JonathanBlaine

Don’t let the market lead you. Learn to lead yourself
Market insights | Stocks | Long-term thinking

[JonathanBlaine @JonathanBlaine]

The biggest mistake investors make in a selloff?
“Now the stock is cheaper, I should add more.”Thinking:
A losing position won’t turn good just because you pile into it.Lower price alone doesn’t equal value.
Would I initiate this position today if I held zero shares?Before averaging down, ask one simple question:
If the answer is no, adding more only makes your problem bigger

[JonathanBlaine @JonathanBlaine]

https://t.co/R1IiPTHO1d

[JonathanBlaine @JonathanBlaine]

If CPO is really the long-term direction, why are hyperscalers still putting so much money into pluggable optics?

pluggables are still the more practical solution today. They are already commercialized, easier to deploy, and the ecosystem is much more mature.The bigger question is what happens when AI clusters continue to scale and power density reaches a point where pluggable optics start hitting their physical limits.For now, tight supply in upstream laser components could give leading suppliers a meaningful advantage. But the key thing to watch is how quickly the industry expands capacity and whether supply can keep up with AI infrastructure demand

[JonathanBlaine @JonathanBlaine]

https://t.co/wlggGjpy13

[JonathanBlaine @JonathanBlaine]

@StockSavvyShay Google Cloud's high growth rate and high operating profit margin have validated the profitability of its AI cloud infrastructure business model, and the revenue share of cloud services continues to rise. However, consumers are not currently buying into it.

[JonathanBlaine @JonathanBlaine]

@DonaldTrumpNat If oil prices don't fall, will the stock market really rise, Mr. President

[JonathanBlaine @JonathanBlaine]

@aleabitoreddit Google increasing CapEx shows strong confidence in AI demand, but the market is now focused on ROI. Higher spending is positive for long-term growth, but investors want to see how quickly it translates into earnings

[JonathanBlaine @JonathanBlaine]

@aleabitoreddit Are we heading for the moon?

[JonathanBlaine @JonathanBlaine]

@aleabitoreddit Wild story. On the surface it sounds like Skynet vibes, but from a market perspective this will create clear divergence for AI stocks