BJB
1.6K posts


Both $CRWV and $NBIS held up strong yesterday, despite a bad day across the board.
What does this mean?
The market is about to process that the rise of cheaper models, open or closed, is bad for the frontier labs, but good for every other company in the ecosystem.
Chinese labs are compute constrained and, even if they weren’t, Western enterprises would be highly skeptical using Chinese models hosted in Chinese servers.
Instead, they are hosted in major American cloud providers, and enterprises can confidently use them. This shifts both demand and margins to hyperscalers.
To cover the demand, they’ll keep buying more compute from neoclouds.
This circle of demand will of course keep feeding semiconductors upstream.
Still, I wouldn’t touch most of the semiconductors here as they are already overvalued except $NVDA, but it’s definitely the time to long hyperscalers and neoclouds.
$MSFT $GOOG $AMZN $NBIS $CRWV


English

Prime Minister Anthony Albanese argued that superannuation funds should be viewed as a national asset.
He said that today. Never once did he mention the fact that it isn't his money or the governments money.
This utter disgrace of a PM is coming for your dough via the super funds. Your money you worked bloody hard for will be pissed up the wall on Chinese made solar and wind junk that will see zero return.

English

@Ausbobsmit Sicily’s a strange destination for a so-called Aussie battler to be vacationing, isn’t it!? 😂
English

@StockSavvyShay @VanquishTrader Then AI steals their families jobs after the infrastructure roll out is complete
English

@VanquishTrader States and cities blocking data centers are sending future jobs and economic growth to regions willing to embrace the AI buildout.
English

@StockSavvyShay Where did musk’s doge cheques go? And what happened to that hospital ship on its way to Greenland? 🤔 😂
English

President Trump says Iran called the U.S. to continue talks but he told them “the Cease Fire is OVER.”

Polymarket Money@PolymarketMoney
BREAKING NEWS: Trump declares Iran asked to continue “talks” but the U.S. told Tehran “the Cease Fire is OVER.”
English

@andrewbogut Elon Musk says solar will be by far and away the most used energy source in the future. You can find such posts on his x profile. He prob knows a bit more than an ex-bballer on the matter.
English

Australia won’t consider Nuclear because of our Politicians solar/wind turbine grift, but will give our Uranium to another Country for their Nuclear?
Makes sense.
😂😂😂😂
Reuters@Reuters
Australia and India reached a deal to export Australian uranium to India for use in the nuclear energy industry, while agreeing to deepen cooperation in renewables, critical minerals and green hydrogen reut.rs/4vW81Ja
English

GET THE FACTS: Australia’s gross debt as a share of the economy is lower than any major advanced economy.
Gross debt in the last financial year was almost $200 billion lower than what we inherited.
We're not immune from global instability but we’re confronting these challenges from a position of genuine relative economic strength.

English

@OneNationAus Get solar panels and a battery and you run your house and car for free. Pretty simple.
English

Central to easing the cost of living for everyday Aussies is bringing down energy costs by scrapping net zero and using all the natural resources at our disposal to produce energy. Extortionate energy prices don’t just hit everyday Aussies directly through increased energy bills but indirectly too. They feed through into higher grocery bills and all manner of other costs.
Right now, the government is pursuing a doomed energy strategy. Get energy policy right and you make a huge contribution to easing the cost of living.

Pauline Hanson 🇦🇺@PaulineHansonOz
One Nation will bring grocery prices down by cutting the energy costs built into every loaf of bread, carton of milk and bag of vegetables. That starts with ditching net-zero policies that make power more expensive, keeping reliable coal and gas in the system, developing nuclear power and ending subsidies that families ultimately pay for. Cheaper, reliable energy means cheaper groceries.
English

🚨🗣️🏴 #NEW — Speaking from The Genesis Scottish Open, Jon Rahm was asked if he would put up his own money to help fund LIV Golf.
“Something I've learned in life, never say never. I'm not going to say absolutely no to anything that can happen in the future.”
“I know Scott is doing a lot of work trying to find developers. And there's many ways around that, as far as putting my money into it, they have not asked me to do that yet.”
“So I don't know if they will or not. It's not something that they have asked me but there has been many different avenues to try to make it different, what we've had till now. They haven't asked me to putt my money in yet.”
@TrackingRahm

English
















