“Opinions are free. Positions cost money. You can tell who has which.”
— THE MOLE
The founder of the company at the center of the AI trade is out, five days before earnings. Nvidia’s board announced this morning that Jensen Huang has resigned as president and CEO, effective immediately, after meeting Wednesday night. CFO Colette…
I’ve been tracking Google search interest in bitcoin against BTC price for years now. Given what we know about retail behavior, the picture isn’t exactly shocking, but it’s useful to see it laid out over six years.
Micron’s bull case is a DRAM shortage that runs through 2031. Micron’s stock just closed the week near $690, about 16% below the bottom of the range options had priced for the week, near $824. One of those two clocks…
