Commentary for your enjoyment only. None of my tweets are Investment Advice or Stock Recommendations. Do your own due diligence. I only promise lots of typos.
Joined May 2013
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Vice President JD Vance on the shipyard being built in Brownsville, Texas:
“The shipyard that's being built there will become the highest tech and one of the largest ship building facilities in the world...we haven't opened a new shipyard in this country in about 80 years...this is all about the President's agenda to reindustrialize the country, build more in the United States, but you're starting to see it pay off.”
BREAKING: Secretary Pete Hegseth announces that Elon Musk will co-lead a new War Department effort studying the future of warfare during his State of the Force address.
Hegseth unveils Project Meridian, naming Musk, Palmer Luckey and Newt Gingrich to co-lead the effort under the department's Chief Technology Officer Emil Michael.
"An effort led by America's best minds to study the future of warfare."
Follow the latest developments on this story with the Fox News app: foxnews.onelink.me/xLDS/z2jy…
BREAKING: Secretary Pete Hegseth announces that Elon Musk will co-lead a new War Department effort studying the future of warfare during his State of the Force address.
Hegseth unveils Project Meridian, naming Musk, Palmer Luckey and Newt Gingrich to co-lead the effort under the department's Chief Technology Officer Emil Michael.
"An effort led by America's best minds to study the future of warfare."
Follow the latest developments on this story with the Fox News app: foxnews.onelink.me/xLDS/z2jy…
Nothing To See Here retweeted
BREAKING: Anti Fund, the VC firm co-founded by Jake Paul, is seeking to raise $400 million for its second fund.
The target for Anti Fund II is more than 13x the size of the firm's first VC fund that closed less than a year ago. The firm lists OpenAI, Anduril, and Cognition as part of its portfolio.
While this is indeed an impressive figure, unfortunately this $77 billion of revenue is $275 billion less than their contracted data center spend for the next 12 months. So either @OpenAI, @AnthropicAI, or the hyperscalers are toast. $AMZN $MSFT $NVDA $ORCL $GOOG $CRWV $NBIS
OpenAI and Anthropic are on track to add about $77 billion in revenue in 2026, more than all public software combined.
The Goldman analyst going out a real limb here with his $FDS call... Ballsy 😂
Nothing To See Here retweeted
US inflation breadth is actually pretty muted. Oil will drive the inflation narrative while the Iran conflict remains unresolved, but underlying inflation pressures don't look that strong.
Bain & Company just released a eye-opening slide confirming Torsten Slok’s warning from yesterday: AI CAPEX is vastly outstripping projected returns.
Hyperscalers need to find $4.2 trillion in new annual revenue to justify their planned data center builds. Meanwhile, total US enterprise IT spend this year sits at just $2.8 trillion.
So good luck guys... $MSFT $GOOG $AMZN $META $ORCL $CRWV
Don't worry everybody, $ORCL is just fine. Nope, I'm just kidding...
So $FDS just laid out EPS guidance that implies EPS growth of 15-18% next year, and the company trades for 13x earnings...
