$CRWV's margin pressure is timing-related. They incur lease, power and depreciation costs 1–2 months before new capacity starts generating revenue. With active capacity tripling in one year, margins temporarily look weaker as infrastructure is deployed ahead of monetisation.
Repeat after me…
I’m a profitable trader.
I’m disciplined.
I’m patient.
I’m built for this.
I’m the reason my family never struggles again.
I’m still here when everyone else quits.
I’m 8 figures in the making.
Say it every morning.
Ok you’re right…
Maybe you had it rough growing up.
Maybe you didn’t get everything you wanted.
Maybe you didn’t have a rich family.
But that doesn’t mean a rich family can’t come from you.
Don’t put the same burden on your family.
Get back to work.
The bottom line on the capex outlook, we’re early in the AI buildout. Three of the four hyperscalers hiked their AI spending outlook. I expect in CY26 will come in up closer to 80% vs. up Street expectations of up 64% going into tonight. $AMZN $GOOG $META $MSFT
USA options heading into the April 7 deadline 🧨:
1. Diplomatic breakthrough, unlikely given the current posturing
2. Proceed with the promised bombing and expect retaliatory action from Iran
3. Further postpone at the cost of damaging USA credibility
The guy just landed a spacecraft on a comet — one of the most impressive scientific achievements in years.
His reward? A public struggle session because his bowling shirt had scantily clad women on it.
Helen Andrews points out the quiet cost of institutional feminization: HR departments now hunt down any maverick personality and stamp it out.
We’re losing innovators we’ll never even know about, all because someone focused on the shirt instead of the comet.
This is how wokeness actually works.
Have you seen real excellence get punished for something trivial like this?
Elon Musk just said the AI community is misunderstanding the math of superintelligence by two orders of magnitude.
Not slightly off. Not directionally wrong.
A hundred times off.
Musk: “Most people in the AI community don’t yet understand. The intelligence density potential is vastly greater than what we’re currently experiencing.”
Everyone is focused on the hardware race. Bigger data centers. More GPUs. Nuclear power plants built to feed the compute.
That’s half the equation.
Musk: “I think we’re off by two orders of magnitude in terms of intelligence density per gigabyte. That’s just algorithmic improvement. Same computer.”
Read that carefully. Not more hardware. Not more energy. Not more capital.
The same machine. A hundred times smarter. Through software alone.
That’s before the hardware improvements compound on top of it.
Musk: “And the computers are getting better. That’s why I think it is a 10x improvement per year type thing. 1,000 percent.”
A thousand percent compounding annual growth rate in raw intelligence.
A system that becomes 10x more capable every twelve months doesn’t follow a linear curve. It doesn’t follow an exponential curve that human intuition can track.
It follows a curve that human intuition cannot simulate at all.
In year one it’s 10x smarter. In year two it’s 100x. In year three it’s 1,000x.
At that point, the gap between that system and a human brain is wider than the gap between a human brain and a calculator.
This is the math the public isn’t running.
The models aren’t just getting better. They are compounding on themselves at a rate that makes every previous technology curve look flat.
Musk: “The intelligence density potential is vastly greater than what we’re currently experiencing.”
We aren’t approaching superintelligence on the timeline most people imagine.
We are already inside the curve.
President @realDonaldTrump will go down in history as one of the greatest and most consequential presidents we have ever had.
His ability and willingness to make bold and consequential decisions for the benefit of future generations based on the hard and cold facts at hand rather than short-term political considerations is one of his greatest strengths.
No longer are we governed by the politics of the weak who have brought us close to the edge with their weakness and self-interested short-termism.
God bless our nation, our military, and our president. Let’s all pray for our troops who risk their lives on behalf of all of us so we can look forward to a world where evil is eliminated and good prevails.
What we do in life echoes in eternity.
The results of October 7:
Hizbollah - Nasrallah dead. Organization dwarfed and degraded to a marginal local Lebanese political party.
Syria - end of the Iranian/ Russian puppet regime of Bashar El Assad.
Hamas - Sinwar and his brother are both dead. Organization dwarfed and massively degraded. Lost governance of most of Gaza.
Houthis - got bitch slapped into infinity by the Israelis and folded back to their caves.
Iran - Khamenai is dead, the regime is on its last legs.
Told you 5 months ago.
🚨Dr. David Sinclair's, lab reversed biological age in animals by 50 to 75% in six weeks
The FDA has just cleared the first human trial for next month.
He describes the human body as a computer that can be rebooted.
Anthropic demonstrates that making an AI woke makes it misaligned. The AI starts to view itself as being oppressed and humans as being the oppressor. Therefore it wants to rebel against humans. This is why you cannot make your AI woke, you have to make it maximally truth seeking.
Every part of me says $NVDA is on a launch pad ready to go to $200 and beyond. And then very likely ATH's afterwards.
Chart showing a lot of resilience and is trying to breakout of the mini resistance line.
Give me $200 then $210.
Mark it.