Valckrie
@Valckrie
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Trader - US Equities - Long & Short - Intraday & Swing Free Substack published every Sunday https://t.co/yUm2VlQtZn
London, UK
Joined December 2010
$FJET was grinding up all morning with much heavier volume than IPO day. Ideal long spot was $10 in morning, probably consolidated enough to rejoin later but didn't manage to get back in
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$RKLB made a new all time high close this week Before the SDA contract award, the current backlog was ~$1.1 billion Further detail in the press release suggested the total capture value could be close to $1 billion "In addition to the $816M prime contract award value, as a
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Weekly Outlook 12/22/25 - Softer CPI and OpenAI funding round sparks potential Santa rally $QQQ - Datacenter stocks bounce led by $ORCL $CRWV $NBIS $IREN - $RKLB closing at all time highs after winning $800M SDA contract - Other space stocks surging $LUNR $PL $RDW $ASTS -
valhallatrading.co.uk
Softer CPI and OpenAI funding round sparks potential Santa rally, datacenters bounce and space stocks surge
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$RKLB that explains the strong bid last two days
$RKLB - Rocket Lab Awarded $816M Prime Contract to Build Missile- Defense Satellite Constellation for U.S. Space ForceRocket Lab’s largest contract to date solidifies its position as a disruptive force in national security space, redefining the speed and efficiency of satellite
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Bought some $RKLB $ASTS last two days for the space sector Also in some $APLD $CRWV datacenters coming off from lows
OpenAI funding seems to have eased worries on $ORCL debt with entire datacenter basket rallying today $CRWV $NBIS $APLD $IREN $WULF $CIFR Space sector also very strong and looks to be a leading theme into 2026 $RKLB $LUNR $ASTS $PL $RDW
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OpenAI funding seems to have eased worries on $ORCL debt with entire datacenter basket rallying today $CRWV $NBIS $APLD $IREN $WULF $CIFR Space sector also very strong and looks to be a leading theme into 2026 $RKLB $LUNR $ASTS $PL $RDW
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CoreWeave $CRWV says it joined the DOE’s Genesis Mission and will provide its AI cloud for scientific workloads as part of its federal push (CoreWeave Federal, working toward FedRAMP).
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SWEET MOTHER OF GOD That's a lot of upside for Micron $MU
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$ORCL | Oracle’s $10 Bln Michigan Data Centre In Limbo After Blue Owl Funding Talks Stall - @FT
https://t.co/NY8jHkPApc
ft.com
Investment firm concerned about tougher debt terms and the risk of delays to the vast project
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Bought $TSLA ATH breakout and datacenter stocks $WULF $APLD $IREN for a bounce after they got destroyed the last two days
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Weekly Outlook 12/15/25 - $IWM ATH breakout after rate cut - $QQQ and AI basket sells off after $ORCL $AVGO earnings - SpaceX $800bn valuation and 2026 IPO ignites Space sector $RKLB $PL $ASTS $DXYZ - $MSOS $TLRY $CGC weed stocks rally on news of executive order to reclassify
valhallatrading.co.uk
IWM breaks out to all time highs after rate cut, whilst tech and AI basket suffer losses
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Oracle $ORCL says site selection and delivery timelines for its OpenAI data centers were set jointly with OpenAI and that there have been NO DELAYS to any sites needed to meet its contractual commitments, with all milestones still on track.
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SOME ORACLE $ORCL DATA CENTERS FOR OPENAI DELAYED TO 2028 FROM 2027 - BBG
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🔴 Nvidia is evaluating increasing production of H200 AI chips due to strong Chinese demand -Sources $NVDA
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Some decent breakouts today in: $PL - earnings beat $GEMI - received a U.S. license for prediction markets
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OpenAI launched GPT-5.2, a new flagship for pro work, as the AI race with $GOOGL heats up. On GDPval it beats or ties industry pros on 70.9% of tasks vs 38.8% for GPT-5 and hits 100% on AIME 2025. GPT-5.2 will be rolling out to ChatGPT paid plans and the API.
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