@knowledge_vital@zerohedge $ORCL
$90-$95 2027 Capex for what? Mostly to deliver $300B multi year AI deal with OpenAi ?
So how much more Capex for 2028, 2029, 2030 to fully deliver the $300B OPENAI deal ?
What are the risks rewards of OVERBUILD AI Data Centers ?
IMHO
$SMCI
$7B Shelf financing ti service $39B AI Servers from 20 Different Customers over multiple years
Asking
- how many 20 customers are Chinese co.?
- massive dilution
- new manufacturing build out
- few years before Rev
- immediate cash burn
…etc
$AMZN $AMD $TSLA $META $GOOGL $MSFT $AAPL $NVDA $MSTR $AVGO $BTC $COIN $ORCL $MU $CRWV
$SMCI
#US Bombing #IRAN in response ti #IRAN attack on #US Apache Helicopter yesterday and #FUTURES not reflecting.
Markets no longer pricing in #IRAN WAR escalation for now?
Careful
IMHO
PURCHASE SALES AGREEMENT
FOR Strait of Hormuz , Enriched Uranium
#IRAN offers and counter offers for this deal
WHILE
#US offers and counter offers for this deal
Using the same agency #PAKISTAN
Looks right!
Problem:
#US offer & #IRAN offer are two separate offers
LOL
IMHO
If #TRUMP orders military action against #IRAN for attacking #US Apache Helicopters before markets open tomorrow, it’s going to be 2nd day if follow through on Last Friday Carnage
…
IMHO
#TRUMP choices looking more and more binary. Accept deal offered by #IRAN
OR
Military escalation
Heads loose Tail Loose scenario, while time has become of the Essence?
IMHO
IF #TRUMP accepts bargain prices offer from #IRAN, there will be a peace deal.
BUT
The macro implications will not be kind to #US global influence and dominance.
@zerohedge Very true.
Just as in Real Estate deal.
After many rounds of offers and counter offers, #TRUMP in the Final offer.
What is NOT said, #IRAN MUST accept the final offer. So far, appears to be going to be Rejected! IMHO