David Rosen

Dad, Husband, Dentist, Investor, Mets fan

[Jonah Lupton @JonahLupton]

I’m still laughing that some of you were selling your data center and neocloud stocks last week because you thought $META had excess capacity to sell 🤣

Stop believing all the nonsense being spewed by the media… they have their own agendas… they also get fed bullshit narratives by the buy side that need better entries into the stocks and sectors they missed… do yourself a favor and have a well thought out thesis that doesn’t change week to week based on what the media is saying… stop getting bagged by shitty journalists.

Compute will be a significant bottleneck for at least another 2-3 years… probably longer.

Memory will be supply constrained for at least another 2-3 years… maybe longer.

Hyperscalers will increase their 2026 capex spending estimates when they report Q2 earnings.

Hyperscalers (ie $GOOG $AMZN $META $MSFT $ORCL $SPCX) will spend over $1 trillion on capex next year.

We are still in the early innings of ai, stop believing the bears, they’ve already missed some massive gains and they’ll keep missing them unless they change their tune.

[David Rosen @davidrosendds]

@shairnn 48

[Sean trades @SRxTrades]

I have a feeling we might all look back on this day 3-4 weeks from now, and think why didn't we slam the buy button...

First test of the 8 week & 50 day EMA after 2-3 months of straight up

Could be wrong but thought this spot was worth a shot

[unusual_whales @unusual_whales]

Nearly half of Americans say they're worse off financially than a year ago, NY Fed finds.

[unusual_whales @unusual_whales]

Iran's President Pezeshkian: America's demand from Iran is impossible and unattainable

[*Walter Bloomberg @DeItaone]

*GOOGLE TO INVEST UP TO $30B MORE IN ANTHROPIC IF TARGETS HIT

*GOOGLE INITIALLY COMMITS TO INVEST $10B IN CASH IN ANTHROPIC

*GOOGLE TO PROVIDE AT LEAST 5 GW OF COMPUTING TO ANTHROPIC

*GOOGLE PLANS TO INVEST UP TO $40 BILLION IN ANTHROPIC

[*Walter Bloomberg @DeItaone]

🚨 IRAN'S REVOLUTIONARY GUARDS ISSUE EVACUATION WARNINGS FOR SEVERAL ENERGY FACILITIES ACROSS THE GULF - STATE MEDIA

[*Walter Bloomberg @DeItaone]

U.S. DEFENSE SECRETARY HEGSETH: IRAN STANDS ALONE AND IS BADLY LOSING

[*Walter Bloomberg @DeItaone]

*TRUMP: IRAN TOLD US IT WANTS TO CONTINUE NUCLEAR DEVELOPMENT

[David Rosen @davidrosendds]

@j__fort @Novig Oneard and upward @novig. Congratulations, amazing journey

[*Walter Bloomberg @DeItaone]

🚨 WE WILL CONTINUE OUR DEFENCE UNTIL THE POINT THIS AGGRESSION IS STOPPED, SAYS IRAN'S AMBASSADOR TO UN IN GENEVA

[David Rosen @davidrosendds]

Love this!!!

[*Walter Bloomberg @DeItaone]

U.S. AGENTS INVOLVED IN SATURDAY'S MINNEAPOLIS SHOOTING HAVE BEEN PLACED ON ADMINISTRATIVE LEAVE -MS NOW

[*Walter Bloomberg @DeItaone]

U.S. SAYS IT HAS COMPLETED ITS WITHDRAWAL FROM THE WORLD HEALTH ORGANIZATION

[David Rosen @davidrosendds]

@StockSavvyShay Congrats and thank you so much for sharing

[*Walter Bloomberg @DeItaone]

WHITE HOUSE ON IRAN: WHAT IRAN IS SAYING PUBLICLY IS DIFFERENT TO MESSAGE THEY ARE SENDING PRIVATELY TO U.S. - FOX NEWS

[*Walter Bloomberg @DeItaone]

WHITE HOUSE: TRUMP ON FRIDAY TO ANNOUNCE MORE 'DEALS THAT WILL LOWER PRICES OF DRUGS AND PHARMACEUTICALS'

[David Rosen @davidrosendds]

@rainmakerdotfun @Novig LFG. NOVIG!!!

[David Rosen @davidrosendds]

@StockMKTNewz Trillion

[David Rosen @davidrosendds]

@JetBlue Now do it for the Jets haha