Jon Turek

@jturek18.bsky.social

It feels like the market thinks the transition of AI spend from FCF to issuance (eq/credit) will happen seamlessly. It likely won't change the aggregate spend on power, data centers, memory, chips etc. but the global liquidity backdrop will surely be different given the size.

Chris Wyman

@wymancr.bsky.social

Gen X in aggregate has shit politics, but at least my cohort is small and the interregnum between Boomer Domination and the Millenial Ascendency will be relatively short.

Quant-Hub

@quant-hub.bsky.social

🚨 $ALLO
On June 22, 2026, the Company filed a prospectus supplement with the Securities and Exchange Commission relating to sales of shares of its common stock having an aggregate offering price of up to $135.0 million to be sold pursuant to a certain Sales Agreement, dated November 5, 2019, as a...