RuebenInvests
771 posts

RuebenInvests
@rueben9_
18 | All positions researched with in depth analysis. Believe in yourself when others don't. NFA DYOR
Katılım Ekim 2021
168 Takip Edilen149 Takipçiler

@CodmicoInvests We could see another pull back short term I think long term memory in general will keep being essential for the AI buildout . Mu is sold out till 2027 no hyperscales can get enough memory
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This is what you're paying $100,000 per month for

Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 Trump Media officially launches paid service offering faster access to President Trump's Truth Social posts.
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$GOOGL Cloud just exploded +82% YoY.
$MSFT Azure +43%.
$AMZN AWS +37% — its fastest growth in years.
AI demand isn’t slowing. It’s accelerating across every hyperscaler.
Here’s the part most people miss:
Despite record AI CapEx, these businesses are still printing BILLIONS in operating income with expanding margins.
Scale + infrastructure = one of the strongest business models on the planet.
The AI spend is turning into real profits. Who’s still underestimating this?

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$SPCX either going to $50 or $200 what do you think?
Watcher.Guru@WatcherGuru
JUST IN: Elon Musk's SpaceX $SPCX reports earnings for the first time in company history this week.
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