Posts
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 adoption of artificial intelligence. The California-based company is working to …
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 rising security and regulatory concerns. I know OVHcloud and Deutsche …
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 it “feels” good right now as a owner. But what …
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 specialist Price/OCF multiple of 44 currently 2. Credo Technology Group …
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 this stock at 188x earnings. The growth estimates are insanse …
WorldLine - what's your opinion
WorldLine is a massively depreciated FinTech which is rather rare considering that they are twice the size of Adyen for example and still are developing their operations. Recently, they've changed both the CEO and CFO to make the company great again. Both of them are really experienced French businessmen who …
r/Stocks Weekly Thread on Meme Stocks Saturday - Oct 04, 2025
The meme stock scheduled posts will now run weekly and post Saturday afternoon and won't be a sticky; you're probably seeing this because automod sent you here! [Full list of meme stocks here.](https://www.reddit.com/r/stocks/wiki/meme-stocks) This will be updated every once in a while. ------ Welcome traders who just can't help them …
Curious if this is a good percentage plan for my stock diversification?
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