Ziven Weekly Brief - W39 26
Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.
Latest
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.
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.