@brandonjcarl Stop thinking logically.
The government is backing all of these data centers, that's it.
Wherever the government puts its money is where the value inflates.
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Rami
4.8K posts
Rami
@KingRomstar
Cache me outside, how bout dat
Ann Arbor, MI, USA Katılım Eylül 2016
549 Takip Edilen816 Takipçiler
This is a good framework. I’ll bite.
1. The trend is AI transforming how we work.
2. The misconception is that exponential scaling laws and quadratic memory/compute costs are the right architecture to scale.
In the end we used the bandwidth the Internet boom offered and the housing for the housing bubble. We used the oil from the peak oil bubble. We will use data centers, but that’s not what constitutes a bubble.
What constitutes a bubble is that (1) investors extrapolate status quo, (2) the system embraces too much leverage and (3) valuations price in too many years of the future.
In short: physical supply overshoots demand while investment demand overshoots supply. The market almost never gets the first order effects wrong. But they miss the boat on the second and third order ones, which ultimately pop the bubble.
Citrini@citrini
People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable. A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations. The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around. Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets. But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.
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@PolitiReality @ICannot_Enough It's currently a part of too many ETFs.
If you watch the options flow, there is a ton of wealthy retail investors that continuously buy calls.
I don't think it's going down anytime soon
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A few years ago, the bong hitting basement dweller @ICannot_Enough did one his basement videos that would have three viewers if not for how X promotes him, made light when I said the number of “competitive” EVs was steadily increasing at Denver Airport. At the time, maybe 1 in 5 were non-$TSLA. Today 9 in 10 are non $TSLA.
When this pump finally ends, I believe the $TSLA downturn will rival the greatest in history if not the greatest.
Oh and here’s a screenshot just take about that amazing Robotaxi success in Austin! Zero. That’s right. Zero!!
You must be dumber than whale shit to believe…
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@norveclifinance They're competing to have a monopoly on the land and the energy.
If the agentic AI era isn't as profitable as they need it to be, the net is fine because these data centers are modular.
They will simply lease them to whoever needs the compute for whatever reason
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I have seen stocks crash 70% and 90% after bubbles burst.
I believe many AI-related stocks will eventually face the same collapse.
It is only a matter of time.
Right now, trillions are being poured into AI infrastructure, chips, data centers and compute.
But where is the real return on investment?
Many companies are spending enormous amounts of money without clear profitability.
And the customer relationships are starting to look questionable.
AI companies invest in each other, partner with each other, become each other’s biggest customers, and recycle capital inside the same ecosystem.
That is how bubbles get inflated.
The bigger the bubble becomes, the more dangerous the collapse can be.
This could eventually become one of the largest financial bubbles in modern U.S. market history.
$NVDA $AMD $MU $AVGO $SMCI $TSM $ASML $ARM $QCOM $MRVL $ANET $CRDO $PLTR $MSFT $AMZN $META $GOOGL #AI #Stocks #Semiconductors #Investing
CNBC@CNBC
Michael Burry says the market today feels like 'the last months of the 1999-2000 bubble' cnbc.com/2026/05/08/mic…
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@KingRomstar Cerebrus is rushing IPO on Thursday to capitalize on the euphoria. Soxx and intc puts for June probably good the week after. Intel has insane premiums though which is why I’ll go soxx probably
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@JeffMacke Cuz all the market is and simply money rotating from one sector to another
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The bubble in stocks other people own is undermining the rally in stocks I'm long.
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Rami retweetledi
@KingRomstar $SNAP has a lot of problems, but turning things around through cost cuts. Trash since inception but should at least be guiding to net profitability after the layoffs next quarter
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SPX relative to M2 is back to the dot-com bubble high btw.
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🚨 Burry all in on $SOXL puts
FinancialJuice@financialjuice
Michael Burry: Bought Ishares Semiconductor ETF Puts.
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$INTC revenue increased from sale of shit stocked product in the warehouse because data centers will buy anything at any price.
Kristina Partsinevelos@KristinaParts
Intel CFO tells me part of Q1 upside came from inventory previously written off (end of life), but customers needed it. Also pointed to price increases w/ more coming in Q2: "We're going to get a lift from pricing, but we're also going to improve output every quarter" $INTC
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@MishaTurtleX @DrewVento Lmao, I got in a fight with my old barber in July of 2022 and I only had 1 haircut since 2023.
I'll probably shave it myself every few years.
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@DrewVento That’s why I grew out my hair, beard, and look homeless. Now people don’t ask me for money as much and don’t have to get my haircut either.
2 birds, one head growing hair
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Some simple math for dummies:
Hoffman said that out of 140 planned US datacenter projects, representing roughly 16 gigawatts of capacity, only about 5 gigawatts are actually under construction.
5GW is roughly 3.1M B300 GPUs (Blackwell Ultra) or 37K fully equipped NVL72 racks.
3.1M B300 GPUs would translate to roughly 140 billion worth of Nvidia.
Now, that’s assuming that all the 5GW will be equipped with only Nvidia chips. Now, if we take that 5GW and say some of it will be equipped with AMD, Google’s TPUs, Amazon’s Titanium, and so on, let’s say that Nvidia has 80% of the total 5GW. Let’s be even more generous with Nvidia and say 90% of the total 5GW is Nvidia.
4.5GW of datacenters only with Nvidia chips.
120B worth of Nvidia’s Blackwell.
Nvidia communicated to investors over 500B through 2026.
Let’s assume Malaysia and Singapore will help Jensen fill some demand. Let’s say the rest of the world, where Malaysia and Singapore are leading the demand, will have another 120B worth of Nvidia’s Blackwell through 2026.
240–250B worth of Blackwell.
Still doesn’t match Nvidia’s prediction.
I hope Nvidia and its partners are taking into consideration in their capex the need to build warehouses for the leftover GPUs. There will be a need for lots of them. Lots of them.
Reid Hoffman@reidhoffman
Of 140 planned US datacenter projects representing roughly 16 gigawatts of capacity, only about 5 gigawatts are actually under construction. A significant share of the physical infrastructure enabling one of America's largest infrastructure bets is being sourced from China.
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This is one of the most insane charts I've seen in a while.
Avis is a $CAR rental company.
It's surged almost 400% the last 30 days due to a massive short squeeze, at a time when auto repossessions are skyrocketing.
Even Avis's earnings and guidance are collapsing.
When this technical move reverses it will be astounding to watch, the question is when?
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@CheddarFlow It's down half of the time, they have to have the most incompetent programmers known to man.
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Feeding Our Future defendant Abdul Abubakar Ali will serve one year and one day in prison for his role in the $250 million fraud scheme. kstp.com/kstp-news/top-…
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Rami retweetledi
Lmao Gabe Newell when faced with an employee with cancer changed their employed status to “get better” and kept them at full salary the entire ordeal and paid out the insurance.
Tim Sweeney@TimSweeneyEpic
@BackersGamesF Epic is in contact with the family and will solve the insurance for them. There is high confidentiality around medical information and it was not a factor in this layoff decision. Sorry to everyone for not recognizing this terribly painful situation and handling it in advance.
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