Shippinginvestor 💵

Brilliant move by Iran. They are planning to levy a 10% toll on all ships passing through the Strait of Hormuz. This will generate $73 billion a year, completely offsetting US sanctions and paying for war damages. Checkmate.

Just in: $META signs an enormous $27 Billion cumulative AI spend contract with $NBIS. Nebius was my top Neocloud AI Infrastruture DC pick. Glad management is executing toward their $7-9B ARR target. Nebius is up 14.79% premarket to $129.66.

I have a solution

$NVDA is investing $2 billion in Nebius $NBIS as part of a strategic partnership to expand AI cloud infrastructure. Nebius says it plans to deploy more than 5GW of capacity by 2030, with access to NVIDIA’s next-gen platforms including Rubin.

🚨🚨Trump on Truth Social: "If Iran does anything that stops the flow of Oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far. Additionally, we will take out easily destroyable targets that will make it virtually impossible for Iran to ever be built back, as a Nation, again — Death, Fire, and Fury will reign upon them — But I hope, and pray, that it does not happen! This is a gift from the United States of America to China, and all of those Nations that heavily use the Hormuz Strait. Hopefully, it is a gesture that will be greatly appreciated"