Bull Run View🧐🇺🇸

4 months ago

@SoSoValueCrypto The ETH/BTC Fundamental Indicator suggests Ethereum is mispriced, with standardized residuals approaching -2, indicating an extreme deviation from its fair value. @SoSoValueCrypto #bullrunview

bullrunview's tweet photo. @SoSoValueCrypto The ETH/BTC Fundamental Indicator suggests Ethereum is mispriced, with standardized residuals approaching -2, indicating an extreme deviation from its fair value.
@SoSoValueCrypto #bullrunview https://t.co/JhDfG7pf43

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26 days ago

@SoSoValueCrypto https://t.co/Ce7YcK8Cnh

26 days ago

Oracle, Broadcom, Ciena — solid earnings across the board, and the market didn't care. How do you trade AI infrastructure from here? Join the SoSoValue research community and let's talk 👇

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27 days ago

@SoSoValueCrypto https://t.co/rRGlW0R72M

27 days ago

🚀 Claude just dropped Fable 5 & Mythos 5 — and we want YOUR take. Reply with your honest experience 👇 💬 Share your Fable 5 / Mythos 5 experience below — pros, cons, anything real. 📸 Must include screenshots or video — text-only replies won't qualify. ⏰ Deadline: Friday 18:00 (UTC+8) 🏆 Top 10 by likes + bookmarks = 100 $SOSO each Your signal matters. Let's hear it. 👇

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27 days ago

SoSoValue Crypto Daily | Digital Assets Face Headwinds; Federal Reserve Policy Discussion Shifts to Potential Rate Hikes 🎧 Tap to listen｜Catch up on key market shifts and what’s really driving them https://t.co/JO7FzfaP5Y @SoSoValueCrypto

28 days ago

SoSoValue Crypto Daily | Digital Assets See Broad Downturn; Arthur Hayes Warns AI Bubble Could Impact Crypto Market 🎧 Tap to listen｜Catch up on key market shifts and what’s really driving them https://t.co/R20ro1eqcL @SoSoValueCrypto

28 days ago

@SoSoValueCrypto Now that's revealing. Thanks @SoSoValueCrypto for sharing 🙏

bullrunview retweeted

JellyZ

@JellyZhouishere

28 days ago

Why should AI stock investors pay attention to AI CapEx? AI capital expenditure refers to the fixed-asset investments cloud giants like Amazon, Microsoft, Google and Meta — plus some vertical AI players — make in GPU clusters, data centers, networking, storage and power infrastructure. In essence, it's the starting point of the entire AI supply chain. Once hyperscalers raise CapEx, capital flows down the chain: GPU / ASIC → HBM → AI servers → networking equipment → data centers → power infrastructure → cloud revenue That's why the pace of AI CapEx directly reflects compute demand, supply-chain orders, application innovation and the ability of AI products to scale. Looking at the data, the CapEx cycle of the four major cloud giants (Amazon, Microsoft, Google, Meta) splits into four stages: 2011–2023: Traditional cloud expansion. CapEx was driven by enterprise cloud migration, SaaS, video, advertising, e-commerce and storage. 2024: An extraordinary acceleration begins. After being down 2.5% YoY in 2023, combined CapEx jumped 54.8% to $228.4 billion. Post-ChatGPT and GPT-4, AI infrastructure had firmly entered the tech giants' budgets. 2025: The arms race confirmed. CapEx grew a further 64.6% to $376 billion — proof that 2024 wasn't a one-off rebound, but the start of sustained expansion in AI compute demand. 2026: Explosive growth. On current guidance, combined CapEx could reach $710 billion, up nearly 89% YoY. This is no longer an extension of the cloud cycle — it's a massive buildout as tech giants race to secure the next generation of compute. And the expansion is far from over. As free cash flow gets consumed by CapEx, the giants are leaning more on external financing: Alphabet recently moved forward with an equity raise of around $80–85 billion, and Meta is exploring more options to fund its data center buildout. So where is the money going? 1. AI chips and accelerators — Nvidia and AMD GPUs, Google TPUs, Amazon Trainium, Microsoft Maia. The most visible part of the spend. 2. HBM, DRAM and enterprise SSDs — model parameters, training data and inference cache all need high-speed memory; the stronger the GPU, the greater the demand. 3. AI servers and rack-scale systems — hyperscalers buy full servers and, increasingly, rack-scale systems like GB200 and GB300, not individual GPUs. 4. Networking and optical modules — training spans thousands of GPUs, so switches, NICs, optical modules and interconnects become critical. 5. Data centers and power — land, buildings, liquid cooling, transformers, grid connections and long-term power agreements, all built for high power density. So AI CapEx isn't just about buying GPUs — it's about building an entire "compute factory." That's why the AI trade has widened from Nvidia to HBM, memory, servers, optical modules, data centers, power equipment and liquid cooling. For investors, the real question isn't how much the giants spend — it's whether that spending converts into large, sustainable AI revenue. Short term, CapEx means supply-chain orders; medium term, cloud compute capacity; long term, the winner won't be whoever spends the most, but whoever turns each dollar of CapEx into the most revenue and profit. This cycle may look like a model race on the surface. Underneath, it's a race for compute, power, memory and data center capacity. Therefore, the Big Four cloud giants — along with the core suppliers capturing the largest share of AI CapEx — are the key players in this AI infrastructure cycle. If you want to invest in this theme, you can trade them on @sodex_official such as $GOOGL, $MSFT, $MU and $SNDK. https://t.co/OXDlwIYo2V #SoDEX #SoSoValue #AI

