mkt thoughts 17 Jun 26 US trading got off to a brisk start with risk assets attempting to make a surge pre FOMC - most sector had a short initial bounce that was quickly faded...memory, photonics... again the only sector that remained sturdy was ... neoclouds. NBIS continues to demonstrate resiliency. Besides NBIS, SHAZ had some interesting news. It has secured 1.6B of financing to put its neocloud ambitions to work. 900m on equity, 700m on convertible debt. Situational Awareness was apparently the anchor. Transaction closes on 22th Jun - I would expect SA to announce that it has more than 5% of SHAZ.... (personally estimate it to be ~15% ownership) By the time i finished typing this...NBIS 280, new ATHs.(degentrading)