Ziven Weekly Brief - W41 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Latest
Ziven Weekly Brief - W40 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W39 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W38 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W37 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
AI
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The Micro Backdrop: The Best-AI-Infra Companies Can Still Be the Wrong Buy
The Fed is hiking, margin debt is up 39% YoY, and the power names keep rallying: $CIFR +10.17%, $WULF +5.55%, $CORZ +5.42%
Ziven Weekly Brief - W36 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Ziven Weekly Brief - W35 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
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.