Poor Leopold blew up one day before his necloud thesis played out:
AMZN
on raising 2026 cash CapEx to $220B: “The higher cost of memory is pushing this number up from our prior estimate of about $200 billion.” “Even at that amount, we will still not have enough capacity to meet all the demand we have in 2026. I believe this dynamic will also be true in 2027.” “The demand we already have for 2028 is striking.” “We typically purchase servers and networking equipment a few months before putting them into service, so we have strong visibility into customer demand before we trigger the spend.” “If the demand isn’t there, we won’t spend the capital for servers and networking equipment.”
@highyield6 Guilty of oversizing today and getting whooped for the week..putting it out here so I can take some accountability and make sure it doesn’t happen again. 51 more weeks to go this year. That being said cheers to the weekend; we’ll be back at it on Monday 🍻 @PowerTradingRm
Made 8 trades today:
5 of them were 5x+
3 of those were 10x+
1 was a hedge
@PowerTradingRm keeps the noise out and gains up. Learning more in the group than I ever did while getting my finance degree 🔥
@TheCoffeeBlock @_hashmahmood Spartacadabra not enough innovation? I think marketing can be achieved quickly by SPA once there is more solidified stuff going on with the whole charm ecosystem
@blanx365 @OptionswithKev Protect their legacy business for what? Spoken like a true boomer lol. We’re talking about tech that’s going to change the world as we know it. Companies like $ASTS are called disruptive because you either join or get steamrolled. Will tweet you again when 🅰️STS is worth 200b ✌🏽
My small account ripped +60% from Mon-Thu this week in the @PowerTradingRm …no positions taken were more than 5% of the account (risk was in check)..this is how you learn to hunt only 🐘 $LCID $SPOT $MQ $SE $GNUS