Eric Patterson

Individual Investor sharing thoughts and ideas.

[Eric Patterson @mainstinv]

@optionscjp $QCOM being slept on.

[Eric Patterson @mainstinv]

$QCOM is a Stalwart undergoing a major transition. No longer are they just a handset chip company. Building a very diversified portfolio. Very excited about their future.

[Qualcomm @Qualcomm]

We're announcing a multi-generation collaboration with @awscloud to build next-generation AI data center infrastructure, working together on customized silicon and AI inference at scale.

Read the announcement: https://t.co/dsGwzI0PFh
Read the 8-K: https://t.co/YlngSiczfD

[Eric Patterson @mainstinv]

@xforedadsgolf Valid. 10 minutes minimum. 15 would be better. I get that public courses need as many green fees as possible, but 7-8 minutes is just not enough.

[IREN @IREN_Ltd]

IREN's 2GW Sweetwater Hub (Sweetwater 1 and Sweetwater 2) has been included in ERCOT's Batch Zero process as Base Load. Sweetwater 1 (1,400MW) and Sweetwater 2 (600MW) form part of our >5GW global data center development portfolio.

At Sweetwater 1, construction of 300MW of data center capacity continues, with delivery targeted for Q4 2027.

Read more: https://t.co/UZY7onm7Y8

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US data center construction spending surged +57% YoY in July, to a record annualized rate of $75 billion.

This follows a +46% YoY increase in June and marks the largest YoY increase since mid-2025.

Since the start of 2021, US data center construction spending has soared +$66 billion, or +717%.

Since the end of 2023 alone, data center construction has risen +$51 billion.

Over the same period, all other private construction spending, including houses, shopping centers, and offices, has declined -$120 billion.

The AI investment wave is accelerating.

[Eric Patterson @mainstinv]

I’ve been in the Apple ecosystem my entire life. Strongly considering a Google pixel this go around. Talk me out of it or into it.

[Eric Patterson @mainstinv]

@NUCLRGOLF I love fast play as much as the next guy. This is dumb.

[Eric Patterson @mainstinv]

I’m sure it’s a bubble. 🤡

[The Kobeissi Letter @KobeissiLetter]

The US AI infrastructure boom is making history.

There are now ~90 US data centers with more than 100 megawatts (MW) of power in operation, the highest count on record.

This figure is set to more than triple by 2030, to ~280, if all currently planned projects are completed.

Over the same period, tech companies are expected to spend ~$7.0 trillion on data centers.

Meanwhile, Amazon, $AMZN, Microsoft, $MSFT, Alphabet, $GOOGL, and Meta, $META, have already signed more than $1.5 trillion in data center leases since the AI boom began, including commitments that have yet to take effect.

The AI buildout is one of the largest capital spending cycles in history.

[Eric Patterson @mainstinv]

@bitcoinbutcher1 That first month is tough.

[Eric Patterson @mainstinv]

My wife when I tell her we have to reinvest trading gains instead of spending it.

[Alec Lace @AlecLace]

Lindsay Clancy locking eyes with the one man standing between her and a co-hosting gig on The View.

[Eric Patterson @mainstinv]

@NUCLRGOLF How about we all grow the fuck up and fix our own marks.

[Eric Patterson @mainstinv]

@SaycheeseDGTL Those female officers.

[Eric Patterson @mainstinv]

@CowboyFB @DrewMestemaker Maybe try QB2 or QB3.

[Eric Patterson @mainstinv]

@405pokefan

[Eric Patterson @mainstinv]

If you have bank like this, I’m not judging how you manage it. If you want a bunch of cash, that’s fine, you have generational wealth. I’m sure this is only a small percentage of his net worth, and might be a reasonable percentage.

But, I hate cash. I can’t stand the thought of losing purchasing power on any meaningful sum of money. So, it begs the question, how much cash are you willing to hold? For me, certainly not more than a month’s worth of expenses.

[Daily Loud @DailyLoud]

Rick Ross shows off the stacks of cash he keeps in his mansion 🤯

[Eric Patterson @mainstinv]

Great, succinct article.

[Daniel Romero @HyperTechInvest]

https://t.co/hVbvTdRuew

[Eric Patterson @mainstinv]

@toadstoolcorp @dodgersjordan Absolutely

[Eric Patterson @mainstinv]

@tattoobaker Looks like they’re helping Lincoln across the street.