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Posted by
Two Blokes Fri at 2:30 PM -
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Stock
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Early data on institutional activity for Q1 2025 looks favorable, with 46 new funds taking positions and existing holders buying the dip in Q1. From a price action perspective, I see a breakout from the $25 level, accompanied by the highest trading volume since April 9. From a regulatory perspective, the company is well-positioned to keep loading on Blackwell GPUs, considering the recent announcement that the AI diffusion rule is now unenforceable.
