Charles Sizemore (@charlessizemore) 's Twitter Profile
Charles Sizemore

@charlessizemore

Principal of Sizemore Capital, a Dallas-based RIA. Frequent guest on CNBC, Bloomberg & Fox Business. Tweets ≠ investment advice. Risk Disclosure: bit.ly/2BTGu5l

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linkhttp://www.sizemorecapital.com calendar_today10-02-2009 16:58:40

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Charles Sizemore (@charlessizemore) 's Twitter Profile Photo

On Bloomberg this morning, in reference to AI capital spending: “The numbers that are being thrown around are so extreme that it’s really, really hard to understand them.”David Einhorn substack.com/@charlessizemo…

Lance Roberts (@lanceroberts) 's Twitter Profile Photo

""Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four

""Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four