Posts
Back-of-the-Envelope Math on the AI Spending Boom
I'm trying to build a framework for thinking about AI CapEx spend relative to the return, i.e., what revenue and profitability are required to generate a reasonable return. 1. CapEx Spending For Microsoft, Amazon, Alphabet, and Meta, combined CapEx has gone roughly: - 2023: ~$151B - 2024: ~$246B - 2025: …
Execs Confused and Horrified by the Huge AI Bills After Thinking They Could Replace Workers for Free
SK Hynix US Offering Is More Than 7 Times Oversubscribed - Bloomberg
SK Hynix US Offering Is More Than 7 Times Oversubscribed - Bloomberg Bloomberg reported that SK Hynix Inc.'s US listing is more than seven times oversubscribed, according to people familiar with the matter, as the South Korean memory chipmaker prepares to price its offering Thursday. The sale of 177.9 million …
1,100 Shares $BE (Margin + Cash): Margin Called + Naked Options
The moderator removed my old post. Here is my position on $BE so far, today's price movement put me on a maintenance call. https://preview.redd.it/ozpfgh3l03ch1.png?width=692&format=png&auto=webp&s=a13ef49df4b6fbe5ad5e973b8e83ddeb63f2fb08 I've been selling naked ITM puts as well for big losses. Here is my margin call from just after today's market close. https://preview.redd.it/0292iutq03ch1.png?width=1006&format=png&auto=webp&s=6e4767685e03839c4fb3f59328ba568a1d41fc5a I am going …
SpaceX closes at $148 in two-day slide after Nasdaq 100 inclusion
TSMC leverage yolo
US diesel futures post biggest daily gains in four years after Russia bans exports
Meta is building its first big Canadian data center as AI expansion crosses the border
$CHWY is 66% shorted while making record profits. The bears are completely trapped.
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