>>60916120
>I've mentioned it before but I think if there is a big buildout in AI

This just happened today AH with NBIS jumping 40+% and likely more tomorrow with shorts getting squeezed. MSFT investing 16B essentially doubling their market cap. I’m in CRWV unfortunately and didn’t exit on the pre earnings pop but I have faith it will run back up once orders come in.

Thanks for the ticket breakdown. I’ll look more into those. What is your opinion on tankers? I was building a small position I. STNG a few months back and it ran up recently..exited too soon. Similar story with TNK which I have had some luck in the past. Seems like China, India, Russia, Iran, North Korea etc are strengthening relations in the face of tariffs