Brinkmanship: Weekend Risk Dead Ahead

“AI Ecosystem Will Suffer When Datacenter Demand Suffers”

As posted Feb 26th: There Are Better Things To Trade Than Nvidia

I listed some of the high-flyers and gave NVDA as outright short:

Well, this just in on this pensive Friday afternoon ahead of weekend war escalation risks:

ORACLE $ORCL AND OPENAI ENDS PLANS TO EXPAND TEXAS DATA CENTER SITE: BBG

Timber $AAOI $BE $AEHR $NVDA $SMH $ASML etc