YL_273
liked
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...
15
YL_273
liked
$NVIDIA (NVDA.US)$ It's best to break the support of 102 during the night session.
Translated
7
YL_273
liked
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...
+2
36
13
YL_273
liked
4
6
YL_273
liked
In recent weeks, the market has been significantly impacted by central bank policy signals and mixed macro data, leading to notable turbulence.
With upcoming events such as the Jackson Hole Symposium and Nvidia's second-quarter earnings release on the horizon, market fluctuations are anticipated.
Amidst this volatile environment, it is crucial to consider exploring leveraged ETFs as a potential tool to navigate opportunities and maximize potential r...
With upcoming events such as the Jackson Hole Symposium and Nvidia's second-quarter earnings release on the horizon, market fluctuations are anticipated.
Amidst this volatile environment, it is crucial to consider exploring leveraged ETFs as a potential tool to navigate opportunities and maximize potential r...
+1
58
7