🥛 OpenAI just broke the AI deal 🧨

Hyperscaler $630-770B CapEx Is Locked In — The Infra Trade Has Two Years

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🥛 The most important AI IPO? 👀

Cerebras Systems is listing on Nasdaq under ticker CBRS on May 14, 2026, with its IPO 20x oversubscribed, driven by its Wafer-Scale Engine chip that i

🥛 The trade I’m making right now 👀

The author explains their decision to rotate out of Robinhood stock into Oracle, citing Robinhood's over-reliance on volatile crypto transaction reven

🥛 The scariest Amazon launch yet 😳

Amazon launched Amazon Supply Chain Services (ASCS), opening its 13B-item-per-year logistics network to any business, mirroring its AWS strategy of mo