@jimcramer@davidfaber Netflix is likely going to buy NBCU/Sky Sports and get their live tv, movie studio, and show IP. Calling it now. Way better financials than last acquisition target
@mvcinvesting Buying opportunity for NeoClouds today. In reality this is just signaling that compute demand will far exceed expectations. Meta just saying they have a back up plan just in case. Bullish for compute. This rebounds by next week
@amitisinvesting He’s already locked into the same components as a neo cloud. Has deals for compute, GPUs, and power already in place. If it’s more profitable to just take that and sell it elsewhere (because demand is so wild), it’s a better ROI than current direction
@amitisinvesting It’s all about the picks and shovels atm. AI themes are in tact, but ROI on hyperscalers is not happening anytime soon. Just have to roll with the themes and benefactors. MSFT, META will come back around but it’s likely 2027/2028 before meaningful ROI happens
@TheProfInvestor Normally I’d say yes, but the difference here is the level of institutional buying to support indices on the first day. Rules rearranged for Space X vs all of these other examples
@aaditsh Availability to power. They built a solar farm and have easy access to address power dynamic of data center build outs. Google doesn’t want to say no due to capacity or power constraints. Now they can take it any/every customer they want
@realroseceline The market is telling a story. If you look at virtually anything related to consumers, they are all down. Why? Because inflation will continue to get worse, spending is slowing, money is stretched, and recession likely. AI trade only thing expanding due to insane capex p