Edmonton, Alberta
Joined May 2011
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$dnd.to surprised this is not being bought by the truckload under 1.70. Pretty much an easy run to 2 from here. Have a great day everyone.
Andrew Han retweeted
Danielle Smith is a cheater.
The UCP is redrawing Alberta’s electoral maps to make it easier for themselves to win elections.
Albertans are supposed to choose their government. Danielle Smith wants to cheat to make sure they choose hers.
#alberta #abpoli #ableg #daniellesmith
$VIVO in Canada where I live the govt invested 1.6 billion today in a company (Cohere, not public) bc of its expertise in Sovereign AI solutions. Vivo's thesis, to specialize in Sovereign AI, is likely to be validated as smart business in the months and yrs ahead.
$VIVO Despite the roller coaster the other day I still think sentiment has flipped. Open Innovation AI signaled competence and deep pockets. And a bit less skepticism. I believe this hits 3 end of next week but of course NFA.
$VIVO sometimes you just have to laugh through the tears. It's swarming with shorts right now so we'll see where this ends up this week and next. Unless the macro situation deteriorates further I doubt it will stay at 2.20, but it's wise not to predict.
$VIVO looks like the narrative has flipped. Now everyone wants shares, dips aggressively bought. This is going to get very interesting.
$VIVO even though this is not the tenant news today's announcement is quite positive. No guarantee this will be reflected in the share price immediately though I am curious to see if shorts will double down like they always have.
$VIVO Anthropic in a 45 billion deal with nscale (does nscale even have the ready to use mw?). The demand for compute-power is crazy. I have little doubt when I read stuff like that that vivo has a tenant, just wish they'd release the name and terms so we can escape purgatory.
$VIVO let's remember one more thing: vivo retired its shareholder debt and its balance sheet is basically clean. Yields are killing all risk on stocks but when things change vivo will be better positioned than other peers. NFA
$VIVO yes, the entire neocloud sector is getting massacred and it's bad, no denying it. In situations like this you just have to remain calm. Panic selling means devastation. When a sector falls this hard often there's a bounce and hopefully here a tenant pr soon. NFA
Andrew Han retweeted
Soon after Trump’s election, Alberta premier Danielle Smith met with officials of the Heritage Foundation, the powerful conservative US think tank, “to see if we could frame our interests and talking points in terms of the US president’s interests.”
In this book excerpt from @dundurnpress, @JeremyAppel1025 traces Trump’s populist influence on Smith’s policies: thewalrus.ca/danielle-smith-…
Andrew Han retweeted
.@AbDanielleSmith Tomorrow, at Alberta taxpayers’ expense, Danielle is flying to Florida (with staff and security) to take part in this far-right fundraiser for a group that openly promotes annexing Canada to the USA.
Whose side is Danielle on?
#ableg #cdnpoli #yyc #yeg
Andrew Han retweeted
An interesting update in the separatist discussion. Mitch Sylvestre told Separation Anxiety back in March that he met with the premier before his September trip.
Link to podcast: pod.link/6811266682
Andrew Han retweeted
SCOOP: The Alberta govt recommended a compay linked to Sam Mraiche for a contract to build a $35-million recovery centre on a First Nation near Calgary, according to the community's former lawyer theglobeandmail.com/canada/a… By @tom_cardoso and friend
$VIVO short algos not surprisingly trying to crush this even after the good news today. The bear case got weaker today but they're going to hunt for capitulation right until the tenant reveal. NFA
Andrew Han retweeted
The local process is still ongoing. The mandatory neighbor notice period just ended, just waiting for the green light from the municipality and the National Railway Authority (BaneNOR) regarding the ground conditions/quick clay assessments. After that: Tenant reveal!
$VIVO rumor has it Iren just signed a big contract with Anthropic. Surely vivo's tenant contract announcement can't be too long now?
Andrew Han retweeted
.@ABDanielleSmith, how did your yesterday’s secretive meeting with the separatists and convicted Tamara Lich go?
Why weren’t media and Albertans allowed to hear what you said to them?
When campaigning for unity, we don’t hide.
calgaryherald.com/news/local…
#ableg #cdnpoli
