Incredible day at the @PalantirTech Sovereignty Boot Camp. Got to spend some incredible time with the man himself working on the Palantir @ZetaGlobal partnership.
$ZETA
LG 🚀🚀🚀
I don’t know who needs to hear this
But if a companies share price is declining due to excessive Ai Capex
While the rest of their margins are healthy
This is healthy long term
This is quite literally the best case scenario to buy a stock
Especially if it’s around its 200 WMA
BREAKING: Nvidia is in talks with OpenAI to guarantee $250 billion in financing for a data center in Ohio.
Details include:
1. The guarantees from Nvidia would help OpenAI lease a 10GW project that SoftBank is developing in Ohio
2. In total, the project could cost more than $500 billion, the largest data center project ever announced
3. The power for the project is controlled by the US government and funded separately by Japan under a recent trade deal
4. Commerce Secretary Lutnick is reportedly involved in deciding who will get the power
The data center buildout just hit a whole new level.
$GOOGL says it will “expand the use of third party capacity in Q3” as a bridge while it builds more internal capacity.
After years of surging hyperscaler CaPex, demand still exceeds supply showing shortage is severe enough that even Google will accept lower margins for faster access to compute.
$CRWV, $IREN, $WULF, $HUT, $CIFR, $NBIS, $APLD
$NVDA has launched the Open Secure AI Alliance with $PLTR, $SPCX, $CRWD, $PANW, $NET, $SKHY, $IBM and dozens of other tech leaders.
The group will share open-source AI and cybersecurity tools while advocating for safeguards instead of broad restrictions.
$ZETA Long-term projection
This is why I keep accumulating below $20.
I believe we will see prices above $60 by 2027.
The fundamentals demand it, and the chart confirms this expectation.
One of my favorite software plays for the next 3 years.
Bookmark this and thank me in 6 months.
History will remember this as the moment a president chose a higher standard of ethics than the law required of him. This agreement bans ALL federal officials — including the President — from issuing or sponsoring a digital asset for profit, with real enforcement and real penalties.
Thank you, @POTUS! Let's get the Clarity Act passed NOW.