Credit markets just delivered the clearest verdict on AI demand yet.
Global AI-linked debt is tracking toward the half-trillion mark in 2026, with hyperscalers $AMZN, $GOOGL, $META, $MSFT and $ORCL responsible for the bulk of the hundreds of billions already priced.
Nobody raises that kind of capital for a science project.
The story has moved past equity narratives. The same capital wave is now hitting credit markets, data centers, semiconductors, memory, power and optics — $NVDA, $AVGO, $AMD, $MU, $SNDK, $VRT, $ETN, $AAOI, $COHR, $LITE.
This still isn’t 2000. But 2027 is the year the market stops debating capacity and starts demanding one answer: can AI monetization actually service the debt?
@LeopoldAThought Interesting take but he seems to overstate the power bottleneck angle. Data center cooling tech is advancing faster than people realize.
My July tips:
• $TSLA — Stay away
• $HOOD — Skip it
• $AMD — Pass
• $MSFT — Grab at $375–$382
• $META — Snag at $590–$600
• $NVDA — Buy at $192–$198
• $RKLB — Pick up at $78–$82
• $IONQ — Get at $40–$43
Market dropped on Iran/oil news, but software and AI infra stocks stayed strong.
Lesson: Buying on dips is smarter than chasing rallies. Quality tech holds up when fear is high.
Watching $DDOG and $SNOW for setups.
Zuckerberg just hinted at Meta jumping into AI cloud biz 🚀 That’s a huge long-term move. With their massive user base and infrastructure, they’re going after AWS, Azure, GCP. Ad revenue funds it all. New income stream? Yes. $META looks tempting on dips.
My take: Long-term
Pulling in about $90k a month now, so I just share stuff I actually like.
July calls:
$MSFT – Skip it
$GOOG – Skip it
$ORCL – Grab at $142-$148
$SNDK – Grab at $1880-$1890
$AVGO – Grab at $395-$405
$MU – Grab at $1010-$1015
Why free? I’m already set and enjoy
Forget hunting down those scorching memory chip stocks...
Snag these 5 with comparable huge potential instead:
$OUST ~ Ouster
$ZETA ~ Zeta Global
$PLTR ~ Palantir
$NOW ~ ServiceNow
$FCEL ~ FuelCell Energy
Save this. You'll be glad you did later. The early bird catches