Johnny Angelo

JUST IN: Korea moving higher on Liquid You are missing out if you aren't trading 24/7 markets on Liquid

JUST IN: Neocloud stocks are trading higher on Liquid despite @elonmusk warnings of a financing squeeze and widespread failures. Musk says debt markets have almost entirely shut off funding for companies without substantial revenue outside AI data centres. He predicts that only a minority of the industry’s 200+ neocloud providers will survive, with failures and consolidation ahead. His concern is that developers could lose access to financing before finishing their facilities, leaving expensive computing capacity stranded in partially completed data centres. Musk contrasted that with SpaceX, which he says closed $40 billion of GPU-related debt financing because it has investment-grade credit and established Starlink and launch revenue. He also rejected speculation that SpaceX wants to acquire struggling operators: “SpaceX is not buying any neoclouds. Pointless.” For now, the listed names are holding higher. Liquid perp prices versus Friday’s cash closes, as of 6:50 PM ET: • $CRWV: $54.24 → $55.351 (+2.05%)
• $IREN: $24.91 → $25.336 (+1.71%)
• $NBIS: $158.74 → $160.80 (+1.30%) Will these gains hold up?

Markets don’t close on Liquid. Here’s your Saturday update. Crypto-linked names are leading the retreat with $BTC falling below $80,000 and weakness stretching across the crypto equity complex. $MSTR is down 3.03%, while $BMNR and $CRCL are both more than 2.5% lower. $COIN and $IREN are also trading below Friday’s closes. AI infrastructure remains another pocket of weakness. Optical networking names $COHR and $AAOI are down roughly 2%, alongside cloud operators $SHAZ and $NBIS. Memory and storage contracts are also lower, with $SNDK underperforming $WDC, $STX and $MU. $NVDA, meanwhile, is holding close to flat. There are pockets of strength. Brazil exposure through $EWZ leads the gainers as the country prepares for a runoff election on Sunday, while $MRNA, $MELI and $TTWO are also higher. Energy is holding up: WTI is above $103, with $CVX and $XLE trading above Friday’s closes. The weekend’s political headlines are adding another layer of uncertainty: > Brazil heads into Sunday’s runoff with Lula and Flávio Bolsonaro locked in a tight race, per Reuters. > The US has ordered some diplomats and family members to leave Saudi Arabia amid Houthi attacks, per Reuters. > France faces fresh protests, with authorities bracing for renewed violence and looting, per Bloomberg. Next week brings a major test for the AI trade. $MSFT and $GOOGL report Wednesday, alongside the Fed decision. Thursday brings $AMZN earnings, US GDP and PCE inflation. Markets keep moving. Trade them 24/7 on Liquid.Trade We’ll be back Sunday with the latest moves and headlines. Turn on post notifications to catch the update.