Bro im lowkey shaking thinking about this because if you look at the actual math, that $805B hyperscaler capex Morgan Stanley is forecasting for 2026 doesnt just turn into magic software revenue overnight, it has to physically land in concrete …
JBL has been in my portfolio for about a month and wanted to share it is one of the more interesting picks and shovels plays on the AI infrastructure buildout. TLDR - AI data centers are no longer just about …
I have not seen this posted on finX or Reddit, but I like Volex PLC and would love a second opinion (preferably critical). A \~1.15b GBP company that supplies cable to top hyperscaler data centres, among other things (also consumer …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including …
SPGI is considered to have a wide moat and it currently trades at a low valuation w.r.t. forward P/E (low 20s). I just happened to know that it'll carve out it's Mobility division and that existing SPGI shareholders will automatically …
So their business model is basically to sign tenants. Think of them as a landlord for AI infrastructure, they build the building, the hyperscaler moves in and pays rent. They signed a new lease yesterday, so I did run the …
Anyone else think SMCI is flying under the radar? Everyone’s obsessed with NVDA, but all those GPUs still need to go somewhere. SMCI is one of the biggest partners turning them into actual AI servers and racks. Then you look …
GE Vernova, $GEV, has been on the rise. This is due to an increase in demand of gas turbines for AI data centers resulting in a great April Q1 2026 earnings report. The demand for gas turbines is so high …
I’m glad there are so many posts on Reddit talking about how SpaceX is going to be an absolute rug pull on the backs of retail traders. For anyone who is all in on it, I wish you all the …
June 8 (Reuters) - ChatGPT maker OpenAI confidentially filed for a U.S. initial public offering recently, the company said on Monday, joining rival Anthropic in a push toward the stock market as investors seek exposure to the artificial intelligence boom. …