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@HyperAICapital Bullish for $NBIS contracted power puts them far ahead of other Neoclouds in the AI Infrastructure space.

🚨 US DATA CENTER BUILDOUT HITTING A MAJOR BOTTLENECK Nearly half of planned US data centers are now being delayed or cancelled due to power shortages. Companies like Amazon, Oracle, Meta, Google and OpenAI have committed over $600B to AI infrastructure this year. Critical electrical components like transformers, switchgear and batteries can’t keep up with demand. Even with increased imports from China, plus sourcing from Canada, Mexico and South Korea, supply is still falling short.

@JUST_KAWS @StockSavvyShay You think it gets there before the ATH run?

@StockSavvyShay Waiting for under $100 again

$NBIS down 11% after raising ~$3.8B via convertible notes

The AI Revolution has arrived.

@EndicottInvests Bullish on $NBIS upped my position as well. UK deal by end of year?

Bought $NBIS

@StockSavvyShay 🐂

@StockSavvyShay Leaving out $TSM in this is criminal Shay!

EU TO BUY $46B IN AI CHIPS UNDER NEW U.S. TRADE DEAL So freakin bullish for chip stocks: $NVDA, $TSM, $AVGO, $ASML, $AMD, $MU, $ARM, $ALAB, $LRCX, $MRVL, $QCOM, $INTC

@StockSavvyShay $AMD is just getting started and taking $TSM along for the ride. The 👑 of interference.

$AMD CEO LISA SU SAID $TSM U.S. CHIPS COST 5–20% MORE THAN TAIWAN & DEMAND IS STRONG FROM $TSLA & OPENAI

@MMoney642 $NVO incredibly undervalued at these levels. 🐂 ish on $NVO

So is the market just calling it the end for $NVO? Operating Cash flow is up 90% since Q1 2022. The stock? Barely moved.

@CocJii @StockSavvyShay $LCID and $UBER partnership.

@StockSavvyShay why is lucid up but Tesla Down then both of them are Ev company

U.S. TO IMPOSE 94% TARIFF ON CHINESE BATTERY MATERIAL -- IMPACTING $TSLA & EV SUPPLY CHAINS

@InvestingVisual $TSM killed it $GOOG is next 🔥🔥

$TSM crushes Q2 earnings! 🚨 🟢 Revenue $31.6B vs. 30.2B expected 🟢 EPS $2.60 vs. $2.38 expected 🟢 Gross Margin 58.6% vs. 57.9% expected $TSM +2% pre-market

FED CHAIR POWELL IS THE STOCK MARKET’S MOM -- NEVER GETS THE CREDIT, ALWAYS HOLDS IT TOGETHER I’m in the camp that thinks the Fed should’ve started cutting months ago -- but calling Powell a bad Chair is wildly off-base. The guy steered us through COVID inflation, tariff-driven deglobalization, a regional banking crisis, and still got $SPY & $QQQ to ATHs. You can debate the pace. But you can’t deny the outcome.

@StockMKTNewz 🐂 ish on AMD. Lisa knows tech.

Piper Sandler today raised its price target on $AMD to $140 up from $125 while maintaining its Overweight rating

@mvcinvesting Putting $CRWV to shame.

$NBIS just reached a new all-time high. ✅ Congrats bulls! Appreciate all the kind messages.

@VladTheInflator Is there any data on how long individuals owned their properties before selling? Very hard to believe that people who bought in 2020 are giving up that interest rate. Also, any Southern California specific data? SoCal so behind on inventory!

Who the fuck is going to buy all these houses?

ARIZONA STATE CONSIDERED 😈 @ASUFootball is the No.4 seed in the @CFBPlayoff #ForksUp

CHAMPS 🏆 Congratulations to @ASUFootball for claiming the 2024 Dr Pepper Big 12 Football Championship.

@englishwithandr @benbbaldwin Buddy has the same argument. Which I’d agree that when viewing the unit as a whole it’s easier to blame the one performing significantly worse as a unit. But from a line perspective I still feel O-Line has less output.

Week 12 NFL Thread The Panthers are no longer outlier-bad. The Raiders are now the Saddest NFL Team

@benbbaldwin To further add, buddy thinks the D-Line is a bigger problem because the unit is performing worse. Although, when comparing lines it’s definitive who the lesser quality performances are coming from.

@benbbaldwin What do you think needs more improvement from the Bengals? My buddy and I go back and forth whether the O-Line or D-Line has the bigger issues. My take is offensive line!

ARIZONA STATE PULLS OFF THE UPSET AT NO. 16 KANSAS STATE 🤯 The Sun Devils get their first CFP Top-20 win since 2019. (📷:@ASUFootball)