PickAlpha
Sep 22, 11:35 AM
Morning Report | Texas data-center permit squeeze, AMD
$1T pop redraws AI winners
$AMD $1T tag, new chips
$DLR Texas permitting squeeze, data-center bids
$JETS Jet fuel spike, FAA feed outages
$TLT Yields slip, Fed speakers watched
$IBIT Seven-month high, ETF inflows
https://open.substack.com/pub/pickalpha/p/morning-report-texas-data-center?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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