🚨 I’ve been looking for a way to gain exposure to healthcare, as I believe it will be one of the biggest AI beneficiaries over the next decade.
After a lot of research, I decided $TEM is the company I want to invest in.
If you’re interested, I just published my full deep dive
Anyone who’s spent part of their career in banking or finance has probably lived through a major technology transformation project led by one of the big consulting firms.
These projects were expensive.
Large consulting/advisory fees. Teams of consultants. Travel to client
About 6 months ago I made a video comparing $NBIS and $IREN.
My conclusion was pretty simple: I thought both would benefit enormously from growing AI compute demand, but I believed $NBIS was the better investment because I had more confidence in the experience and strategic
$NVDA earnings were incredibly bullish for $NBIS and the broader AI space.
Hard not to see this coming based on what both Jensen and Arkady have been telling us about AI infrastructure demand.
Hopefully this keeps the AI bears quiet for at least a few weeks 😂
Will for sure be a big week for the AI Clouds this week as NVDA and IREN report. I am expecting heightened volatility due to algo movement.
I think both $NVDA and $IREN give us very positive earnings based on what we know w/ growing demand.
Meanwhile, here is my latest $NBIS
The next crisis starting in France is inevitable with their current debt levels.
The crisis might not happen this year.. but it’s likely coming sooner than later. Expect a flight to gold, BTC and USD based assets/equities when it happens.
What will the ECB do when this crisis
With regards to the $NBIS convertible notes offering, its required... and it should come as no surprise.
They’re raising billions to accelerate the data center buildout at a time when management says demand is exceeding supply.
Yes, there are dilution concerns BUT if you’re a
Big win for $NBIS in Vineland.
The Planning Board approved the DC expansion, clearing the way for construction to continue and the site to scale to 300 MW.
There was a ton of FUD going into this hearing w/ a very loud minority making it sound like the project could be stopped.
