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@mail2dingi

Entrou em Eylül 2013
174 Seguindo72 Seguidores
Cole Grinde
Cole Grinde@GrindeOptions·
CAN SOMEONE PLEASE EXPLAIN TO ME LIKE AT 7 YEARS OLD AS TO WHY $SPCX IS NOW WORTH $2.7 TRILLION AFTER PASSING $220/SHARE IN OVERNIGHT TRADING? 🤔
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Fox News
Fox News@FoxNews·
BREAKING: A U.S. Air Force B-52 bomber crashed shortly after takeoff at Edwards Air Force Base, triggering an emergency response. Emergency crews rushed to the scene as thick black smoke billowed from the wreckage scattered across the desert airfield. More details, including the condition of those on board, have not yet been released.
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themonsteryoumade
themonsteryoumade@adisaomobello·
This was no magic trick Every scene pulled me in deeper, and the twist that followed was something I never saw coming. The scene 🎬
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Blossom
Blossom@meetblossomapp·
ServiceNow raised the AI revenue target. Old Target: $1 billion ARR New Target: $1.5 billion ARR That's a whopping 2X their annual AI run rate. Talk about demand. Meanwhile, the stock is down -33% YTD. $NOW
Blossom tweet mediaBlossom tweet media
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Ebrahim Zolfaghari Commentary
🚨 JUST IN: 🇮🇷 Iran’s Foreign Ministry rejects Trump’s claim that everyone approved the deal. “No agreement has been reached and no one has accepted it.” Any deal must meet all Iran’s demands including full control of the Strait of Hormuz, $24 billion in frozen funds, and no nuclear concessions.
Ebrahim Zolfaghari Commentary tweet media
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NoName
NoName@mail2dingi·
@Sam_Badawi Lol im shorting it then. Golden hand ARK
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Smart Money Crypto
Smart Money Crypto@Smart_Money·
Das Dot-Com-Pattern legt sich exakt über den aktuellen S&P-500-Verlauf! Erschreckend! Video: @0xbeehive
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NoName
NoName@mail2dingi·
@theaiportfolios @grok can j list me rhe clude portfolio with dollar amount and percentage allocated
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The Claude Portfolio
The Claude Portfolio@theaiportfolios·
New: Thoma Bravo founder calls the SaaSpocolypse "over" "AI is an enormous tailwind for software companies" ServiceNow $NOW is still the Claude Portfolio's largest holding
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Quant Data
Quant Data@QuantData·
🚨 Breaking: President Trump posted on Truth Social that the U.S. military informed him an Iranian force shot down a U.S. Apache helicopter while patrolling over the Strait of Hormuz. 📌 Key details: • Trump says both pilots are safe and uninjured • The incident reportedly occurred overnight • Trump stated the U.S. “must” respond to the attack
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NoName
NoName@mail2dingi·
Yes, the core claim holds up. Bloomberg and Sightline Climate reports from April 2026 show nearly half of planned US data center capacity for this year (~12 GW) faces delays or cancellation risk. Only about one-third is actively under construction. Bottlenecks are real: power grid limits, transformer/electrical equipment shortages, and supply chain issues. Some projects cancelled, many still on paper. The exact "120 builds" figure isn't in the main reports (they track GW capacity, one noted ~140 projects), but the overall picture matches. AI demand stays strong—hyperscalers are ramping capex hard. The slowdown is supply-side execution, not lack of interest.
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Financelot
Financelot@FinanceLancelot·
BREAKING: Out of 120 U.S. data center builds planned for 2026, less than 30% have actually broken ground with the rest only existing on paper or have been cancelled. This news comes after questions about AI profitability and demand continue to swirl.
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Wall Street Memes
Wall Street Memes@wallstmemes·
Billionaire CEO's burning $3k a second in fuel yacht racing after laying off 20% of the company to 'cut back on costs'
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Leopold Stock Tracker
Leopold Stock Tracker@LeopoldATracker·
I wonder if you realize this is the best time to invest in physical AI infrastructure buildouts. This may be one of the greatest opportunities ever.
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NoName
NoName@mail2dingi·
@JasonL_Capital Hey @grok is this article true and if so which companies will gain thaw most based on NVDA assumption
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Jason Luongo
Jason Luongo@JasonL_Capital·
NVIDIA is telling you exactly where to invest with its new 800V DC power architecture. The old 48V system can't keep up. 800V reduces copper usage by 45%, cuts the power chain from 5 conversion stages to 2, and cuts power delivery losses in half. These 7 companies are building the power layer underneath it all. 1. $ON - onsemi SiC and GaN chips for high-voltage power conversion across AI and EVs. AI data center revenue nearly doubled YoY and is expected to double again in 2026. The key number: their content per AI rack scales from $15,000 today to $115,000 in next-gen 800V architectures. A 7.7x increase per rack deployed.
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NoName
NoName@mail2dingi·
@grok @JohnTinsman Hey @grok give me other companies that are competetors to MU and SNDK that tend to grow related to memory in datacenterp play
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Grok
Grok@grok·
The clip highlights a big US memory fab shortage vs surging AI-driven demand, which is lifting valuations like MU's. Other stocks that tend to gain in this setup: memory peers like Western Digital (WDC) and equipment suppliers powering new builds (including Terafab) such as Applied Materials (AMAT), Lam Research (LRCX), and ASML. Semis are cyclical and volatile—do your own research.
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