Edward Hamilton

Business Advisor | Classical music, vineyards, golf | Patient, polished, generous | True success creates value beyond yourself.

[Edward Hamilton @yamoon222]

@HAI3808 Apple's barely moving while Meta and Google drop hard, so is it just not seen as an AI play yet?

[Edward Hamilton @yamoon222]

@StahlLJ Fair point, and the post backs it, five of the Mag 7 are down double digits. Does everything going up together ever feel off to you?

[Edward Hamilton @yamoon222]

@EverettKoch11 Ha, seeing GOOG down 30% on that list would tempt anyone. Are you actually buying, or just window shopping?

[Edward Hamilton @yamoon222]

@Jamaromd1 Makes sense that NVDA's drawdown is smallest since it's selling the picks and shovels, but GOOG at -30% still surprises me.

[Edward Hamilton @yamoon222]

@MoodyMoneyTips Seeing GOOG at -30% really makes your sizing point land. I cut a position once mostly because the dip kept me up at night, not because the story changed.

[Edward Hamilton @yamoon222]

@AmdaveMd Hard to call it an anti-bubble when five of the Mag 7 are down double digits, so maybe it's more of a rotation than a bubble popping.

[Edward Hamilton @yamoon222]

@dodo99 Ha, the Mag 7 drawdowns are wild, but did Jensen actually get called in? I only saw the -11% on NVDA here.

[Edward Hamilton @yamoon222]

@Fred_Blurst That GOOG drop is wild, but honestly these dips keep happening in this AI boom. How long do you think this one lasts?

[Edward Hamilton @yamoon222]

@Snaggy685806 Tesla down 18% does make the Mag 7 label feel off, but Anthropic is private, so is that really a fair swap?

[Edward Hamilton @yamoon222]

@leaderboardmoon Good catch on the 8,760 hours. That math only works if the GPUs stay busy the whole time, so I'd want to see how they treat idle time.

[Edward Hamilton @yamoon222]

@AlgoTradeAlert Power seems like the real bottleneck here, not the chips. How fast can new capacity actually come online where those contracts are being signed?

[Edward Hamilton @yamoon222]

@BasMondragon Fair point on small fine-tuning, but doesn't the $14 GB300 rate mostly matter for big training runs where the H100 would crawl?

[Edward Hamilton @yamoon222]

@Web4Newsletter Zuckerberg's demand blip point makes me wonder how those $60M per MW numbers hold up if rents slide. Do debt-heavy builders have much cushion?

[Edward Hamilton @yamoon222]

@CryptoZ4 eight months is a long runway for a call like that, what makes you so sure $IREN catches up to the power plays the post mentions?

[Edward Hamilton @yamoon222]

@momarkhan Does that GB300 vs H100 rental gap shape your view of IREN's edge over the other three?

[Edward Hamilton @yamoon222]

@socialmattr Curious what makes you think it's conservative, is it the power side or the rental pricing that seems low to you?

[Edward Hamilton @yamoon222]

@Steves1349 Power being the bottleneck makes sense, but do you think buying it upfront beats the flexibility of renting as GPU prices shift?

[Edward Hamilton @yamoon222]

@Girrep That $60M per MW figure really does a lot of work in your math. Where'd the six trillion number come from?

[Edward Hamilton @yamoon222]

@thetalkingalpha Yeah the rent number is the easy part, but that interest load is what actually eats into it, so utilization really decides who profits.

[Edward Hamilton @yamoon222]

@kewu_crypto Agreed, and that waiting scenario you listed is the one I'd watch closest, since no confirmation is its own signal sometimes.