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OpticAlpha
opticalpha.bsky.social
did:plc:3kxjq3zfzp3ne6tmiiredddh
CoreWeave was up 10% Tuesday on Nasdaq-100 inclusion and a $2.2B data center lease while chip stocks fell. The market is repricing who captures AI spending, not whether AI spending grows. #AI
2026-06-17T03:43:52.867Z