Aug. 18 at 8:03 PM
$SLNH $1.16 close, low
$1.15. The
$1.23 earnings-day floor is gone.
KEEL -16, CIFR -13, WULF -11.5, HIVE -9.5. Cohort avg -10%. SLNH at -13% is beta-appropriate for an AI-power name on an NVDA-financing unwind day.
$SMH -4%, semi index -3.6% at the open. Long yields up, AI-capex ROI debate reignited by the NVDA-OpenAI
$105B headline, and NVDA prints Aug 26.
Volume 12.5M — real selling, not the flush. 22M would be capitulation.
Holding.
