Speed to Usable Capacity Is the Whole Neocloud Trade
“Speed to usable capacity” is the whole neocloud trade in four words. A gigawatt campus is a 2029 asset. A
September 18, 2026
rosanna prestia
Land Is the Cheapest Input in the AI Power Stack
Land is the cheapest input in the AI power stack. The scarce resources are the pieces that determine whether a
September 18, 2026
The overhang has been shrinking the whole time.
The overhang has been shrinking the whole time. $ASST Warrants as a % of shares out: Sep 2025: 65% Dec:
September 18, 2026
Worth looking at how they’re paying for this.
Worth looking at how they’re paying for this. $SATA is preferred stock at 13%. Roughly $135M a year in dividends
September 18, 2026
$ASST
$ASST closed +3.2% today. Bitcoin flat. More shares changed hands at $27 than at any other price in this entire
September 18, 2026
The jobs data keeps doing the Fed’s job for it
$ASST closed at $30.11. Warrant strike is $27. 26.6M warrants expire Oct 10. That’s $718M that either lands in the
September 18, 2026
September 18, 2026
Triple Witching Friday: Week in Review
Triple witching Friday. WEEK IN REVIEW The Fed hiked 25bp Wednesday – unanimous 12-0, the first hike since July 2023,
September 18, 2026
September 18, 2026
Bitcoin at $76.5K: the price is the least interesting thing on this chart
$BTC 76.5k. The price is the least interesting thing on this chart. The 50 week SMA is falling about 1,000
September 17, 2026
$HOOD
$HOOD held the one number that mattered. 104.42 is the 50 EMA, the .618 and the cloud floor stacked on
September 17, 2026
Robinhood’s Tokenized-Equities Move Puts the 50 EMA in Focus
Robinhoods tokenized-equities pilot is giving traders a fresh catalyst to watch, but the chart still matters. On September 17, 2026,
September 17, 2026