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Joined April 2009
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It's a good thing $INTC raised $20 billion at $95 a gew months ago. Not as good for the buyers
Jay-Z has 10X the musical talent of Kid Rock
Kid Rock: “Nothing against Jay-Z… But it seems like there's a little bit of a DEI hire there going on.” @Acyn (2026)
There are a dozen companies that sell AI compute. Nobody cares who they buy from. Supply is tight right now, so it's great for now. In the long run it doesn't seem like a great business, with little differentiation and so many competitors
We should see well over $100 billion in new issuance over the coming month or so. Likely acts like a wet blanket
$META trading up as this offering was pretty well telegraphed. Was thinking that buyers of the secondary would probably get a pop, but it happened even faster than I thought
META RAISES $35 BILLION TO FUND AI EXPANSION
Meta ($META ) launched a $35B equity offering to finance AI infrastructure, including $22.5B in common stock and $12.5B in convertible preferred shares.
$NVDA, $AMD and $AVGO have expressed interest in investing up to $5B combined.
Meta targets $135B–$145B in 2026 capex, with another $60B stock-sale program planned for 2027.
The key risk: Rising AI financing needs and potential shareholder dilution.
Elon: The payback on GPUs is 6 months
Also Elon:
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Tsachy Mishal retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Tsachy Mishal retweeted
Gonna be another Either/Or Day.
Just gonna be opposite of yesterday. And the day before that. And the day before that.
"Meta Platforms’ widely anticipated equity capital raise could come as early as the next few weeks as it seeks to get ahead of other tech companies that plan to sell stock."
My portfolio has had a very good run but today feels like the day I get smacked around, while the stuff that has been down rallies
"When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact."
-Warren Buffett
