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AI-themed infrastructure company named as one of the holdings roughly 36% of filers were net buyers of, tied to data-center and LLM buildout.
No evidence-backed relationships are recorded.
An Aug. 17 note says political backlash to data centers must be underwritten like land, power or labor. That reclassifies siting risk from a communications expense into an underwriting input.
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The update adds a path selector and a two-tap convolution rather than layers, recovering most of the accuracy that tripling the drafter bought at 15.2% latency, by the vendor's own numbers.
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Every megawatt of both North Lanarkshire buildings is contracted, and a £202m National Wealth Fund guarantee still covers 80 percent of the commercial bank tranche.
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Management says scale is starting to show up as operating leverage. The release as supplied gives a backlog, power figures and more than $14bn of fresh capital, but no margin numbers.
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GPU rental prices fell more than 60% in 2025. SemiAnalysis data says H100s have since climbed about 40% to $2.35 per GPU-hour, with 12 to 18 month waits for clusters.
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Pre-arranged 10b5-1 plans and a dual-class structure let CoreWeave's co-founders convert control into cash without giving up control. Underwriters should price both halves.
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The firm's first down month in a decade came from its AI-adjacent book, not its millisecond business. Its response, closing risk in the affected strategies and trimming elsewhere, is the part that matters.
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A 13F dated June 30 put SanDisk and Micron at nearly half the fund's US equity portfolio. The memory thesis kept working through July; the position sizing did not.
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Dave Vellante argues HBM, advanced packaging, network fabric, power and site readiness stay tight until at least 2028. Price discovery gets pushed out with them.
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CoreWeave, Nebius and Cerebras all grew fast and lost more money in Q2 2026. The spending curves say capacity is still being contracted ahead of the demand it serves.
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Q2 2026 13Fs from 6,371 filers show a two-point net-selling skew in megacap tech against a 13.5-point net-buying skew in semiconductors, per Crypto Briefing's read of the data.
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