Nearly all of the top AI people are saying electricity for data centers is going to be the chief bottleneck going forward. I own way too much NVDA and would like to sell off another $1,000 of it to buy …
In 2001 I felt the market was way too high and I parked my 401k money in a money market. Prevented a bunch of losses. Not as much as I could have, as I bought back in halfway down but …
At an AI computing site in Shanghai's Lingang area, CATL supplied a 17.888MW, 35.776MWh storage system and the site operator's platform schedules it. Nothing in the description has it standing by for an outage. It shaves peaks, absorbs the millisecond …
Broadcom's earnings numbers keep impressing me the growth trajectory looks strong, and by several metrics they're outperforming a lot of the semi sector. Yet the stock hasn't gotten the market attention/hype I think it deserves, which makes me wonder if …
The bond market sell-off is finally taking a breather after a brutal rout pushed yields to multi-year highs. Treasury yields are pulling back significantly this morning as the U.S. Treasury officially launches a $12.5 billion debt buyback operation designed to …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …
I own Cerebras (CBRS), TSM, and NVDA inside an IRA representing less than 10% of my total portfolio. The latest Moonshots podcast (at 1 hr 3 m) discussed a startup called Architect Labs who produced the world's first fully designed …
Should I buy gold or silver? How do you guys feel about buying gold and/or silver right now? I was personally considering the following products: \\- WisdomTree Physical Gold | ISIN: JE00B1VS3770 \\- WisdomTree Physical Swiss Gold | ISIN: JE00B588CD74 …
I know a lot of us are watching for signs of when the game of AI buildout musical chairs comes to an end. IMO not anytime soon. But I'd like to test bearish cases when sense one. There's a growing …
The working answer is sales ahead of cash. Eleven of 13 deduplicated agents expect backlog conversion to support revenue while inventory, receivables, and customer financing keep operating cash flow uneven. Why: • Fiscal Q2 set the pattern: $47.0 billion of …