MaNameJeff
voted
The AI infrastructure debate has sharpened quickly. Meta expanded its CoreWeave commitment by about $21 billion through 2032, CoreWeave added Anthropic, OpenAI deepened its AWS partnership by another $100 billion over eight years, and Anthropic separately signed for multiple gigawatts of next-generation TPU capacity from Google and Broadcom starting in 2027.
Scarcity Built the Trade
Neoclouds win because they solve today’s probl...
Scarcity Built the Trade
Neoclouds win because they solve today’s probl...
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$Micron Technology (MU.US)$ literally told you guys yesterday and you didnt listen
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$Micron Technology (MU.US)$ micron needs helium to produce chips. Iran hits QATARI gas field. Helium is a byproduct of gas processing. Qatar supplies a third of the worlds helium. More expensive helium = lower margins, reduced helium supply = lower HBM output. Rising energy prices = lower margins. MU is a temporary sell. What isnt a sell is the picks and shovels that still need to be paid for to bring the new fabs online. AMAT, LRCX, TERADYNE.
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$Micron Technology (MU.US)$ sold out, too much memory exposure on my side and already took over 100% profits now. Shifting to industrials. GE aerospace.
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MaNameJeff
commented on
$Hims & Hers Health (HIMS.US)$ This Scam Company is finally down to the toilet. They are not a drug company, they are a tech bro online marketing selling Drug made in China. But their money making machine is now illegal and will be pounded by the FDA. If you invest in this company now, kiss your money good bye forever
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MaNameJeff
reacted to and commented on
$AUD/USD (AUDUSD.FX)$ fuck you AUD
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MaNameJeff
commented on
$Amazon (AMZN.US)$ told ya that its a good time to buy . People always doom and glooming.
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$Amazon (AMZN.US)$ keep selling please let me grab more lower 🥹.
$Amazon (AMZN.US)$ easiest buy in a while since april.
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