ChinoAleman@chinoalemanoI’ve tripled my position in $SHAZ. It has been one of the most brutally punished neoclouds in the market. Why? ➞ Firmus IPO ➞ Firmus / Project Southgate ➞ OpenAI ARR concerns Let’s go one by one. ➡️ The Firmus IPO Firmus is probably the closest direct comp to
ChinoAleman@chinoalemano$SHAZ x Anthropic already happening? ➣ May 20. NVIDIA's earnings call. Jensen on Anthropic: partnered to secure compute across Azure, AWS, CoreWeave, plus "a whole list of others that we are bringing online for them". Capacity this year and next: very significant, per Jensen.
