trading at 50 cents on the dollar! A $MSFT bankruptcy is imminent!"
Hunter SPX Thompson ❎@CoorsLightCEOzerohedge should be thriving right now but instead hes struggling to wrap his head around rate moves vs spreads
Rittenhouse Research@RHouseResearchMake that *100x*.. $GLXY
Rittenhouse Research@RHouseResearchSo Galaxy $GLXY invested $3MM into Etched in 2024 directly from its balance sheet. Likely worth at least 50x+ that today. Not bad.