Ziven Weekly Brief - W35 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Latest
Ziven Weekly Brief - W34 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
AI
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From Power Shells to Compute Memory: Situational Awareness Doubles Down on AI Picks-and-Shovels Bet
More than 50% of Leopold Aschenbrenner’s Situational Awareness holdings are concentrated in computer memory, with $SNDK and $MU dominating the portfolio.
Ziven Weekly Brief - W33 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W32 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
AI
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ERCOT Hits Pause on Texas Data Center Queue. How Worried Should AI Infrastructure Investors Be?
Governor Abbott ordered an ERCOT audit that could have huge impacts on data centers in Texas. Learn the basics of the order and understand how it may affect your AI infrastructure bets such as $IREN $NUAI $CIFR $RIOT.
Ziven Weekly Brief - W31 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Trading
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Leopold's Situational Awareness Blew Up Big Time, but AI Infrastructures Trades Didn't
Leopold Aschenbrenner’s Situational Awareness just sold most of its public holdings to Citadel after 4x leverage met a bad month, despite a 439% return in H1 2026. The biggest positions $NBIS $SHAZ $BE $CRWV bounced hard on the news. Full timeline inside.
Analysis
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Is New Era Energy & Digital (NUAI) the "Picasso in a Garage Sale"?
Is $NUAI the Picasso sitting in a garage sale, as some profound $IREN investors are claiming? Let’s take a look at the company’s fundamentals and do valuation modelling.
Ziven Weekly Brief - W30 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W29 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
How to Evaluate Hyperscaler Colocation Deals: A Simple Way to Look Beyond Headline Numbers
Want to evaluate a hyperscaler deal beyond the headline number? Ziven built a valuation tool that treats companies as data center landlords to reveal the real economics. We used $CLSK’s $6.6B colocation deal to show how that translates into shareholder value.