Oil, ex Arsenal fan & E&Ps. Great looking and smart, a true Stable Genius! Tweets are my own and should never be taken seriously, like never ever.. Master Troll
$AVGO Broadcom CEO Hock Tan: Long lead times are encouraging customers to place orders years ahead of deployment.
“They are placing their orders early and they're placing their orders now, and they are placing orders in fairly huge demand.”
BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.
ELON MUSK SAYS MICRON NOT BUILDING ENOUGH HIGH VOLUME MEMORY CHIP FABRICATION CAPACITY $MU $TSLA
Says Idaho fab under construction only a tiny fraction of memory that’s needed.
Seeks to build Terrafab to help meet demand.
Donald Trump told reporters that his team might buy US stakes in artificial-intelligence companies and said he would host a meeting with AI executives as soon as next week https://t.co/PEEBpte0jN
If you're long $NVDA, the bear case might be structural, not fundamental.
Dan Loeb on @theallinpod: pod shops are designed to carry short exposure. At $5 trillion, $NVDA is the default safe short - large enough, long enough run, easy to justify to LPs.
The bears aren't making a fundamental call. They're filling a structural requirement. That's why the discount persists. And when earnings force a re-rate, the unwind could be fast.
Loeb: undervalued on a 2-3 year basis. Same pattern preceded Amazon's and Google's breakouts.
Full pod mechanics breakdown:
https://t.co/PD4fBjBDUa
Source: All-In Podcast - https://t.co/7OPUSYNIvz
Tough day for semis/tech but AI spend cycle is accelerating. Make your shopping list!
$AVGO $IBM $SNOW front and center for me.
Enjoy the weekend.
Thought fitting:
Kings of Leon - To Space
Today was the worst day on SPX this year, the worst day in 164 trading days, and the 2nd worst day in the past year. It was the 8th worst day in the past decade.
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.
"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.
After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."