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Neocloud capex cycle: $60B+ Microsoft GPU commitment, Lambda 320MW - what the secondary market is absorbing
Data center infrastructure has been the best-performing real estate sub-sector for the past decade. JLL tracked $73B in global transactions in 2025, up from a prior record of $48B. Hyperscaler capex Microsoft, Google, Amazon, Meta combined is running $280-290B this year. The AI compute buildout is the largest infrastructure investment …
Celebrus Technologies down 40% value play?
I don't usually touch stocks that are considered loss making, but I have made quite the exception for CLBS making it the third largest position I have ever held. ​ 97% customer retention rate Dividend Share buyback No debt $30m in the bank ​ Why am I this confident? The …
Why $MBOT is about to explode.. A whole new class of medical robots at an absolute steal!
Hey guys.. \*updating this because it didn't even scratch the surface of how massive this tech actually is!\* MBOT’s LIBERTY system targets complex vascular procedures that are a massive pain for both doctors and patients. This isn't just a lab concept—it was tested by the absolute best research-doctors in top-tier …
Looking at MTW as a solid value investing option
The Manitowoc Company, Inc. (NYSE: MTW) represents a strong value investment because it trades at a massive discount to its annual revenue despite holding a multi-year-high backlog and a growing, high-margin aftermarket services division. ​ Thesis ​ Value investors thrive on buying historically strong, cyclical industrial players when short-term macro …
Apple/ Intel chip deal
Overnight pump news by our boy. Apple and Intel reach a deal. [https://finance.yahoo.com/technology/articles/trump-says-apple-intel-manufacture-044440199.html](https://finance.yahoo.com/technology/articles/trump-says-apple-intel-manufacture-044440199.html)
BXBL BS - The captain goes down with the ship. These founders built themselves a lifeboat at $12 and locked us in the hold for 14 months.
BXBL BS - The captain goes down with the ship. These founders built themselves a lifeboat at $12 and locked us in the hold for 14 months. TL;DR: Boxabl spent five years telling 50,000 retail investors it would go public. Then it picked a SPAC over a real IPO and …
Why Intel may be one of the strongest buys out there at $130
I’ve been looking at Intel lately, and despite the huge run, I’m wondering if it’s still a great buy around $130. It feels like they’re doing almost everything right right now. They’re making more money than ever, seem to be regaining confidence from enterprise customers, and investors appear to love …
MSFT around $378. Falling knife or finally reasonable?
I’ve avoided adding to MSFT during most of this selloff, but around $378 it’s getting harder to ignore. The whole software sector on moomoo is bloody red, which has been treated like AI is about to destroy every existing business model. CRM, NOW, ADBE and even MSFT have all been …
SpaceX race just got a serious new contender
NASA has selected Relativity Space to build and launch a new Mars orbiter mission called **Aeolus**, a major win for the rocket startup that former Google CEO Eric Schmidt took control of in 2025. The mission's goal is to provide the first **daily global weather monitoring of Mars**, tracking dust …
Sports betting- but only betting when getting bonus bets or profit boosts. (Good short term investment strategy?)
Lately I have been seeing crazy bonus bet offers from sport betting companies lately, so as a result I've been putting in a modest amount of money (I think less than 150 so far, so I can claim bonus bets) so far I have broken even but I still have …