18% in 60 Days: Are US Neo-Tech Names Pricing in a 2030 That Doesn’t Exist? 🧨
The rally started as these things often do: quietly, then all at once. By mid-February, a basket of what analysts…
Tag: Equity Risk Premium Compression
GPU Prices -25 %, IRR Still Sub-10 %—AI CapEx Bubble One ARPU Tick From Implosion
Sticker Shock in the Server Aisle Nvidia’s H100 list price has fallen 25 % since March, yet the internal-rate-of-return models…
Quant Whale Buys $2 B Mid-Cap Call Spread at 4:01 a.m.—Ticker Codes Leaked
The 4:01 a.m. Footprint Time-stamp data from Bloomberg shows a single New-York-based algorithm lifted 190,000 September-expiry call spreads on the S&P 400…