Dominic DeCoco retweetledi
JUST IN - Iran says Strait of Hormuz closed until further notice — Reuters
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Dominic DeCoco
1.5K posts
Dominic DeCoco
@Tr4der_
Private trader and investor. Sharing knowledge & eyesight, overseeing EU/US markets 🦅 (Not financial advise)
Katılım Eylül 2018
118 Takip Edilen140 Takipçiler
Dominic DeCoco retweetledi
U.S. Central Command forces have begun launching a series of powerful strikes against Iran to impose heavy costs for targeting and attacking commercial shipping crewed by innocent civilians in an international waterway. The U.S. strikes are in response to Iranian attacks on three commercial vessels that were transiting the Strait of Hormuz. Iran’s demonstrated aggression was unwarranted, dangerous, and a clear violation of the ceasefire.
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Really wondering how the triple leveraged long $SNDK holders are doing
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Dominic DeCoco retweetledi
BREAKING: Trump reported more than 21,000 trades across eight investment accounts in 2025, averaging 80 trades per day.
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Dominic DeCoco retweetledi
Meta Cloud Pivot Drives Rally As Capex Narrative Shifts (UBS)
META is higher by ~10% after reports it may build out a cloud business to monetize excess compute capacity, shifting the narrative toward greater financial discipline and easing concerns around continuously rising capex. The move is being interpreted as a sign that capex expectations are no longer skewed to the upside, allowing focus to shift toward free cash flow stabilization and a potential incremental revenue stream at what are seen as near-trough valuation multiples.
The reference to excess capacity is creating some unease around underlying AI demand and has negative read-throughs for neocloud players, while also raising questions around the durability of compute and memory bottlenecks. Into earnings, the key question is whether in-line 2Q and 3Q guidance alongside reiterated full-year capex would be sufficient to sustain the current re-rating.
In semis, price action suggests investors are linking the announcement to a potential moderation in future capex growth and a shortening in the duration of above-trend demand, even if some argue hyperscalers could absorb incremental capacity.
Early conversations suggest concerns around overbuild remain more company-specific rather than indicative of a broader industry shift, particularly given relative positioning in AI investment cycles
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@aleabitoreddit What do you think this means for the other neos in the short term? $NBIS
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Dominic DeCoco retweetledi
*META SHARES JUMP 8.6% ON PLANS TO DEVELOP A CLOUD BUSINESS
the pivot to rewarding capex cutters begins
zerohedge@zerohedge
Goldman Delta-1 head Rich Privorotsky: "Lots of underperformance in hyperscalers yday. Everyone still appears convinced they must keep spending simply to remain competitive, while token cost compression/advent of neoclouds puts pricing pressure on core business. If token prices continue to compress alongside falling compute costs, the benefits may accrue to users faster than providers. Ironically, the first hyperscaler to signal that it can slow the pace of spending will likely see its share price rewarded. If that happens, others will take notice. That is the reflexivity that ultimately stalls the capex cycle… not a lack of demand, but investors deciding that incremental returns on the next dollar of spend are no longer attractive. Watch hyperscalers share price as leading indicator."
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$META saying it will sell its EXCESS AI compute is bullish for META, bearish for everyone that sells it the picks & shovels.
Think about what that headline actually means. If the largest, most ROI-pressured buyer of GPUs and memory now has surplus capacity, that screams two things: demand saturation and looming oversupply. The entire memory/equipment bull case rests on hyperscalers buying infinitely because nobody dares cut first. That thesis just took a crack.
$META is also the only Big Four name with no profitable cloud to monetize $ 100B+ in capex. That makes it the single most likely candidate to cut spending first. This "sell the excess" framing is step one, it hands Zuck an exit that de-risks his balance sheet.
Reaction map if META actually cuts:
$META: green. Bear case (undisciplined capex) removed, FCF freed, multiple re-rates up.
Suppliers: red. The self-reinforcing capex cycle breaks the moment one player blinks.
That's why the tape is bleeding right now: $SNDK $MU $WDC $STX $NVDA $ASML $AVGO all lower while $META holds green, suppliers bleed.
Start of a trend?
(nfa)
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Dominic DeCoco retweetledi
*META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE
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Dominic DeCoco retweetledi
put skew 99
call skew 2
what do you do
Barchart@Barchart
Bitcoin $BTC closed below its 200-week moving average for the first time since 2023 🚨 This has historically been a great buying opportunity 🤯 👀
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