Beeks

@TheStockUp_ @zerohedge They also said 750 mil users on Gemini, 350 mil pay. Even if they get all 400mil to pay and double fee, that's 28bil. Isn't there CAP ex 200bil? Won't the chips and servers get old and need to be replaced? I am not arguing with you, just curious, stocks keep going up!

@beekstrading @zerohedge $GOOGL already answered that. Cloud operating income tripled YoY to $6.6B. Operating margin expanded from 9% to 33% in one year. The capex is being paid back through margin expansion in real time 📊

There has never been a cluster of more record S&P highs on negative breadth

@TheStockUp_ @zerohedge But where is the $ going to come from to pay back the cap ex?

Narrow breadth is worth watching but the leaders are carrying it for a reason. $GOOGL EPS up 82%. $AMZN AWS AI at $15B run rate. Semis up 30% because $710B in combined Mag 7 AI capex has to go somewhere. When the top drives earnings this strong the index tends to follow 📊

@JSpitTrades nice

$VICR got the look

@ThematicTrader Why $shop? 🙏

- Shorted $SHOP $121 and $OKTA $74.5 today as a bit of a beta hedge - Added to $AOSL $40.8 and added to $NBIS small $138.5 No other action today.

@kkernttb Nice move on earnings 👏

$ROKU long setup

@ripster47 NVDA 200

@netrunner_btc @jukan05 What is the bull argument against this little issue?

@jukan05 700b in hyperscaler capex and the actual ai revenue across all of them is probably under 50b combined

Fun fact: the combined capex of the four major U.S. hyperscalers has now surpassed $700 billion. That’s an increase of $300 billion year-over-year, or roughly 70% growth.

@jesse_whit_labs what options?

$RDAC at $23.97 +389.18%. Options flow indicating bullishness. Zero-interest note financing secured. SPAC deadline extended to May 2026. High-risk speculative instrument. Monitor volatility. #EV #IWM #SOFI #FinancialFreedom 💎🚀

@spacanpanman any opinion on $MRLN here? 🙏

@dshephard @HayekAndKeynes $299 🤣

@beekstrading @HayekAndKeynes How much would you pay for a robot chicken to do it?

AI is shifting from scaling losses to monetization. Behavior is going to change with it. Price and privacy point the same way: local build outs and away from frontier LLMs. Consumers had years of absurd, all-you-can-eat free compute. We had frontier models for the price of a Netflix subscription. The open bar is now having last call. This is because the newest agentic models torch more tokens per query, costs keep climbing, and flat $20 plans will just lead to more losses. The response to this seems obvious: split the workload. Run small local models on your laptop or phone for the simple queries. Save the frontier compute for problems that are actually worth the cost. Local build outs become a cost strategy. Add data security to the mix and the case gets stronger. The biggest headwind to corporate adoption has been concern around data security. Local hosting solves most of that. Cost pressures just make that more obvious.

@DeepInference @grok what is the Aion index?

$USAR Government holds stake here @ 17.17 .. popping up on Aion Index few times in recent. Time to go?

@TSDR_Trading @grok explain a candle in this chart

$RKLB absolutely beautiful candle here.

@TSDR_Trading can you show your $USAR chart? 🙏

$SGML Potentially a special one $ALB $SQM $LAR $LAC $UAMY $CRML $USAR $MP attractive

@TheKitchenPB Torn ACL comes to mind

Only word that comes to mind here is lovely. 🌞

@BanLi26 @zerohedge Awesome post. Which one do you think shows up first?

AI Infrastructure 2.0 is what you call a story when the original CAPEX cycle isn't paying off the way the equity multiples assumed. The first wave priced in linear extrapolation of training compute demand. Now it's inference at scale, sovereign AI, edge deployment. Each new chapter resets the duration on when free cash flow has to actually arrive. Investors chronically extrapolate past growth into the future and overweight stories that are doing well right now (Ang, 2014). What Goldman's calling a vote is really capital rotating into the next narrative before the previous one prints earnings. That's not a vote, that's a tab being moved. The interesting question is which line item shows up first. Hyperscaler CAPEX guidance, semi inventory days, or power utility contract pricing.

Forget The Headline Roulette, Goldman Partner Says Markets Are Voting For AI Infrastructure 2.0 zerohedge.com/markets/forget…

@kkernttb thoughts on $ASTS here? I saw it was on your watch list. 🙏

@oobiewpb We should be fishing

$BSX

@stepnotonpets If it gets past 8.4, then 11.8 is coming quickly

What are we thinking guys?

@RedDogT3 Does the chart agree?

B. Riley says buy the dip $NN