Chill Banker

IB

[Chill Banker @ChillBanking]

“My advice: Don’t beat yourself up over past mistakes - learn at least a little from them and move on. It is never too late to improve. Get the right heroes and copy them.” - Warren Buffett

[Chill Banker @ChillBanking]

@AnalysisOp @TheTranscript_ 😆 risk reward not there huh

[Chill Banker @ChillBanking]

@jeremie0117 What a call

[Chill Banker @ChillBanking]

SK Hynix is down 40% in the last month 👀

[Chill Banker @ChillBanking]

@blockspace 🔥 https://t.co/2X912fFkbI

[Chill Banker @ChillBanking]

MS: Behind the Meter Generation could create an additional $7.4B -$16.6B in value (90%-200% of current MC) for Cipher Digital

Increase Bull Case to $76.50 from $63.50.

[Chill Banker @ChillBanking]

@SemiconductorsX Closer to 6x forward earnings my friend.

[Chill Banker @ChillBanking]

Mizuho: “We believe $ORCL shares, trading at multi-year lows, reflects one of the most attractive risk/reward profiles in our coverage. Shares trade at 14x non-GAAP CY27 EPS, a discount to every comparable infrastructure peer despite above-peer growth…”

[Chill Banker @ChillBanking]

@matthew_sigel Missing Hut 8! Critical point because prices aren’t rolling over as the clsk deal could improperly be interpreted.

[Chill Banker @ChillBanking]

@FinanceLancelot Completely collapsing in the weirdest way possible. 😂

[Chill Banker @ChillBanking]

@AnalysisOp @zephyr_z9 👀 worse?!?

[Chill Banker @ChillBanking]

Deutsche Bank DRAM Demand-Supply Model Forecasts a Shortage through 2030 $MU $SKHY

[Chill Banker @ChillBanking]

@negligible_cap

[Chill Banker @ChillBanking]

DISTRESS WATCH: Data Center Debt Hits a Wall After Deal Rush

Over $500 billion debt financing artificial intelligence infrastructure is meeting investor resistance. Nearly 80% of data-center securities sold since early last year are now quoted at a wider spread than at issuance

[Chill Banker @ChillBanking]

Data centers in the US will account for about 20% of the nation’s electricity consumption in 2035, up from 5.9% today, according to BloombergNEF.

[Chill Banker @ChillBanking]

BlackRock-MGX Consortium Eyes $5 Billion Aligned Data Centers Expansion https://t.co/c1V1dSG6OR

[Chill Banker @ChillBanking]

Susquehanna Financial raised the target on Texas Instruments Inc. to $340 from $300. Maintains positive rating. $TXN

•New PT implies a 20% increase from last price.

[Chill Banker @ChillBanking]

Bank of America adds Micron to their U.S. 1 List, a collection of their best investment ideas $MU

[Chill Banker @ChillBanking]

When news flow is this negative, it’s usually a signal. $ORCL

[Chill Banker @ChillBanking]

UBS Crowding update - Semis pulling back from record highs

“For the overall sector, sentiment has tapered slightly since reaching record levels in late June. $LRCX, $AVGO, $ST, $MU, and $AMD are the stocks in our coverage that appear the most long-crowded.”

[Chill Banker @ChillBanking]

Demand for Compute > Power Supply

MS Forecasts a 38 GW Power Bottleneck over 2026-2028

[Chill Banker @ChillBanking]

Morgan Stanley Intel Earnings Preview: Expect very good server numbers & foundry enthusiasm, though we remain somewhat skeptical $INTC