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With the tech wipeout quietly happening all around us, one sector folks are missing is the nuclear power companies that were supposed to power AI. One is Sam Altmans’ OKLO, which, over the past nine months, is down a very understandable and totally small 80%.
Besides my short position in Intercontinental Exchange (ICE), I’ve added a short position in another similar company, Chicago Mercantile (CME):
There were some mega-rallies in UNH and HUM this morning. I’d suggest considering a bearish position on both of them, particularly Humana.
I sure hope so. Since July 1st, this thing has reversed about $8,000 of its losses. The big picture is still intact (pointing to much lower values, like in the vicinity of $40,000 this year) but we need to get some more pounding. I’m doing my part. Sustained weakness in Bitcoin would be very helpful for the “risk off” zeitgeist.
