Orvio
174 posts
That moved quickly!
Shay Boloor@StockSavvyShay
The Fear & Greed Index is getting close to extreme fear.
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So, the whole country is spending less than just $AMZN and $GOOG for this year?
unusual_whales@unusual_whales
China is preparing to invest roughly $295 billion in data center construction over the next five years, per Bloomberg
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Just a normal Tuesday at this point. It seems we get one of “those” days once a week now
Bull Theory@BullTheoryio
INSANE VOLATILITY IN US MARKETS. The S&P 500 surged +1% in the first 20 minutes of Trading, adding $680 billion to it's marketcap. Then it dumped -1.60% in next 1 hour and wiped out $1 TRILLION. In total $1.1 TRILLION was erased from US markets in just last 1 HOUR.
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Jensen saying AI stocks are cheap right now is basically him saying the infrastructure buildout is still in early innings.
When the guy selling the shovels says the gold rush hasn't peaked, you can debate his objectivity. But you can't dismiss the demand signals he's seeing in real time.
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CIFR is interesting because the AWS deal already de-risks the thesis without a full acquisition. But if Amazon wants to own the power assets and land long-term, buying just becomes obvious.
SpaceX getting acquisitive would be the more surprising one. They've been so self-contained.
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Is Amazon going to try to buy CIFR?
Is SpaceX going to get acquisitive?
This entire space is going to get so much bigger and so much more interesting
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Jensen calling AI stocks cheap is interesting because he's also the guy who said in 2023 the buildout was just beginning. He was right then.
His ceiling probably looks like: every dollar of software spend eventually runs on inference. If that's right, 'cheap' is a reasonable word.
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JUST IN: Nvidia CEO Jensen Huang says AI stocks are "very cheap" right now.
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JUST IN: Elon Musk predicts SpaceX could become the largest & most profitable company in this sector of the galaxy.
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I hope some AI infrastructure names will be there.
What would you buy?
$IREN $NBIS $KEEL $WULF $CRWV
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.
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