They’ll know better how much to spend in 2027 once they raise $100b in your face
soxx fading after hours. lrcx smashed bc not big enough beat. Meta fading bc they’re about to stuff equity down your throat
gg
SE adtv is 4.5m shares. Last 3 days have been ~14m per day, 3x normal. In-line w/a normal earnings day.
Yipit calling for GMV miss + cryptic Sea Cloud memo.
Bulls sellling, fast money shorting.
Probably close to near term capitulation unless insinuating needing to raise.
This market is never ending rage bait. The pain trade isn’t up or down it’s just participating in this trash
Good old Michael Elias comes out blasting this morning with checks indicating none other than Papa Jensen from $NVDA himself is backstopping $ORCL buildout. Should read as a massive overhang removed in this name.
Neoclouds acting a bit tricky this morning though, with $CRWV $NBIS down and a certain Korean IPO getting clapped.
Other names - $SPCX re-sizing but not sure which way, $GOOGL remains active and $AMZN steady.
👏
Construction on the Project Jupiter data center campus is moving quickly, with strong progress on site. We remain committed to developing responsibly and protecting New Mexico’s land, air and water.
Last week we proposed reducing the microgrid's permitted emissions by 35%. This was in direct response to the NMED staff's questions and public comments.
Last month we issued an RFP for 2 gigawatts of renewable energy in New Mexico. This effort supports our commitment to achieve 100% carbon-free energy matching for Project Jupiter by 2031 and to meet New Mexico’s renewable energy goals before 2045.
Project Jupiter’s cooling and fuel cell systems are designed to use non-potable water, with an initial fill followed by limited maintenance needs. Including the initial fills, the estimated average annual operational water use for these systems over 15 years is equivalent to approximately nine U.S. households.
We are proud to be a major part of making Doña Ana County one of the top 3 economic development generators in the State of New Mexico.
I don’t think the AI cycle is over. But I think financing will be harder, things will be scrutinized more w/math, the marginal bid on a stock will be harder to get, & gone are the days of +20% pops on random/recycled press releases
Capex can grow by hyper’s OCF growth and be ok
It cannot be understated how important confidence is in large capital buildouts. Contagion happens fast and it becomes reflexive. So Trump really needs to fix this Iran situation to get oil/rates from getting more out of control
Way too much macro and micro uncertainty right now
