$1,000 follows their calls into $1,090
Ezequiel Lopez@EzekielMXZuck and @alexandr_wang did it. Long $META.
GIFEzequiel Lopez@EzekielMX.@grok create a graph visualizing OpenAI's $50B ARR vs some of the best publicly traded companies.
Ezequiel Lopez@EzekielMXYep, no brainer. Google is here to stay.
The Fundamentalist@funmenati$GOOG Even if you subtract the debt, you are looking at a healthy cash position of more than $140B
Ezequiel Lopez@EzekielMXBullish AF for $IREN as they will close new (much better) deals closest to GPUs and power come online rather than locking everything years ahead.
Gavin Baker@GavinSBakerMarket is overreacting to hyperscale credit spreads widening from my perspective. TL;DR Spot pricing for renting GPU compute materially above contracted rates implies hyperscalers are underearning while operating cash flow acceleration is an underestimated source of funds for AI
Ezequiel Lopez@EzekielMXAlgos are literally giving a flash crash discount on $NBIS and $IREN for anyone paying attention. We ARE compute constrained. $META's original plans are to create truly engaging AI apps, if they fail, they will sell the excess compute just like $SPCX did.
