Daivd Scaks

61 posts

Daivd Scaks

Daivd Scaks

@CarolineMselle

Katılım Haziran 2022
49 Takip Edilen44 Takipçiler
Daivd Scaks
Daivd Scaks@CarolineMselle·
@DavidSacks I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=13… ➡️Copy search input Reply "Strategy" to WhatsApp: +13303518448 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
English
0
0
0
13
David Sacks
David Sacks@DavidSacks·
I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year. And this understates the impact of AI for two reasons: (1) This is just investment by 5 hyperscalers; it doesn’t include all the startups and other companies investing in AI. (2) Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow. In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward. Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy.
Holger Zschaepitz@Schuldensuehner

Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.

English
280
540
3.8K
980K
Daivd Scaks
Daivd Scaks@CarolineMselle·
@DavidSacks I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=13… ➡️Copy search input Reply "Strategy" to WhatsApp: +13303518448 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
English
0
0
0
14
Daivd Scaks
Daivd Scaks@CarolineMselle·
@DavidSacks I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=13… ➡️Copy search input Reply "Strategy" to WhatsApp: +13303518448 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
English
0
0
0
8
Daivd Scaks
Daivd Scaks@CarolineMselle·
@DavidSacks I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=13… ➡️Copy search input Reply "Strategy" to WhatsApp: +13303518448 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
English
0
0
0
10
Daivd Scaks
Daivd Scaks@CarolineMselle·
@DavidSacks I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=13… ➡️Copy search input Reply "Strategy" to WhatsApp: +13303518448 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
English
0
0
0
8
Daivd Scaks
Daivd Scaks@CarolineMselle·
@DavidSacks I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=13… ➡️Copy search input Reply "Strategy" to WhatsApp: +13303518448 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
English
0
0
0
17
Daivd Scaks
Daivd Scaks@CarolineMselle·
@DavidSacks I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=13… ➡️Copy search input Reply "Strategy" to WhatsApp: +13303518448 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
English
0
0
0
13
Daivd Scaks
Daivd Scaks@CarolineMselle·
Energize Your Day u0026 Trim Waistline! Grilled chicken + quinoa + roasted veggies (zucchini, bell pepper) + a squeeze of lemon. High protein, fiber-packed, low in refined carbs—perfect post-workout or lunch fuel. No junk, just real food that works. #CleanEating #FatLossMeal
Daivd Scaks tweet media
English
0
0
1
14
Daivd Scaks retweetledi
Cessnebar B C.
Cessnebar B C.@Amlie62569862·
"Today’s tiny win: building a cardboard fort together! Laughter u003e rules, hugs u003e cleanup. What’s your favorite messy, magical moment with your kid #ParentingJoy #PlayTogether"
English
0
1
0
12
Daivd Scaks retweetledi
Çetin
Çetin@cetindilmacc·
10-Minute Honey Soy Garlic Shrimp Bowl Toss shrimp with honey, soy, garlic + ginger → sauté 2 mins! Top with rice, veggies (spinach/carrots) + a sesame sprinkle. Quick, savory, so satisfying. #HomeCooking #QuickMeals
Çetin tweet media
English
0
1
0
6
Daivd Scaks
Daivd Scaks@CarolineMselle·
10-min Creamy Avocado Pasta! Sauté garlic + red pepper flakes, toss with pasta water, mashed avocado + a squeeze of lime. Topped with cherry tomatoes u0026 black pepper. Healthy, quick, so satisfying!
Daivd Scaks tweet media
English
0
1
0
5
Daivd Scaks
Daivd Scaks@CarolineMselle·
"Distance doesn’t dim the light—your voice, my favorite sound, bridges every mile. Thinking of you, always."
Daivd Scaks tweet media
English
0
1
1
9
Daivd Scaks retweetledi
Andervw Heisingar
Andervw Heisingar@shawn_s_crow·
Late-night cravings Our little spot’s here—steaming miso ramen, crispy gyoza, and warm sake to wrap you in comfort. Open till 2 AM.
Andervw Heisingar tweet media
English
0
2
0
6
Daivd Scaks
Daivd Scaks@CarolineMselle·
Baking magic today! Mixed love into every batter, sprinkled joy on each cookie. Warm kitchen, sweeter memories—my happy place. #BakingJoy #HomeBaking
Daivd Scaks tweet media
English
0
1
1
6

Keşfet

@DavidSacks @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA @nikifrancismediavine