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$NVIDIA (NVDA.US)$ has made another major move in the neocloud market.
On May 7, Nvidia and $IREN Ltd (IREN.US)$ announced a broader strategic partnership centered on AI infrastructure. Under the deal, IREN granted Nvidia a five-year right to buy up to 30 million ordinary shares at $70 per share, giving Nvidia the right to invest up to $2.1 billion if fully exercised. At the same time, IREN signed a five-year $3.4 billion...
On May 7, Nvidia and $IREN Ltd (IREN.US)$ announced a broader strategic partnership centered on AI infrastructure. Under the deal, IREN granted Nvidia a five-year right to buy up to 30 million ordinary shares at $70 per share, giving Nvidia the right to invest up to $2.1 billion if fully exercised. At the same time, IREN signed a five-year $3.4 billion...
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Well well well! Google rewarded for lower CapEx and Meta punished for higher CapEx. This will lead to an interesting shift I believe that won’t end well for hardware companies like NVIDIA. Seems many of the hyperscalers are continuing to be punishsed for generating little to no ROI on AI with high CapEx projections. Google has the right idea and Google’s earnings were absolutely amazing, wow! $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Alphabet-C (GOOG.US)$
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Key Takeaways
– Coal is back as oil and LNG spike on geopolitical shock.
– Fuel switching improves as gas loses its cost edge.
– High crude also lifts coal-to-chemicals economics.
– AI power demand is reviving U.S. coal optionality.
– BTU and CNR offer the cleanest coal beta.
– The trade works best if energy prices stay elevated.
Coal is nobody's prettiest story on the tape, but markets don't pay a premium for moral elegance when ...
– Coal is back as oil and LNG spike on geopolitical shock.
– Fuel switching improves as gas loses its cost edge.
– High crude also lifts coal-to-chemicals economics.
– AI power demand is reviving U.S. coal optionality.
– BTU and CNR offer the cleanest coal beta.
– The trade works best if energy prices stay elevated.
Coal is nobody's prettiest story on the tape, but markets don't pay a premium for moral elegance when ...
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$Crude Oil Futures (JUL6) (CLmain.US)$
Short it, oil is obsolete now.
Wish this region would wake up - youre fighting over a graveyard. In 50 years this area will be uninhabitable.
Short it, oil is obsolete now.
Wish this region would wake up - youre fighting over a graveyard. In 50 years this area will be uninhabitable.
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$Bitcoin (BTC.CC)$ bleeding non stop
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$Tesla (TSLA.US)$ an overvalued stock is an overvalued stock, lets see if it touches 395 today again
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$NVIDIA (NVDA.US)$ NVDA has gained 1100% over the past 5 years. Now it’s over. Only down trend from now on.
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$NVIDIA (NVDA.US)$ This company got Strong Fundamentals and so far done well under AI market pressure. This butchering seems pure manipulation - again :(
I'd hold it since this dip I feel is an over-reaction and hopeful for a recovery from next week.
I'd hold it since this dip I feel is an over-reaction and hopeful for a recovery from next week.
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$NVIDIA (NVDA.US)$ good earning drop, bad earning drop, good outlook drop, bad outlook drop.
what is fundamental nowadays?
what is fundamental nowadays?
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152343525 skumaar42 : yeah, we just read about it