
AMD Bull
1.9K posts

AMD Bull
@AMD_Bull
Ai - the greatest technological revolution in history. It’s all about the chips.






Wall Street is panicking over Big Tech spending $650 billion and Bill Ackman thinks they have it completely backwards. There are two types of capital spending, they look the same on a balance sheet. But one destroys your investment, the other multiplies it and most people cannot tell the difference. The first type, a company tells you it costs twice as much just to keep things running. No new customers or growth, just surviving at the current level and that stock should fall hard. The second type is demand is growing so fast the company cannot keep up, they need to build more just to serve customers already at the door. Meta is spending up to $135 billion this year, Google doubled its budget for the second year in a row. Amazon committed $200 billion, the largest AI capital pledge in history and the market saw those numbers and sold. Meanwhile, @BillAckman continues to buy these companies such as Meta and Amazon. Because he asked the one question everyone else skipped. Is this spending keeping the lights on or is it building new infrastructure because demand already exists and cannot be served fast enough? Every dollar going out right now is not a cost, it is capacity being built for revenue that customers are already requesting. The spending is the proof of the demand. The crowd is reading the number while Ackman is reading the story behind the number and only one of them is going to be right.


Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.




These stocks are wealth generation opportunities: $IREN at $35 $CIFR at $13 $NBIS at $100 $HIMS at $19 $LMND at $60 $ROOT at $43 $OSCR at $11 $SOFI at $15 $HOOD at $66 $META at $520 $AMZN at $199 $MSFT at $356 $AMD at $199 $GRAB at $3


