JellyZhouishere's tweet photo. Why should AI stock investors pay attention to AI CapEx?

AI capital expenditure refers to the fixed-asset investments cloud giants like Amazon, Microsoft, Google and Meta — plus some vertical AI players — make in GPU clusters, data centers, networking, storage and power infrastructure. In essence, it's the starting point of the entire AI supply chain.

Once hyperscalers raise CapEx, capital flows down the chain:

GPU / ASIC → HBM → AI servers → networking equipment → data centers → power infrastructure → cloud revenue

That's why the pace of AI CapEx directly reflects compute demand, supply-chain orders, application innovation and the ability of AI products to scale.

Looking at the data, the CapEx cycle of the four major cloud giants (Amazon, Microsoft, Google, Meta) splits into four stages:

2011–2023: Traditional cloud expansion. CapEx was driven by enterprise cloud migration, SaaS, video, advertising, e-commerce and storage.

2024: An extraordinary acceleration begins. After being down 2.5% YoY in 2023, combined CapEx jumped 54.8% to $228.4 billion. Post-ChatGPT and GPT-4, AI infrastructure had firmly entered the tech giants' budgets.

2025: The arms race confirmed. CapEx grew a further 64.6% to $376 billion — proof that 2024 wasn't a one-off rebound, but the start of sustained expansion in AI compute demand.

2026: Explosive growth. On current guidance, combined CapEx could reach $710 billion, up nearly 89% YoY. This is no longer an extension of the cloud cycle — it's a massive buildout as tech giants race to secure the next generation of compute.

And the expansion is far from over. As free cash flow gets consumed by CapEx, the giants are leaning more on external financing: Alphabet recently moved forward with an equity raise of around $80–85 billion, and Meta is exploring more options to fund its data center buildout.

So where is the money going?

1. AI chips and accelerators — Nvidia and AMD GPUs, Google TPUs, Amazon Trainium, Microsoft Maia. The most visible part of the spend.

2. HBM, DRAM and enterprise SSDs — model parameters, training data and inference cache all need high-speed memory; the stronger the GPU, the greater the demand.

3. AI servers and rack-scale systems — hyperscalers buy full servers and, increasingly, rack-scale systems like GB200 and GB300, not individual GPUs.

4. Networking and optical modules — training spans thousands of GPUs, so switches, NICs, optical modules and interconnects become critical.

5. Data centers and power — land, buildings, liquid cooling, transformers, grid connections and long-term power agreements, all built for high power density.

So AI CapEx isn't just about buying GPUs — it's about building an entire "compute factory." That's why the AI trade has widened from Nvidia to HBM, memory, servers, optical modules, data centers, power equipment and liquid cooling.

For investors, the real question isn't how much the giants spend — it's whether that spending converts into large, sustainable AI revenue. Short term, CapEx means supply-chain orders; medium term, cloud compute capacity; long term, the winner won't be whoever spends the most, but whoever turns each dollar of CapEx into the most revenue and profit.

