David Orr on X
Feels like it might finally be time to short $ARKK long term? Feel like bears never even talk about it anymore. And it's usually best to short the last bubble...
Today
Wednesday, October 21, 2026
Everything we published on this day.
4 stories
Why I sold OB pick for 26 SVM
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…
ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
Raul Shah Fajasy on X
For $BRUN the selloff was about funding cost, not demand. Tho its GPU leases run ~7% and roll off with the contracts, $103.5M due in 2027, $99.8M in 2028, then just $12.1M in 2029. If Elon's right that renewals price higher, re-renting those paid-off GPUs is where it makes money. https://t.co/kcEsUIRxjn
