Stockspy

@tbonetrades Non existent

That was a very short lived pop in bonds $TLT

JUST IN: New York Gov. Kathy Hochul says she is signing a moratorium on data centers in the state. abcnews.link/IgG5VkJ

$LCID strong volume day LOL

@Abhishe27912591 sure does

@Stockspy1 WYFI looks bad

adding to $NVT short.. 2nd tranche $161

$SIL miners have gone NO WHERE

@Cooper_Trades tons of stuff does...

@Stockspy1 Sorta of looks like the very bearish mega phone top 💸 adding with you!

shorting $LITE again.. $806

@molecularmatcha me too

@Stockspy1 Really good news. Hope it goes to a buck.

$IBM down 22% pre-market

$IBM nears 52 week low (recall this was one of the Trump and Dump stocks that Trump was hyping)

added to $TSEM short at $260

$ARM bombs out to new 1 month low, breaking down from double top

data center stocks crushed, again $NBIS down 6%.. $APLD $IREN $CRWV all down sharply

@EatMyAaplShorts good luck! I wouldn't touch it

@Stockspy1 Time to catch this knife. 210 should be a support

@Cooper_Trades I did add 25% more at 85 yes

@Stockspy1 Are u adding today?

Taking a large final tranche here in $BHP short.... low volatility allows for oversizing on this short

@OberynJaksho @SelectiveEmpath yeah, probably oh well.. I don't plan to cover.. let's see what happens doubtful it will make a new 52 week high

@Stockspy1 @SelectiveEmpath Looks like insiders knew the news yesterday

well ok.. if you're going to give me the same trade all over again, I'll short it again at $235 thank you! $TSEM

@SelectiveEmpath Yeah, not the best news first thing in the morning

@Stockspy1 welp

Been warning about this for months now The cost to upgrade a data center (new chips) etc is about 2/3 the cost to build new The perpetual maintenance/upgrade costs of this AI infrastructure is going to be far more expensive than previous tech infrastructure buildouts (railroad rails, fiber optic cable, etc)

Google, Amazon, Microsoft, Meta, and Oracle have piled up nearly $700 billion in debt as AI data center spending surges.