NioCorp: The Market Is Paying About 50 Cents Above Cash For Elk Creek
GT Research Today
Tuesday, October 20, 2026
Everything we published on this day.
5 stories
GT Research Maius on X
@pandawatch88 In which case, somehow $baba became the winner of the AI race😅
George Noble on X
Oh Gary, say it ain’t so! $CRWV https://t.co/pKSd4DxN1O
Maius on X
Here is another interesting one: $CRWV monetizes at $15 bn/GW and ends up with a negative NPV, so capital markets penalize it. $SPCX monetizes at $50 bn /GW with arguably the same client base (shorter-duration contracts). If push comes to shove, which contracts do you think said clients will terminate first?
Ambarella: The Biggest AI Growth Opportunity Is Still Ahead
Investor Overview 