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- Total posts
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- Total predictions
- 1897
- Success rate
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- Avg score
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U.S. Stocks are underperforming the rest of the world by the largest margin since 2009
https://bsky.app/profile/carlquintanilla.bsky.social/post/3m2hp4drq4c2t The MSCI ex-US index is now outperforming MSCI US, and by the largest margin since 2009, a striking reversal after nearly twenty years of US dominance. For years, the narrative of US exceptionalism in markets has held strong, powered …
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PG&E plans $73B grid upgrade to meet AI data center power demand by 2030, targeting 10GW of new load
No paywall: https://finance.yahoo.com/news/pg-e-unveils-73b-plan-205444585.html On September 29, PG&E Corporation announced a plan to spend $73 billion by 2030 on transmission upgrades. This major investment is intended to address the surge in electricity demand, primarily driven by data centers and the increased …
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Rotation to value from AI
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Companies in the EU are starting to look for ways to ditch Amazon, Google, and Microsoft cloud services
Running most of my infrastructure on AWS and some workloads on Azure, but lately there’s been a lot of talk about companies in the EU starting to look for ways to ditch Amazon, Google, and Microsoft cloud services because of …
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Broadcom has grown to an 8% weighting in my portfolio. What exactly do they do and how do they play into the AI hype?
I’ve had the same advisor for years and it’s been great but I want some insight from others on Broadcom as it has become a very large position in my portfolio. I understand it is catching the AI wave, and …
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Short Ideas in AI Bubble
What are your short ideas when an AI Bubble is continuing to inflate & eventually corrects/crashs? My thought was when datacenter capacity isn't exponentially growing anymore and the Capex cycle adjusts the component componies like: 1. Vertiv Holdings, a cooling …
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When to buy Reddit? RDDT
I've been waiting to smach Reddit for a minute now. My boy was trashing it in May and I said son you don't know what you're saying. And BAM! I miss my leg up. Now I'm sitting here debating buying …