rorsack

Jensen if he somehow survives this scandal: "We must stop selling all chips to the evil Chinese communist regime, they are the greatest security threat to the world"

Hinojosa is starting the press tours trying to save the stock market by softening her tone on data centers $IREN and $CIFR up big AH

$IREN is going to get crushed tomorrow. IREN's 1.7GW planned expansion capacity for Sweetwater is not yet under construction and at significant risk of delays now that Hinojosa is governor. Keep in mind that $IREN burns more than $500mm in run-rate SG&A. Nothing destroys equity value more than project pipeline delays. Investors in renewables developers/IPPs will know this firsthand.

$IREN's 2GW sweetwater campus would be at significant risk of interconnection delays if Hinojosa wins

FT is reporting in the 11th hour that the US tried to introduce restrictions on Canada’s ability to seal trade deals with other countries, obviously aimed at China. Canada refused.