Del

Finance Memes • Swing Ideas • Spaces • Deep Dives •

[Del @chartingspree]

Housing Deep Dive - The Great Reset
https://t.co/VoF5wgZbAs

[Del @chartingspree]

I think street consensus belief is that the technology sector as a whole will get hit hard after ai capex slows which broadly speaking could be true because of passive index allocation but in the same breath could also not, I want to own where the money goes next.

$VRT —> $NOW

[Del @chartingspree]

as AI data center capex from the hyperscalers gets exhausted, which they are already using loans to pay for buildouts the capex will have to rotate back into enterprise software so a high beta hedge against data centers during this saas multiple compression makes them a solid bet

[Del @chartingspree]

this is the final stage of convenience capitalism if anyone gets these door dashed i’m selling everything and buying ammo lol

[Del @chartingspree]

bro my algo is so cooked

[Del @chartingspree]

back in my day AI was a basketball player

[Del @chartingspree]

it’s so over bro

[Jim Cramer @jimcramer]

Nvidia, own it, don't trade it

[Del @chartingspree]

honorable mention— cools the data: $VRT

[Del @chartingspree]

Data Expansion Portfolio:

creates the data: $TSM $ASML $NVDA
builds the data: $AMZN $GOOGL $META
powers the data: $VST
holds the data: $SNOW
protects the data: $CRWD

[Del @chartingspree]

tons of companies use the data but these are the essential picks and shovels

[Del @chartingspree]

higher for longer

[Del @chartingspree]

@naf_naf_n_naan the usa chants are so dumb man lol

[Del @chartingspree]

starting a position in $AMZN

[Del @chartingspree]

starting a position in $ADBE here

[Del @chartingspree]

rate my setup

[Del @chartingspree]

“are ya winning son?”

[Del @chartingspree]

$GOOG undervalued
$TSM undervalued
$UBER undervalued

[Del @chartingspree]

@DeepIceValue $ASML

[Del @chartingspree]

GOOG & TSM ran, still waiting on UBER

[Del @chartingspree]

$GOOG undervalued
$TSM undervalued
$UBER undervalued

[Del @chartingspree]

@everytimeicash $TSLA setting up pretty nice too

[Del @chartingspree]

@_OGMomma @StdTrading_ I can’t look at that