AI Thesis

[AI Thesis @logicrxt]

@pequityresearch This senator boomer need to step down himself trying to leach on the hype for political clout shameful

[AI Thesis @logicrxt]

@jukan05 Yes, because the media pulled the exact same thing with SpaceX. They kept throwing around higher IPO valuations, but nothing actually changed. The only thing moving was the media narrative, not the company’s official valuation.

Now we’re seeing the same thing with Anthropic.

[AI Thesis @logicrxt]

@jukan05 But look carefully, this is only about US data centers, not global capacity.

A 4.9 GW delay in the US doesn’t mean 4.9 GW of global demand disappears. Some of that investment could simply move overseas.

So no worries 😉

[AI Thesis @logicrxt]

The whole credit spread bear thesis on neoclouds is falling apart lol.

For months all we heard was debt, refinancing risks, defaults, blah blah blah.

Now look at what’s happening. Customers are increasingly moving toward prepayments instead of relying on debt markets to finance GPU clusters.

CoreWeave’s latest earnings are already challenging that narrative.

If customers are willing to pay upfront, why would neoclouds need to keep borrowing billions at high interest rates?

The bears spent months obsessing over credit spreads while the entire financing model was changing right in front of them.

Not saying the risks are gone, but come on, the thesis needs a serious update.

[AI Thesis @logicrxt]

@amitisinvesting @altcap Because Wall Street are full of boomers that don’t understand AI/ML engineering when prices of token fall they think is gonna hurt margin ,they don’t understand that from efficiency and new algorithms architectures that’s why

[AI Thesis @logicrxt]

@rdd147 All you do is using ChatGPT so I guess is true 😂😂😂😂😂

[AI Thesis @logicrxt]

@edzitron Anthropic’s S-1 literally states that its current ARR is $81 billion.

[AI Thesis @logicrxt]

@Sam67024298780 Well the cfo of SoftBank just refuted this rumour just couple minutes ago LOL 😂 and if you want to know the reason behind this change check my profile responding to Jukan latest post

[AI Thesis @logicrxt]

@jukan05 BOOM. Straight from SoftBank Group’s CFO, Yoshimitsu Goto himself:

“It is absolutely untrue that we are defaulting on turbine orders.”

Can we finally put this nonsense to rest?

Elon always tend to exaggerate things

[AI Thesis @logicrxt]

I think people are misunderstanding what actually happened here.

SoftBank initially rushed to secure gas turbines and other power equipment because it expected major supply shortages as AI data centers scaled up.

But as its projects evolved, including the massive Ohio campus, its power infrastructure requirements changed. So it had to restructure some of those equipment orders, resulting in a $3.7B charge.

Here’s the interesting part: SB Energy’s SEC filing says the Ohio gas-fired power plants are expected to be financed through a US-Japan partnership, rather than owned and operated by SB Energy itself.

That could partly explain why the original procurement plans had to change, although management hasn’t explicitly confirmed this.

And SoftBank still has roughly $6.6B allocated to power equipment, plus up to $2.1B in potential future rebates.

So yes, it’s an expensive adjustment. But calling it a default or suggesting AI infrastructure demand is collapsing is a completely different claim, and I haven’t seen evidence supporting that.

[AI Thesis @logicrxt]

@jukan05 The growth is ACCELERATING 🤯🤯🤯

[AI Thesis @logicrxt]

@pequityresearch This is acceleration of growth by tsmc JUST WOW

[AI Thesis @logicrxt]

@bubbleboi There is no way you just did that 😂😂😂😂

[AI Thesis @logicrxt]

I really don’t buy this theory.

NVIDIA is already struggling to meet demand, so why would it suddenly cut TSMC orders?

Even if China were completely cut off tomorrow, I find it hard to believe that hyperscalers, AI labs, enterprises, and sovereign AI customers wouldn’t absorb that additional capacity.

NVIDIA is actively trying to diversify its customer base beyond hyperscalers, not reduce production.

[AI Thesis @logicrxt]

$ANT are working on humanoid robots.

[Bingjie Tang @bingjietang07]

Excited to share that I’ve joined @AnthropicAI! Looking forward to learning from an incredible team and working on exciting problems at the frontier of AI.

[AI Thesis @logicrxt]

@DrNHJ BUT ED ZITRON said ai is bubble 😂😂😂🤡🤡🤡

[AI Thesis @logicrxt]

@ParadisLabs Agree but you have to understand that not everyone is a swing trader most people are investors so we are buying the dip HARD

[AI Thesis @logicrxt]

LMAOOO 😭😭

So let me get this straight. Jensen has some personal drama, and NVIDIA suddenly decides to cancel billions of dollars in TSMC wafer orders??? 😂

Did Jensen’s personal life suddenly reduce GPU demand? Did Microsoft, Google and Amazon cancel their AI infrastructure plans too? 😭

Even a 12-year-old could come up with a better bearish thesis.

And of course, Jukan works with Citrini, the semiconductor bears. Gotta keep that bearish narrative alive somehow, I guess.
STILL LOVE JUKAN THO ❤️

[AI Thesis @logicrxt]

Come on guys, do you seriously think Amazon, Google or Microsoft are about to default? 😂

You know hedge funds and quant guys use CDS to hedge their positions too, right? Just because CDS spreads are going up doesn’t mean these companies are going bankrupt.

Sure, it’s something to watch, but stop acting like every spike means a financial crisis is coming. And of course ZeroHedge is going to milk this for clicks.

[AI Thesis @logicrxt]

Come on guys, if you actually believe this, you really don’t understand how a company like Nvidia operates. We’re talking about a multitrillion-dollar company with a board of directors, shareholders and corporate governance. You seriously think they’re going to cut billions in chip orders because of the CEO’s personal scandal? What does his private life have to do with wafer demand? This isn’t some banana republic.