Lennyyy

1.1K posts

Lennyyy

Lennyyy

@TradingwLenny

Senior Trader @PeakCapTrading. Mentor. Investor, Trend trader, Opening range break (ORB) trader. Trading daily live w/ screen share and open mic!

Amsterdam, the Netherlands Katılım Mayıs 2014
556 Takip Edilen1.5K Takipçiler
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Daniel Romero
Daniel Romero@HyperTechInvest·
RUMOR: $MSFT to be the third gigawatt-scale customer of $AMD According to a report by UBS, $AMD indicated a potential third gigawatt-scale customer beyond its existing agreements with OpenAI and $META. Microsoft appears to be the most likely candidate.
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jeroen blokland
jeroen blokland@jsblokland·
Eurozone M3 money supply grew 3.3% year-on-year in January, the fastest pace in six months. Money Supply growth is picking up in many parts of the world, including China, where it increased by 9% year over year in January. China has, by far, the largest money supply in the world, twice that of the US, despite being a smaller economy. Why? Because China has a totally unrealistic GDP growth target of 5% annually. Declining potential GDP growth coincides with faster money supply growth, increasing your hurdle rate to protect the value of your currency and wealth. In the Eurozone, the foundation of the hurdle rate is now at 3.3% and rising.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
AMD–META DEAL BOOSTS GPU OUTLOOK Rosenblatt reaffirmed a Buy rating and $300 target on AMD, citing its expanded partnership with Meta as a major validation of its AI chips. The multi-year, multi-billion dollar deal strengthens demand for AMD’s Instinct GPUs and EPYC CPUs, highlighting the scalability and flexibility of its chiplet architecture. While some critics question deal structure, Rosenblatt sees it as a long-term commitment to AMD’s roadmap—and expects more large partnerships ahead.
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AMD
AMD@AMD·
A definitive agreement: AMD and @Meta are expanding our existing partnership, aligning roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads. ✅ 6GW of AMD Instinct GPUs ✅ Custom AMD Instinct GPU derived from MI450 for Meta workloads ✅ Shipments for first GW expected in 2H 2026, powered by AMD Helios rack-scale architecture ✅ EPYC CPUs powering the majority of core services across Meta’s global data center fleet More details: amd.com/en/newsroom/pr…
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
$GOOGL $NVDA - GOOGLE STEPS UP AI CHIP PUSH TO CHALLENGE NVIDIA Google is ramping up efforts to expand adoption of its AI chips (TPUs) and compete with Nvidia. The company is investing in cloud and “neocloud” providers—potentially including a $100M deal with Fluidstack—to widen access to its chips and reduce reliance on Nvidia’s GPUs. Despite growing interest from firms like Anthropic, Google faces hurdles such as manufacturing bottlenecks, limited uptake from rival cloud providers, and supply constraints at Taiwan Semiconductor Manufacturing Company. Google is also exploring ways to scale its chip business structurally, while balancing its continued dependence on Nvidia hardware within its cloud unit. Overall, the strategy aims to build a broader AI ecosystem around Google’s chips—but breaking Nvidia’s dominance remains a significant challenge.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Investors own more Magnificent 7 stocks than ever: Hedge funds' total US net exposure to Magnificent 7 stocks is up to a record 22%. This percentage has risen +10 points since April 2025. Net exposure has nearly TRIPLED since the 2022 bear market low. Furthermore, net exposure to Semiconductors and Semiconductor Equipment is up to a 5-year high. At the same time, net exposure to software is down to a 5-year low. Hedge funds are all-in on tech.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US national debt is set to surge +$2.4 trillion PER YEAR over the next 10 years, according to new CBO estimates. As a result, US debt will likely reach a record $64 TRILLION in 2036, doubling from 2023 levels. That would be TRIPLE the debt recorded in 2018, before the pandemic. All while the annual interest costs on federal debt are expected to more than double, to $2.1 trillion, over the next 10 years. This also assumes the economy will not fall into a recession over the entire period. $64 trillion in debt is now the base case. How did we end up here?
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Lennyyy@TradingwLenny·
Interesting to see that the entities with the smartest people and resources, are convinced they need to maximise investments in (AI) infrastructure, while the market is acting with doubts
*Walter Bloomberg@DeItaone

BIG TECH TO POUR $650B INTO AI IN 2026 $GOOGL, $AMZN, $META, and $MSFT plan to spend about $650 billion next year on data centers, chips, and infrastructure as the AI race intensifies — a level of investment unmatched this century. Spending is up roughly 60% year over year, driven by the belief that AI will become a winner-takes-most market. Amazon alone plans $200B, Alphabet $185B, Meta up to $135B, and Microsoft about $105B. The massive buildout is straining energy supplies, labor, and chip production, raising concerns about bottlenecks — but none of the companies is willing to fall behind.

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Lennyyy
Lennyyy@TradingwLenny·
Google Cloud growth
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M. V. Cunha
M. V. Cunha@mvcinvesting·
$GOOGL CEO Sundar Pichai on AI demand: "The demand we're seeing across the board is exceptionally strong. I expect to go through the year in a supply-constrained way.”
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Lennyyy@TradingwLenny·
People think they need more information to solve their problems, but the real issues are usually emotional Knowledge helps a little, but it doesn't solve the underlying feelings that hold us back
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Lennyyy@TradingwLenny·
There are so many things to learn, that we could not even waste one second
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
🚨 BLACKROCK'S FINK: 'SINCERELY BELIEVE' THERE IS NO AI BUBBLE
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TIME
TIME@TIME·
“There’s a belief that the world’s GDP is somehow limited at $100 trillion,” Jensen Huang, the head of Nvidia, tells TIME. “AI is going to cause that $100 trillion to become $500 trillion.” The Architects of AI are TIME's 2025 Person of the Year. Read more: time.com/7339685/person…
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Lennyyy@TradingwLenny·
OpenAI at risk getting destroyed by $GOOGL Instead of the previous prevalent narrative of disruption risk for $GOOGL caused by OpenAI
*Walter Bloomberg@DeItaone

OPENAI DECLARES ‘CODE RED’ AS GOOGLE CLOSES IN OpenAI CEO Sam Altman reportedly issued a “code red,” telling staff to prioritize major improvements to ChatGPT as rivals like Google and Anthropic gain ground. According to internal memos, OpenAI is pausing projects such as ads, shopping tools, health agents, and its Pulse assistant to focus on faster, more reliable, and more personalized ChatGPT performance. Teams will join daily calls, and employees are encouraged to shift temporarily to speed up the upgrades.

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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
$BABA - ALIBABA SAYS GROWTH POTENTIAL FOR AI IS STILL CONTINUING TO ACCELERATE ALIBABA: CANNOT KEEP PACE WITH GROWTH OF CUSTOMER DEMAND FOR AI
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Lennyyy@TradingwLenny·
It’s confirmed now Alphabet / $GOOGL ‘s excellence is making the market nervous Are we seeing the development of our potential new corporate and technological overlord? Corporate overlord always in strategic partnership with the US administration since technology is developing further as geopolitical strategy
Lennyyy@TradingwLenny

Is $GOOGL partly causing the weak market sentiment/ aggressive sell off? Gemini 3 their new AI model came out crushing other models It’s running on just Google’s TPU chips This is putting pressure on OpenAi, while the market was printing in hundreds of billions future investments of them

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Keşfet

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