WE ARE ABSOLUTELY COMPUTE CONSTRAINED. $IREN and others including those who supply data centers like $AMD, $MU, $NVDA and $TSLA will all be massive beneficiaries of this movement. Need more power, more chips, more labor, more land and more use cases for AI.

Study past big winners. That’s where your real edge comes from. 📈 Most #traders scan for the next breakout. I spend time understanding the last big ones. That’s the difference. Here’s what I focus on 👇 1) Explosive Growth: The biggest winners show real numbers. EPS +50%+,

$AMD CEO: “We are 2 years into 10-year AI buildout.” Lisa Su said this last year and $AMD reached an all-time high this year as GPU and CPU demand is skyrocketing. We are still at just year 3 of a decade-long infrastructure buildout. McKinsey estimates AI infrastructure

Elon Musk: "I kind of agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company. The Optimus robot, I think, makes Tesla a $25 trillion company."

JUST IN: 🇺🇸 President Trump says he has an "obligation" to ensure the crypto industry does well.

$AMZN AWS CEO: “Compute demand is so excessive that we have never retired old A100s.” These are 6-year-old GPUs and the demand won’t allow them to retire even these old chips.. The market still underestimates the compute demand. We'll need far more than we currently

The White House just announced that grid infrastructure is essential to national defense. Here are the stocks that benefit : Grid Equipment & Infrastructure: $ETN (Eaton) $GEV (GE Vernova) $HUBB (Hubbell) $PWR (Quanta Services) Utilities & Power Generation: $NEE (NextEra

Extraoficial. Por exigencias del FMI y Banco Mundial, el Banco Central de Venezuela tendría listas las cifras oficiales que nunca se entregaron en los 13 años del régimen de Nicolás Maduro y con efectos comparativos desde 1999 hasta 2025. BCV reconoce una deuda externa de 160 mil

The grid is hungry and $CEG is feeding it 🍴

🇺🇸🇺🇸 Key Events This Week: 1. Fed Policy Decision - Wednesday 2. Powell Press Conference - Wednesday 3. Microsoft $MSFT Earnings - Wednesday 4. Alphabet $GOOGL Earnings - Wednesday 5. Amazon $AMZN Earnings - Wednesday 6. Meta Platforms $META Earnings - Wednesday 7. Core

$ASML is the world's sole supplier of the machines powering the entire semiconductor industry. No other company on Earth produces EUV lithography machines. None.

#Venezuela: CEO de Chevron: recuperación a gran escala de la industria dependa del regreso de los migrantes venezolanos Mike Wirth destacó que la disminución de la fuerza laboral petrolera venezolana con la migración de trabajadores calificados, hace que cualquier recuperación a

*MICROSOFT: WILL PARTICIPATE, REMAIN A MAJOR SHAREHOLDER *MICROSOFT: MICROSOFT REMAINS OPENAI’S PRIMARY CLOUD PARTNER *MICROSOFT: OPENAI PRODUCTS WILL SHIP FIRST ON AZURE

A private-credit firm founded by former Credit Suisse bankers is seeking to finance Venezuela’s oil services sector, as one of the country’s largest energy conferences in decades draws investors back to Caracas. bloomberg.com/news/articles/…

Google co-founder Sergey Brin is coming out as Republican, per NYT The reporting follows Brin's ambitious efforts to kill the California wealth tax, elect a Republican to California governor, and move his residency out of California. He finally expressed his sentiment in a

Prepare yourself for the fate of the world this Wednesday

Once the war is over there will be an oil pumpathon free for all.

🔥 "Leverage for the Long Run" Ganador del Charles H. Dow Award 2016, este paper rompe todo lo que pensás sobre apalancamiento Analizan qué pasa si en lugar de hacer buy and hold del S&P 500 desde 1928, usás leverage SOLO cuando el mercado está arriba de la media móvil de 200