The Headline Reads
NBIS is the strongest setup on the sheet: Nvidia disclosed a 9.3% stake (Schedule 13G, public Jul 20–21) on top of a $775M GPU-collateralized debt deal (Jul 17) and a $1B+ Reflection compute contract (Jul 15) — all landing on a name that was 24% of float short (Jun 30 settlement).
EQPT’s IPO lockup expires today, July 22 — the single most important fact on a stock bouncing off a short-seller report, where only ~30M of 252M shares have been trading. Supply meets relief rally at the open.
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