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$Trump Media & Technology (DJT.US)$ $Indonesia Energy (INDO.US)$ $Tesla (TSLA.US)$ $MARA Holdings (MARA.US)$ $GraniteShares 2x Short TSLA Daily ETF (TSDD.US)$ $Direxion Daily TSLA Bull 2X Shares (TSLL.US)$ $NVIDIA (NVDA.US)$ $ZIM Integrated Shipping (ZIM.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ $Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$ rem to grab some DJT before market open. Good luck
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Mapping out the current state of AI markets:
Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of that.
We’re seeing in...
Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years).
Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability.
The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of that.
We’re seeing in...
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$NVIDIA (NVDA.US)$ It's best to break the support of 102 during the night session.
Translated
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The market is in the green Thursday, and the S&P 500 was flat for the day by the close after pulling close to an all-time high. Nvidia fell 6% for the day, but the market did not feel it as it normally does.
Just past the 4 pm ET close, the $S&P 500 Index (.SPX.US)$ traded exactly flat for the day, the $Dow Jones Industrial Average (.DJI.US)$ climbed 0.59%, and the $Nasdaq Composite Index (.IXIC.US)$ fell 0.23%.
MACRO
Thursd...
Just past the 4 pm ET close, the $S&P 500 Index (.SPX.US)$ traded exactly flat for the day, the $Dow Jones Industrial Average (.DJI.US)$ climbed 0.59%, and the $Nasdaq Composite Index (.IXIC.US)$ fell 0.23%.
MACRO
Thursd...
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