Mfonobong Nkereuwem Udoh
182 posts
_Application Opened!_
*Ireland Fellows Programme Fully Funded Master's Scholarship 2026/2027*
_With this scholarship, you get to study on a fully funded one-year Master's degree at a top university in Ireland with support from the Government of Ireland. (For Nigerians and Ghanians)_
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*Eligibility:*
- Citizen and resident of Nigeria or Ghana
- Bachelor's degree (minimum Second Class Lower)
- At least 3 years of relevant work experience
*Deadline:* 26th July, 2026
Interested??
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@SoSoValueCrypto is revolutionalizing the crypto market
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@SoSoValueCrypto is revolutionalizing the crypto market
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@SoSoValueCrypto is revolutionalizing the crypto market
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Big day for Space X.
See views from our research community and check out the brand new RWA Research Hub. 👇
JellyZ@JellyZhouishere
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@SoSoValueCrypto is revolutionalizing the crypto market
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$SOSO EXP S2 Airdrop Claim is now live. Congrats!
We're excited to announce two new utilities for $SOSO:
1️⃣ RWA Research Hub is live
Tech is shaping the world and Valuechain makes it accessible to everyone Stake $SOSO to vote and onboard top tech assets to ValueChain.
2️⃣ Multi-Asset Margin is enabled on SoDEX
Trade with $SOSO as collateral in your margin account, alongside $BTC, $ETH and $XAUT.
Now, claim your $SOSO, explore the RWA Research Hub, trade $SPCX and share the $100,000 prize pool.
Claim now: sosovalue.com/exp
Research Hub: sodex.com/research
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SoSoValue@SoSoValueCrypto
$SOSO EXP S2 Airdrop Claim is now live. Congrats! We're excited to announce two new utilities for $SOSO: 1️⃣ RWA Research Hub is live Tech is shaping the world and Valuechain makes it accessible to everyone Stake $SOSO to vote and onboard top tech assets to ValueChain. 2️⃣ Multi-Asset Margin is enabled on SoDEX Trade with $SOSO as collateral in your margin account, alongside $BTC, $ETH and $XAUT. Now, claim your $SOSO, explore the RWA Research Hub, trade $SPCX and share the $100,000 prize pool. Claim now: sosovalue.com/exp Research Hub: sodex.com/research
@SoSoValueCrypto is revolutionalizing the crypto market
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SoSoValue Flash: Severe Geopolitical Reignited, CPI Holds Steady, Heavy Capex Warnings Trigger Tech Volatility
💥 Core Catalyst:
The Middle East situation has sharply re-escalated. Dissatisfied with slow talks, Trump threatened to target Iran's power plants and bridges if a deal isn't signed. Following the downing of a U.S. Apache helicopter, the U.S. launched nearly 4 hours of retaliatory airstrikes, claiming Iran's control capability in the strait was eliminated (which Iran denies). In response, Iran issued stern warnings and the Strait of Hormuz has been fully closed. Iran fired dozens of ballistic missiles and drones at 21 key strategic Gulf targets, including a U.S. base in Jordan.
🔍 Key Logic Shifts:
1️⃣ Macro Risks: Trump's hawkish military threats have fundamentally disrupted the market’s prior baseline assumption that he would avoid reopening active hostilities. However, the macro front received some insulation as the May CPI print arrived broadly in line (with core slightly below expectations). Feared second-round effects from oil pass-through, World Cup distortions, and endogenous inflation failed to materialize.
2️⃣ Liquidity Drain: U.S. equities remain locked in a tug-of-war between macro anxiety and secular AI momentum. On the capital front, the ongoing SpaceX IPO continues to absorb significant institutional liquidity. The trading desk notes a broader decline in secondary market depth, which is amplifying short-term volatility across major indices.
3️⃣ Capex Concerns: AI momentum continues to consolidate at elevated levels during a post-ComputeX catalyst vacuum. While Oracle's post-close earnings and guidance matched consensus, its massive $40 billion equity and debt fundraising blueprint for the next fiscal year reignited fierce market anxieties over over-extended capex. Shares plunged 11% after-hours, acting as a direct drag on tech sentiment.
📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM
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@SoSoValueCrypto is revolutionalizing the crypto market
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A useful read on why AI CapEx matters beyond Nvidia. 👇
JellyZ@JellyZhouishere
Why should AI stock investors pay attention to AI CapEx? AI capital expenditure refers to the fixed-asset investments cloud giants like Amazon, Microsoft, Google and Meta — plus some vertical AI players — make in GPU clusters, data centers, networking, storage and power infrastructure. In essence, it's the starting point of the entire AI supply chain. Once hyperscalers raise CapEx, capital flows down the chain: GPU / ASIC → HBM → AI servers → networking equipment → data centers → power infrastructure → cloud revenue That's why the pace of AI CapEx directly reflects compute demand, supply-chain orders, application innovation and the ability of AI products to scale. Looking at the data, the CapEx cycle of the four major cloud giants (Amazon, Microsoft, Google, Meta) splits into four stages: 2011–2023: Traditional cloud expansion. CapEx was driven by enterprise cloud migration, SaaS, video, advertising, e-commerce and storage. 2024: An extraordinary acceleration begins. After being down 2.5% YoY in 2023, combined CapEx jumped 54.8% to $228.4 billion. Post-ChatGPT and GPT-4, AI infrastructure had firmly entered the tech giants' budgets. 2025: The arms race confirmed. CapEx grew a further 64.6% to $376 billion — proof that 2024 wasn't a one-off rebound, but the start of sustained expansion in AI compute demand. 2026: Explosive growth. On current guidance, combined CapEx could reach $710 billion, up nearly 89% YoY. This is no longer an extension of the cloud cycle — it's a massive buildout as tech giants race to secure the next generation of compute. And the expansion is far from over. As free cash flow gets consumed by CapEx, the giants are leaning more on external financing: Alphabet recently moved forward with an equity raise of around $80–85 billion, and Meta is exploring more options to fund its data center buildout. So where is the money going? 1. AI chips and accelerators — Nvidia and AMD GPUs, Google TPUs, Amazon Trainium, Microsoft Maia. The most visible part of the spend. 2. HBM, DRAM and enterprise SSDs — model parameters, training data and inference cache all need high-speed memory; the stronger the GPU, the greater the demand. 3. AI servers and rack-scale systems — hyperscalers buy full servers and, increasingly, rack-scale systems like GB200 and GB300, not individual GPUs. 4. Networking and optical modules — training spans thousands of GPUs, so switches, NICs, optical modules and interconnects become critical. 5. Data centers and power — land, buildings, liquid cooling, transformers, grid connections and long-term power agreements, all built for high power density. So AI CapEx isn't just about buying GPUs — it's about building an entire "compute factory." That's why the AI trade has widened from Nvidia to HBM, memory, servers, optical modules, data centers, power equipment and liquid cooling. For investors, the real question isn't how much the giants spend — it's whether that spending converts into large, sustainable AI revenue. Short term, CapEx means supply-chain orders; medium term, cloud compute capacity; long term, the winner won't be whoever spends the most, but whoever turns each dollar of CapEx into the most revenue and profit. This cycle may look like a model race on the surface. Underneath, it's a race for compute, power, memory and data center capacity. Therefore, the Big Four cloud giants — along with the core suppliers capturing the largest share of AI CapEx — are the key players in this AI infrastructure cycle. If you want to invest in this theme, you can trade them on @sodex_official such as $GOOGL, $MSFT, $MU and $SNDK. sodex.com/join/JELLYZ #SoDEX #SoSoValue #AI
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@SoSoValueCrypto is revolutionalizing the crypto market
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@SoSoValueCrypto is Revolutionalizing the crypto market
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SoSoValue Flash: Iran Deal Denials Muddle Sentiment, Fed & BoJ Pivot Hawkish
💥 Core Catalyst: Truce Extensions & Tehran Shadows
The market’s "peace rally" hit a snag as the White House and Trump administration officially denied the leaked MOU terms regarding sanctions relief and shared control of Hormuz. While both sides remain motivated to resolve the conflict, the transition from back-channel leaks to formal negotiation has proven volatile, leaving oil prices sensitive to every headline.
🔍 Key Logic Shifts:
1️⃣ Fed Pivot: The "Warsh Era" at the Fed has begun with a distinctly hawkish flavor. By signaling support for removing "easing bias" and emphasizing the costs of entrenched inflation, Warsh has effectively shifted market focus toward potential Q4 rate hikes rather than cuts.
2️⃣ BoJ Shift: Governor Ueda’s characterization of the current energy crisis as a "fifth oil shock" has served as a formal warning to markets. With OIS pricing now suggesting a 75% probability of a 25bp hike in June, Japan is moving toward a decisive normalization phase.
3️⃣ AI & Market: AI remains the primary anchor for U.S. equities. While speculative headlines caused semiconductor volatility, the fundamental narrative—fueled by robust hyperscaler capex and NVIDIA’s structural dominance—persists. Markets are currently treating macro-headline "wobbles" as opportunities for consolidation within the broader AI uptrend.
📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC
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