Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Campbell exited a long Taiwan dollar versus Indian rupee trade, Rooster Global disclosed buys of SLC and DNL, and Gaetano wrote that CoreWeave's results helped the AI trade.
Campbell exits long Taiwan dollar versus Indian rupee
Campbell exits a long Taiwan dollar versus Indian rupee trade because Taiwan's ability to balance China and the US is becoming untenable. Campbell argues a potential Huang exit would remove a key credit backstop for AI infrastructure, meaning tighter credit and less compute at higher prices.
Campbell calls Huang's role as a credit intermediary for AI infrastructure deals the "Jensen Put."
Watch Whether the board confirms Huang stays.
Source →Rooster Global is buying SLC in its Ninja portfolio
Rooster Global Portfolio Mastery Club posted that it is buying SLC in its Ninja portfolio.
Source →Rooster Global is buying DNL in its Ninja portfolio
Rooster Global Portfolio Mastery Club posted that it is buying DNL in its Ninja portfolio.
Source →Gaetano: CoreWeave finally helped the AI trade
Gaetano writes that CoreWeave's latest results give a better look at the demand, the funding and the equipment already earning its keep.
Source →