$1,000 follows their calls into $808
Peter Wolff@peterjwolffWelcome to the AI datacenter (DC) party $META. Their “selling excess compute” announcement freaked out the market. An investor has to decide whether they think the insatiable demand for AI compute is over-exaggerated or underestimated at this point in the DC buildout cycle.
Peter Wolff@peterjwolffSentiment is down across the AI datacenter sector this week. We'll be adding into the discounts here. Trimming $SGOV, $LLY, $ELV, and $AMD here to add to $IREN, $CIFR, $WULF, and $NBIS.
Peter Wolff@peterjwolffThank you $WULF for this well-timed Anthropic deal reminding the anxious market that many AI datacenter picks remain undervalued.
Peter Wolff@peterjwolffWolff’s Flagship Fund Report: Week 25 Free tier: https://t.co/LW0eP38j2n Paid tier: https://t.co/850fK7qaeJ Fund link: https://t.co/hOngJScVUv In this week’s report, I share my thoughts on my $IREN, $CIFR, $NBIS, & $WULF increases on this dip and the “Bag 7” stocks. FAQ 1:
Peter Wolff@peterjwolffStill bullish $LLY
Bearly AI@bearlyaiNvidia and Eli Lilly are building a $1B lab for AI drug discovery in SF. Lilly CEO Dave Ricks talks about their data advantage: “Some scale [tech-bio] players…are just training on public data but they’re only 4,000 ever approved drugs. Lilly alone has 3 million failed drugs.”
