MPC Markets

Your portfolio. Our experience. Markets move fast. A free portfolio review gives you a second set of eyes from a team with 100+ years combined experience. #PortfolioReview #ASX #Investing General info only, not advice.

EP142 Everybody Hates Datacenters: community and power pushback hitting real projects. When data centres don't get built, the AI trade feels it. Watch link in the reply. #BullsVsBears #DataCentres General info only, not advice.

Chip stocks have fallen. What's your next move? Before you reshuffle, get a free portfolio review from a team with 100+ years combined experience. #PortfolioReview #ASX #Semiconductors General info only, not advice.

EP141 broke down CoreWeave credit stress: secured GPU debt vs unsecured, and why the CDS spike wasn't what most thought. Watch link in the reply. #BullsVsBears #CoreWeave General info only, not advice.

40 of 41 data centre referendums have failed. Kansas flipped after 94 years. About $600m still wasn't enough in Texas. What does a US Democratic sweep mean for data centres? Vacancy, pre-leases, Google spend, CoreWeave vs better-capitalised names. Selective ideas on the table. Team waiting for Monday. Bulls vs Bears EP144 Could the Blue Wave Wipe Out Datacenters is live. General info only, not advice.

Four straight Bulls vs Bears episodes on the same risk: OpenAI/Firmus, CoreWeave credit, data-centre backlash, hyperscaler cash burn. This week EP144 asks whether the Blue Wave could wipe out datacenters. Latest ep and the full run are linked in the reply. #BullsVsBears #ASX #AI General info only, not advice.

Chip and AI names have been hit hard. Before you make a move, get a free portfolio review from a team with 100+ years combined experience. #PortfolioReview #ASX #Investing General info only, not advice.

Housing sentiment is gloomy. Property-related share prices aren't. Jonathan Tacadena joined @ausbiztv on The Trade: ANZ at a record high, CBA back off its lows, MGR, SGP and SGH bouncing off support. He reads it as investors positioning for a recovery, with the rate path still uncertain. Episode link in the reply. General info only, not advice. #ASX #Property #RBA

Bulls vs Bears tomorrow ~5pm Sydney. The week in markets, debated.

Ausbiz Investment Committee decisions for November. Mark joined the @ausbiztv Investment Committee panel with Rudi Filapek-Vandyck and Henry Jennings. Ausbiz Investment Committee decisions: 20% cash held, MYG sold, LTR increased. MP1 and IPD under consideration. Episode link in the reply. General info only, not advice. #ASX #Lithium #AIinfrastructure