Data Center Index

Your edge in the trillion dollar AI infrastructure supercycle. Weekly deep dives and live tracking of data center stocks.

Not financial advice • DYOR

[Data Center Index @DataCenterIndex]

$NVDA leads the list of our weekly trade ideas.

Earnings on Wednesday after the bell.

This trade structure harvests the post-print IV crush in the bullish direction without needing the upside to break a specific strike.

See more at https://t.co/lBShCT4791

[Bull Theory @BullTheoryio]

BREAKING: NVIDIA is now worth more than the GDP of every country in the world except the USA and China.

[Data Center Index @DataCenterIndex]

$GOOGL just dropped the mic on Q1

Google Cloud exploded 63% YoY, backlog basically doubled, and they cranked capex guidance even higher

Management is all-in on compute

The data center party just got another round of champagne

[Data Center Index @DataCenterIndex]

@StockSavvyShay @brewmarkets And they are huge investors in Anthropic

[Data Center Index @DataCenterIndex]

@BullTheoryio The demand for intelligence is unlimited

[Data Center Index @DataCenterIndex]

@herbertong @SpaceX No one else this ambitious. Love to see it

[Data Center Index @DataCenterIndex]

@teslaownersSV @elonmusk For love of the game

[Data Center Index @DataCenterIndex]

@elonmusk Can I short Sam Altman?

[Data Center Index @DataCenterIndex]

Someone explain to me why $MSFT has $80B of Azure orders it can't fulfill because of power. And people are still arguing about whether $VRT is overvalued. https://t.co/XA4jXbeJy0

[Data Center Index @DataCenterIndex]

@LargeFamDad Why not do both?

2 international vacations per year with your kids. 10+ days all out.

Best of both worlds.

[Data Center Index @DataCenterIndex]

Reviewing $INTC earnings.

DC and AI revenue up 22% YoY to $5.1B. $GOOGL locked in multi-gen CPU commitments two weeks before the call.

Agents need orchestration. CPUs are back.

https://t.co/zjYrBYOn6m

[Data Center Index @DataCenterIndex]

SpaceX has Colossus and the GPUs. They spent $10B anyway on a coding app with 50 employees to find out if developer data is the ingredient xAI can't replicate.

$60B if yes. Walk if no.

https://t.co/CBJp4xWOck

[Data Center Index @DataCenterIndex]

SpaceX has Colossus and the GPUs. They spent $10B anyway on Cursor, a coding app with 50 employees, to find out if developer traces are the ingredient xAI can't replicate.

$60B if yes. Walk if no.

https://t.co/CBJp4xWOck

[Data Center Index @DataCenterIndex]

@elonmusk China swagger jacking Elon. Just like Bezos and Zuck.

To be fair, he does pick the most interesting challenges to tackle.

[Data Center Index @DataCenterIndex]

@validapau @coryweinberg No limit to how big these numbers can get

[Data Center Index @DataCenterIndex]

@jordan @SpaceX @cursor_ai Very good point

[Data Center Index @DataCenterIndex]

@TomLeeTracker I mean this guy's been saying the same thing for 10 years

[Data Center Index @DataCenterIndex]

@amitisinvesting I might have to start using cursor. Currently using Claude Mac desktop app

[Data Center Index @DataCenterIndex]

Badass

[SpaceX @SpaceX]

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

[Data Center Index @DataCenterIndex]

@MrMikeInvesting Jensen's five-layer cake is brilliant, and the energy base gets even stronger with powerhouses like $BE, $POWL, $CEG, and $VST keeping the lights on.