Jan. 30 at 4:12 PM
My Greens List, such as it is, is a mess today. Clearly, the AI/DC/QC and related plays are not in favor with the market. As much as AI and it's energy/infrastructure demand is growing, the market just doesn't see the forward CAGR there at all. This might, might, be a crimp in the demand of the metals, too. But I doubt that..metals have been flying and the AI/DC trade has been dying. For now stocks like
$IREN $NBIS $NNE etc. are on the "no go zone" list.