COMPUTE PRICES RISE 50%: The Markets Winners and Losers $MU $NVDA $AMD $ORCL
Elon Musk is showing us compute is revenue with the recent SpaceX Anthropic and Google Leasing Deal. The deal shows compute prices have risen roughly 52% in 2 weeks, highlighting that CAPEX spend Return on Investment (ROI) on AI datacenters risen significantly. Bullish for more semi demand and also datacenter operaters like Oracle and Coreweave whose assets are likely appreciating in value as their revenues and margins expand at the same time.
Google pivoting from $70 billion buyback to $85 billion equity raise in just 30 days demonstrates AI CAPEX is sharply accelerating. Bullish for GPUs, CPUs, and Memory makers.
Nvidia SK Hynix deal shows the huge demand for AI Memory
Elon Musk's SpaceX Compute business is off to a great start on earth, and he states he plans to scale it to Space. Doing so will be easier than building starlink.
Exciting times in the markets! Not financial advice, invest at your own risk.
https://t.co/qwRDkm9bPj via @YouTube
Rule of 40
$SNDK: 312
SK Hynix: 270
$MU: 265
The vast majority of companies do not even score 70. Memory is not competing with semiconductors. Memory is competing with nobody. $DRAM
🚨JUST IN: Forbes report reveals tech workers are paying escorts $23K/day, not just for sex, but for someone who can actually talk AI, biohacking & crypto with them.
Nebius $NBIS just posted this:
"Nebius has announced an investment of £1.7 billion to build out capacity in the UK with three new deployments of NVIDIA infrastructure.
The three new sites will deploy the latest generations of NVIDIA’s full-stack, end-to-end AI factory platform technology and combined will reach 65 MW when fully ramped up in 2027"