PA

@Sam_Badawi What is most important to know exactly how much money going to Nvidia, Nebius and other cloud provider? The exact amount. We do not know how much is not going to Nvidia or other neocloud

ACCELERATING THROUGH 2028 Hyperscalers are rapidly reaccelerating CapEx as the AI infrastructure buildout shifts from pilot clusters to full-scale deployment across compute, networking, and power. $META - $135B [+93%] $GOOGL - $185B [+103%] $MSFT - $190B [+129%] $AMZN - $200B [+53%]

@Sam_Badawi Is meta fits in this definition?

@Sam_Badawi A hyperscaler is a large-scale cloud service provider that offers highly scalable and flexible computing infrastructure to businesses and organizations, utilizing massive data centers to store and process vast amounts of data. These providers operate on an enormous scale.

@daniel_koss @sporadica Warren Buffett WAS greatest investor from 1965 till 2021. Chapter closed. History book will take notice of it. That is it friends.

It's very obviously not a smart move. This is a great investor who just missed the train on tech and decided to basically go cash in the age of money printing. I understand. I'm nobody. He's the GOAT. That's why nobody has the balls to speak up about how insanely bad that move obviously was.

can someone explain to me how this is somehow a smart move by Buffett, because frankly it seems like a pretty big failure on the part of Berkshire to be sitting on cash and T-bills while inflation skyrockets and the market keeps on absolutely pumping

@Sam_Badawi He is wrong. Option and future and vol curve does not suggest downside risk at least as of friday

PAUL TUDOR JONES ON BUYING THE S&P 500 RIGHT NOW: "If you buy the S&P at this current valuation, the 10-year forward returns are negative when you buy with the S&P P/E of 22. That's what history shows." Jones called the 1987 crash before it happened. He's not predicting a crash. He says the setup is more leveraged than anything he's seen including 2008. "The stock market's really high, and it's going to be really hard to make money from here."

@Futurenvesting Can we not forget TPU and Trainium? Is this bullish for them?

Anthropic is now showing off $44 BILLION in annual recurring revenue. This is up $14 billion (+46.6%) since last month! BULLISH for AI Infrastructure $NVDA $AMD

@Mr_Derivatives Things that got fast up also comes down with same speed when there is not real fundamental reason behind.

$INTC We will look back one day at this and be like Trump really did give the whole world OUTSIDER information...

@TheProfInvestor 1000 percent correct. What is science behind it? No one knows. ATH market. Bearish news on horizon for correction but do not know which news

remember when the War deal is reached. we will find another Chaos. that's the next thing which will bring a pullback it is always that way. Market pullbacks and timing of these "events" is always aligned.

@TrendSpider One has fundamental behind it and other has HOPE behind. Lets see what happens in the END

this is getting out of hand

@RealMattMoney You owned since may of 2023. Great job

Sometimes the market gets it wrong and gives you the opportunity to make easy money - if you can sort through the noise and make a rational decision. $GOOGL

@josenajarro Nvidia maintains high gross margins (70–75%), while hyperscalers typically operate their cloud divisions at much lower margins (low-to-mid 30s). By building their own chips, these companies can significantly reduce their capital expenditure and retain more profit

Lol, I used to joke around saying I was "the $NVDA Guy" due to how much I talk about the company ... but I think I was the first to find this public finding on Oct 6, and now everyone is finally discussing it. So, no more joking around. I am now THE $NVDA GUY.

@KrisPatel99 @Futurenvesting Nvidia maintains high gross margins (70–75%), while hyperscalers typically operate their cloud divisions at much lower margins (low-to-mid 30s). By building their own chips, these companies can significantly reduce their capital expenditure and retain more profit

@Futurenvesting More Bullish for $GOOGL $AMZN $AVGO and $MRVL

@Futurenvesting Nvidia maintains high gross margins (70–75%), while hyperscalers typically operate their cloud divisions at much lower margins (low-to-mid 30s). By building their own chips, these companies can significantly reduce their capital expenditure and retain more profit