The AI buildout is turning capital allocation into an infrastructure race. The headline numbers are enormous: the largest platforms are guiding to hundreds of billions of dollars of annual capital spending. But the spending does not accrue evenly across the ecosystem. It moves first toward the assets that can become usable compute soonest. That is […]
AI Infrastructure Is Pulling Capital Toward Power-Rich Operators Read More »
This is NOT 2000 Dot Bomb! We actually have accelerating earnings and AI induced efficiency. @bluechipdaily & I did a @TheROShowPod in Feb24. Are We In A Tech Bubble? Larry Tentarelli Ep.117 You can’t have a stock market bubble if earnings are growing faster than expectations, multiples are compressing, and companies are becoming more productive
This is not the 2000 dot-bomb Read More »
AI Spending Accelerates $META -> Epic Beat, AI Spending Accelerates $MSFT -> Another AI-Fueled Beat with Record CapEx $NVDA -> the KING with massive AI CapEx Tailwinds They will likely BO smaller Data Center, AI Infrastructure, Energy companies. Any Ideas? $IREN ? $CIFR ?
AI Spending Accelerates Read More »
Dont believe them! Arent we MUCH HIGHER now? Are they nefariously misleading us or just wrong? Regardless, reread first line. Goldman Sachs: markets might not have bottomed Wells Fargo: could retest the lows Morgan Stanley: retesting the low end of 5,000 range is feasible JP Morgan: sees S&P500 falling to 4,000 in worst case scenario
Don’t Believe the Bearish Calls: Markets Are Much Higher Now Read More »
The 2000 dot-com episode is a useful warning for todays AI enthusiasm. Euphoria can continue long after valuations detach from near-term fundamentals. Strong narratives, easy liquidity, and fear of missing out can push prices higher even as the margin for error narrows. That does not mean every AI investment is a bubble or that the
2000 Dot-Com vs AI: Euphoria Can Continue Before the Peak Read More »
2000 Dot com vs NOW AI – where are we in this cycle? more to go for peak euphoria?! Speculative behavior like we have seen lately might seem bearish at a first glance but the truth is this: On every timeframe from 3m, 6m to 1y, this type of behavior leads to a 50-100% outperformance
Dot-Com 2000 vs. AI Now: Is There More Euphoria Ahead? Read More »
Know your Zweig Breadth Thrust Remember the Zweig Breadth Thrust 3 months ago, on April 24? 3 months later the S&P 500 is up 16%, the 2nd best return for a ZBT in history. The average return 1 year from the signal for ZBTs that were up 13%+ after 3 months is 32%. We’re talking
Zweig Breadth Thrust: The S&P 500’s Historic Follow-Through Read More »
IREN is increasingly more than a Bitcoin-mining company. It is becoming an AI infrastructure and data-center business built on power, land, and high-density capacity. That distinction matters. Bitcoin mining monetizes available electricity today, but the same infrastructure can support GPU-rich AI workloads tomorrow. IRENs data centers are designed for high-density deployments, which gives the company
IREN Is More Than a Bitcoin Miner: The AI Infrastructure Pivot Read More »
Patents, $1.68B in CASH, sector leader… $IONQ Patent Alert IonQ has been granted a patent for methods that let trapped-ion quantum computers run multiple entangling gates at the same time. This is important because: It cuts down circuit depth and speeds up execution, which boosts throughput and fidelity. It
IonQ’s Patent Advantage, $1.68B in Cash, and Sector Leadership Read More »
If they kept lowering the cost to open a trust line from 10$XRPto now .2$XRPwho says this pattern doesn’t continue and they lower it to .01$XRPor create a smaller unit of$XRPlike sats to$BTC? Ultimately, anything is possible. Utility is most important! Price will follow.
XRP trust-line costs and utility Read More »
