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๐ฅ Bitcoin bitcoin:native to $256,000 in 12 months? ๐
Analyst Adam Livingston says BTC is historically cheap vs. gold, with the gold-to-BTC ratio 76% below its long-term power-law fair value. Returning to average means a 4x move against gold!
We heard you guys like charts, so we made them bigger.
Introducing Big Charts
Embed them into your posts with Cashtagsโand just tap on your chart to expand it before posting. Available on iOS and web.
$TSLA
$PLTR
what do you think? CSP or LEAPS?
Looking at the stock's behavior over the last year ranging from roughly 122 to 207โthe current price action is descending into a heavy historical demand zone.
The 122 to 128 region has acted as a critical springboard in the past where institutional buyers have stepped in to defend the valuation.
Oh great, another AI IPO? Not quite. ๐
While OpenAI and Anthropic rush to Wall Street this year, Perplexity CEO Aravind Srinivas says they are playing the long game with a fixed 2028 timeline.
bubble or no bubble?
๐จ BREAKING: Meta ( $META ) teams up with Reliance Industries to lease a massive 168-megawatt AI-ready data center in India ๐ฎ๐ณ๐
Zuckerberg accelerates the global AI infrastructure race while Ambani scores a major hyperscale win.
Here is what this means for shareholders ๐๐งต
@StockSavvyShay For scale comparison, this $META reliance facility is roughly six times smaller than the massive 1 GW AI Data Center campus being developed in Andhra Pradesh by Google $GOOG and Adani.
@GrindeOptions $META
Metaโs CAPEX fatigue isnโt ending soon for investors.
Here comes a new India deal with Reliance industries for AI data centers and more spending.
https://t.co/thlMtuiOXl
๐จ BREAKING: Meta ( $META ) teams up with Reliance Industries to lease a massive 168-megawatt AI-ready data center in India ๐ฎ๐ณ๐
Zuckerberg accelerates the global AI infrastructure race while Ambani scores a major hyperscale win.
Here is what this means for shareholders ๐๐งต
$META
The Bear Case (Market Anxieties):
โ CapEx War Fatigue: Wall Street is increasingly panicking over Meta's ballooning $125B - $145B annual capital expenditure budget.
โ Dilution Fears: Financial markets are highly volatile following recent reports that Meta may consider a multi-billion dollar stock issuance (primary equity offering) to fund this exact type of massive AI infrastructure buildout.
๐จ BREAKING: Meta ( $META ) teams up with Reliance Industries to lease a massive 168-megawatt AI-ready data center in India ๐ฎ๐ณ๐
Zuckerberg accelerates the global AI infrastructure race while Ambani scores a major hyperscale win.
Here is what this means for shareholders ๐๐งต
$META
The Bull Case:
โ Hyper-Efficiency: Outsourcing the data center physical infrastructure to Reliance allows Meta to deploy local computing power rapidly without having to manage heavy domestic real estate permitting in India.
โ Massive Scale: 168 megawatts provides localized data processing pipelines to power AI tools for Meta's 3B+ user base.