@ThomasTangMI

26 years of investing privately, 13 years managing MediumInvest. Fundamental investing in practice and theory. https://xitter.cf/t.co/09Og2UIGXF

 Denmark
Joined November 2022
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  • Followers224
57Media

Flawed and crowded short

Article · @ThomasTangMI
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Daily net short interest tracker $RSGN Net short interest unchanged at 9,41 % Days to cover 18,1
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Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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No new short data so far today.
Thomas Tang
@ThomasTangMIOct 23
Daily net short interest tracker $RSGN Net short interest increased 0,09 pp to 9,41 % Days to cover 18,1
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Daily net short interest tracker $RSGN Net short interest increased 0,09 pp to 9,41 % Days to cover 18,1
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187
Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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Daily net short interest tracker $RSGN Net short interest unchanged at 9,32 % Days to cover 17,9
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Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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Daily net short interest tracker $RSGN Net short interest increased 0,01 pp to 9,32 % Days to cover 17,9
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Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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R&S Group $RSGN Swiss Federal Council approves funding for the installation of R&S Group transformers to replace energy infrastructure assets damaged by attacks in Ukraine with a budget 23,6 MCHF of which 21,1 is funded by Swiss Federal contribution and 2,5 MCHF by R&S Group. For reference H2 2026 consensus revenue estimate is 232 MCHF. The project is aimed at urgent needs in Ukraine but it remains to be seen when it will be recognised in R&S Groups financial accounts. I am long R&S Group. seco-cooperation.admin.ch/en…
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Daily net short interest tracker $RSGN $RSGN.SW Net short interest unchanged at 9,31 % Days to cover 17,9
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Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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The grid is the bottleneck. "Some AWS data center sites had room for more racks but not enough available power to turn them on"
Ed Zitron
@edzitronOct 20
Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them. businessinsider.com/amazon-2…
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Daily net short interest tracker $RSGN $RSGN.SW Net short interest unchanged at 9,31 % Days to cover 17,9
1
105
Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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No grid connection available until the 2030s. The grid is the bottleneck.
Financial Times
@FTOct 18
Microsoft pulls plug on Nscale data centre deal ft.trib.al/aO1aC6J

Microsoft pulls plug on Nscale data centre deal

US tech giant abandons agreement to lease capacity at neocloud’s UK site

ft.com
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Daily net short interest tracker $RSGN $RSGN.SW Net short interest unchanged at 9,31 % Days to cover 17,9
1
135
Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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Daily net short interest tracker $RSGN $RSGN.SW Net short interest decreased 0,09 pp to 9,31 % Days to cover 17,9
1
118
Methodology: Net short interest from Financial Conduct Authority (FCA), published every workday sometime after 12:00 UK time. The published number is the aggregate of all net short positions at or above 0,20% reported to FCA the day before. I am long R&S Group.
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