@prcubadogg Amazon are big babies about announcing them as tenants.
I thought since they kept Oracle secret for so long it was Amazon, but obviously I was wrong about that.
I think Google would be our best bet for diversity. I just hope it wouldn’t piss off Nvidia.
They say concentration is bad, but I would take $CRVW in all of it. Every megawatt cause it would just make us stronger with Nvidia.
A real wacky twist would be $AMD
$ASTS $CRVW $NBIS $RKLB $SPY Good to see Trump reward patriotic Americans. Invest in America, educate America, train America, employ America. America First!!
💥MAGA💥
President Trump is currently weighing whether to push for a capitals gains tax cut ahead of Midterms, per Bloomberg.
lol would be awesome ✌️🤣
i have so mu ch capital gain
$SPY $CRVW $NBIS $ASTS $RKLB
@howardlindzon Neo Clouds for the win as I said last week! They have the land, power and GPUs. So they will print money since even the Chinese models like Kimi are compute restrain! $IREN is a winner such as $CRVW $WULF and $NBIS 🫡
$APLD $NBIS $CRVW
The algorithms instantly read "excess capacity" as a catastrophic demand collapse, mechanically dumping infrastructure operators like CoreWeave, Nebius, and APLD.
But an audit of the unvarnished reality reveals the exact opposite.
Zuckerberg explicitly stated that other firms are approaching Meta "almost every week" begging to buy their spare computing power at a premium.
Meta intentionally overbuilt their capacity to ensure they are never bottlenecked, and the broader market demand is so violent they can effortlessly sublease the heavy iron.
The take-or-pay landlord model is not broken, it's lucrative. The tenant simply has so much hardware they are operating their own localized tollbooth.
This is why the sector always roars back.
A Bloomberg headline does not cancel a 15-year, take-or-pay contract or the inevitable $2B NOI.
All the silly Bloomberg narratives do not stop Wes from snapping the concrete and transformers together like LEGO bricks.
