Matthew Sigel

Matthew Sigel 转发了 原作者 的帖子，并评论：This is what's known as being "wrong for the right reasons."。被转发帖子的内容是：Rookie fund manager adds all these high beta names in the quarter ending 9/30. Prediction: nobody will care/know about this fund once the current quarter ends. x.com/nic_carter/sta…

please note the risks --> http:// vaneck.com/node https:// vaneck.onlineprospectus.net/vaneck/NODE/in dex.php?ctype=prospectus …

*AI / CRYPTO INVESTOR $NODE BOUGHT THE DIP AFTER LOSSES; FACED NO MARGIN CALLS DUE TO LACK OF LEVERAGE: SIGEL

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Matthew Sigel 转发了 原作者 的帖子，并评论：You're literally taking the decision away from the communities .。被转发帖子的内容是：Communities should have a say in how data centers affect them. Period. New York’s nation-leading moratorium is the common sense approach. x.com/reuters/status…

Matthew Sigel 转发了 Wall St Engine (@wallstengine) 的帖子，并评论：Curious where @DavidSacks lands on this topic, and what he would advise the White House. I asked @grok for a best guess: "Based on his consistent public record, the educated guess is that he would come down against the deals and side with the senators’ warning. Sacks has。被转发帖子的内容是：US SENATORS WARN APPLE AGAINST CHINESE MEMORY CHIP DEALS Lawmakers led by Jim Banks and Chuck Schumer urged $AAPL to abandon talks with CXMT and YMTC, even for devices sold only in China. Both chipmakers are on a Pentagon list of Chinese military companies; YMTC is also on the

Matthew Sigel 转发了 matthew sigel, recovering CFA (@matthew_sigel) 的帖子，并评论：model routing is just MEV for cloud margins。被转发帖子的内容是：Something for everyone in these reports $MSFT

Something for everyone in these reports $MSFT

Zuck: "We're getting a lot of offers for compute at a significant premium over what we paid for it"