This cycle may look like a model race on the surface. Underneath, it's a race for compute, power, memory and data center capacity.

Therefore, the Big Four cloud giants — along with the core suppliers capturing the largest share of AI CapEx — are the key players in this AI infrastructure cycle.

If you want to invest in this theme, you can trade them on @sodex_official such as $GOOGL, $MSFT, $MU and $SNDK.
https://t.co/OXDlwIYo2V

#SoDEX #SoSoValue #AI

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28 days ago

@SoSoValueCrypto https://t.co/nRWAMrPwWb

28 days ago

A useful read on why AI CapEx matters beyond Nvidia. 👇

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bullrunview retweeted

29 days ago

SoSoValue Flash: Israel-Iran Conflict Pauses Under Maximum Pressure, Markets Face Catalyst Vacuum Ahead of Volatility Week 💥 Core Catalyst: The Israel-Iran conflict re-escalated on Monday as Israel struck central and western Iranian targets in retaliation for Sunday's strikes, while Houthi rebels launched missiles at central Israel and threatened a full Red Sea blockade. Following Trump's maximum pressure and a call to Netanyahu, both sides formally announced a suspension of mutual attacks. Meanwhile, U.S.-Iran talks continue; Iran's President stated they remain at the table, and Trump claimed negotiations are ongoing with a path to "total victory" within two weeks. 🔍 Key Logic Shifts: 1️⃣ Macro & Yields: The military escalation has weakened market expectations for a June strait reopening. The 10Y Treasury yield is slowly edging higher, building macro pressure; a clean break above 4.6% could trigger accelerated selling. Overall, U.S. equities remain locked in a tactical tug-of-war between macro and AI forces. 2️⃣ Sector Rotation: Following Friday's oversold conditions, the most tightly crowded AI hardware clusters—memory and CPU—staged the earliest rebound. Conversely, mega-cap tech stocks continue their orderly pullback on thin overall market volume, indicating that broader risk appetite is still in a recovery phase. 3️⃣ AI & Volatility: With ComputeX now concluded, the AI sector has entered a short-term catalyst vacuum, favoring a high-altitude consolidation pattern. Volatility is expected to spike later this week, driven sequentially by Wednesday's CPI, Thursday's PPI, Wednesday's post-close Oracle earnings, and Friday's highly anticipated SpaceX (SPCX) IPO. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI & SPCX: $SNDK | $MU | $AMD | $INTC | $SPCX

SoSoValueCrypto's tweet photo. SoSoValue Flash: Israel-Iran Conflict Pauses Under Maximum Pressure, Markets Face Catalyst Vacuum Ahead of Volatility Week

💥 Core Catalyst:
The Israel-Iran conflict re-escalated on Monday as Israel struck central and western Iranian targets in retaliation for Sunday's strikes, while Houthi rebels launched missiles at central Israel and threatened a full Red Sea blockade. Following Trump's maximum pressure and a call to Netanyahu, both sides formally announced a suspension of mutual attacks. Meanwhile, U.S.-Iran talks continue; Iran's President stated they remain at the table, and Trump claimed negotiations are ongoing with a path to "total victory" within two weeks.

🔍 Key Logic Shifts:
1️⃣ Macro & Yields: The military escalation has weakened market expectations for a June strait reopening. The 10Y Treasury yield is slowly edging higher, building macro pressure; a clean break above 4.6% could trigger accelerated selling. Overall, U.S. equities remain locked in a tactical tug-of-war between macro and AI forces.
2️⃣ Sector Rotation: Following Friday's oversold conditions, the most tightly crowded AI hardware clusters—memory and CPU—staged the earliest rebound. Conversely, mega-cap tech stocks continue their orderly pullback on thin overall market volume, indicating that broader risk appetite is still in a recovery phase.
3️⃣ AI & Volatility: With ComputeX now concluded, the AI sector has entered a short-term catalyst vacuum, favoring a high-altitude consolidation pattern. Volatility is expected to spike later this week, driven sequentially by Wednesday's CPI, Thursday's PPI, Wednesday's post-close Oracle earnings, and Friday's highly anticipated SpaceX (SPCX) IPO.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI & SPCX: $SNDK | $MU | $AMD | $INTC | $SPCX

