BTIG, on semis: “.. where there's smoke there's often fire. Short-term moves aside, .. this is a bigger topping structure, and should we get a counter-trend rally, that’s likely an opportunity to reduce exposure ahead of what could be a longer drawn out decline into ’27.” $SOXX

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BARCLAYS: “.. investors have asked whether there is spillover risk .. to which I would point them to the below chart. This is an equal-weight basket of six pureplay data center bonds .. .. the market is looking at the neocloud price action .. and now pricing in some degree of contagion.” $CRWV

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The thing about neoclouds is that their customers are some of the biggest and wealthiest companies on earth and…oh, wait

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The 17.1% forecast is almost certainly wrong ***by a lot***, but it’s excellent for intellectual accountability when people put these kinds of predictions out

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What's so interesting about this moment is that across business and politics those pleading most to be trusted have done so little to earn that trust. In fact, in many cases they've all but gone out of their way to be undeserving.

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