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$Tesla (TSLA.US)$ sold the news and took the profits
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$NVIDIA (NVDA.US)$ Nvidia's (NVDA) debt situation is increasingly viewed as unsustainable due to its significant exposure to AI infrastructure financing and the rising debt levels among its customers and partners. Many AI cloud companies, such as CoreWeave and Fluidstack, have taken on billions of dollars in debt, using Nvidia's AI chips as collateral, but these companies are often not yet profitable and face challenges in generating enough revenue to service their loans.
Debt Risks and Financi...
Debt Risks and Financi...
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With “AI bubble” fears still in the air, $Alphabet-C (GOOG.US)$ has emerged as the new tech market star on the back of its Gemini 3 model and full-stack AI strategy. The stock is up over 14% this month and about 70% year to date, leading the M7 and putting Alphabet within reach of a $4 trillion market cap.
In contrast, the surge of Google’s AI chips has coincided with a sharp selloff in $NVIDIA (NVDA.US)$ , wiping about $1 trillion off its m...
In contrast, the surge of Google’s AI chips has coincided with a sharp selloff in $NVIDIA (NVDA.US)$ , wiping about $1 trillion off its m...
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Amid surging AI capital expenditures from global tech titans, market skepticism has grown, with critics questioning whether AI is a bubble delivering minimal returns on massive investment. But do the facts support this narrative?
Q3 Cloud Report: Cloud's 'Big 5' All Accelerate in Q3, Led by AWS Resurgence
According to the latest Q3 financial reports from the world's five largest cloud providers, year-over-year growth in their cloud business...
Q3 Cloud Report: Cloud's 'Big 5' All Accelerate in Q3, Led by AWS Resurgence
According to the latest Q3 financial reports from the world's five largest cloud providers, year-over-year growth in their cloud business...
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$NuScale Power (SMR.US)$ $Oklo Inc (OKLO.US)$ In comparison, these nuclear power $BWX Technologies (BWXT.US)$ $GE Vernova (GEV.US)$ $Curtiss-Wright (CW.US)$ construction and operation vendors remain undervalued; they are the more direct beneficiaries of the nuclear power revolution.
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valueinvest : tsla is 'buy on the fairytale & sell on the news'. anything associated with elon, i will nvr touch. unless for shorterm speculation purpose