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29 days ago

@SoSoValueCrypto Looks like the fight between these two won't end anytime soon @SoSoValueCrypto

29 days ago

@SoSoValueCrypto https://t.co/6aNC9gfmLX

29 days ago

https://t.co/72k7SAhY7S

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29 days ago

SoSoValue Crypto Daily | Crypto Markets Show Recovery Signs; Iran Targets Israel with Missiles 🎧 Tap to listen｜Catch up on key market shifts and what’s really driving them https://t.co/6HtncAiS1f @SoSoValueCrypto

29 days ago

Pioneers, Help Bring More AI-Created Apps to Pi and Enter Raffle to Win Pi Merchandise! This campaign builds on a recent Pi App Studio release that enables vibe coders (app creators using AI) to use Pi App Studio to easily convert their apps into Pi Apps. https://t.co/2J4it4u2aw

30 days ago

@SoSoValueCrypto Lets hope this fight doesn't get too messy 😔 @SoSoValueCrypto

30 days ago

SoSoValue Crypto Daily | Global Markets Face Volatility; Iran Launches Direct Attack on Israel 🎧 Tap to listen｜Catch up on key market shifts and what’s really driving them https://t.co/p8I33yeIHN @SoSoValueCrypto

30 days ago

@SoSoValueCrypto https://t.co/qqFNZDfI0y

30 days ago

SoSoValue Flash: Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates 💥 Core Catalyst: Israel's strike on Beirut breached Trump's red line, triggering the most severe exchange of ballistic missiles and retaliatory airstrikes between the U.S. and Iran since the April ceasefire. Trump called for restraint and a return to talks. Concurrently, the massive May NFP beat paired with uncertain negotiation speed lifted market rate-hike expectations. 🔍 Key Logic Shifts: 1️⃣ Macro & Fed: Strong employment data deflated Fed rate-cut justifications, pushing Treasury yields higher and forcing the market to price in hike possibilities. The Fed is expected to hold in June, but a Q4 pivot to tightening remains on the table if oil stays elevated. 2️⃣ Crowded Outflows: Following excessive gains, the tech sector suffered from overcrowded profit-taking. A series of headlines—including softer Broadcom sentiment, Google's completed issuance, Meta's debt plans, and potential memory cuts in NVIDIA's Rubin chips—triggered the selloff. 3️⃣ AI & Volatility: With ComputeX concluded, AI is entering a range-bound consolidation period due to a near-term catalyst vacuum. This week's core volatility drivers include Wednesday's CPI, Thursday's PPI, Oracle's earnings, and Friday's SpaceX IPO. Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI & SPAC: $SNDK | $MU | $AMD | $INTC | $SPAC

SoSoValueCrypto's tweet photo. SoSoValue Flash: Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates

💥 Core Catalyst:
Israel's strike on Beirut breached Trump's red line, triggering the most severe exchange of ballistic missiles and retaliatory airstrikes between the U.S. and Iran since the April ceasefire. Trump called for restraint and a return to talks. Concurrently, the massive May NFP beat paired with uncertain negotiation speed lifted market rate-hike expectations.

🔍 Key Logic Shifts:
1️⃣ Macro & Fed: Strong employment data deflated Fed rate-cut justifications, pushing Treasury yields higher and forcing the market to price in hike possibilities. The Fed is expected to hold in June, but a Q4 pivot to tightening remains on the table if oil stays elevated.
2️⃣ Crowded Outflows: Following excessive gains, the tech sector suffered from overcrowded profit-taking. A series of headlines—including softer Broadcom sentiment, Google's completed issuance, Meta's debt plans, and potential memory cuts in NVIDIA's Rubin chips—triggered the selloff.
3️⃣ AI & Volatility: With ComputeX concluded, AI is entering a range-bound consolidation period due to a near-term catalyst vacuum. This week's core volatility drivers include Wednesday's CPI, Thursday's PPI, Oracle's earnings, and Friday's SpaceX IPO.

Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI & SPAC: $SNDK | $MU | $AMD | $INTC | $SPAC

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about 1 month ago

SoSoValue Crypto Daily | Crypto Market Recovers; US Signals Easing of Iran Sanctions 🎧 Tap to listen｜Catch up on key market shifts and what’s really driving them https://t.co/re8n11mfNG @SoSoValueCrypto