Captain Planet nigga where are you
san diego
Joined December 2013
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he knows history will not treat him nicely when it happens thats why he keeps putting up monuments in his name and trying however he can to have a legacy
Doeryon Marcelluss retweeted
The AI CapEx boom is officially over.
With Democrats taking power, data center buildouts will be blocked. Every AI company that backed Trump will be investigated for circular financing & bribes.
The ability of these companies to go further into debt with private credit is gone.
The reason data center GPUs have always had a 3 year life cycle is the cost to run old hardware past year 3 exceeds the cost to buy new GPUs.
It's a race to pay off the hardware and make a profit before the hardware becomes obsolete.
The AI bubble is the complete opposite...
They've borrowed vast sums of money with absolutely no path to profitability.
Not only that, they've racked up trillions of dollars in obligations over the next 3 years that they can't get out of.
This ends one way... with warehouses full of obsolete hardware.
its might actually be over, these tech companies had two good years to jam whatever bullshit down peoples lungs and now its like legit done,
there will be no hyper-scaling
we are going to see how little money these people have when speculation is cut in half
BREAKING: US technology stocks collapse at the open, erasing -$1.3 trillion in market cap in 30 minutes, with dozens of names down 10% or more.
Tech Stocks Today:
1. SanDisk, $SNDK: -15%
2. Western Digital, $WDC: -13%
3. Nebius, $NBIS: -13%
4. AMD, $AMD: -12%
5. Seagate, $STX: -12%
6. Qualcomm, $QCOM: -10%
7. Micron, $MU: -10%
8. Tesla, $TSLA: -10%
9. Dell, $DELL: -10%
10. Arm, $ARM: -10%
11. Marvell Technology, $MRVL: -10%
12. CrowdStrike, $CRWD: -10%
13. Intel, $INTC: -9%
14. CoreWeave, $CRWV: -8%
15. Palantir, $PLTR: -8%
16. SpaceX, $SPCX: -7%
17. TSMC, $TSM: -7%
18. Nvidia, $NVDA: -5%
19. Broadcom, $AVGO: -5%
20. Oracle, $ORCL: -5%
The Nasdaq 100 is now down -4% on the day.
We expect a highly eventful day ahead.
Turn on our post notifications @KobeissiLetter for real time analysis as this develops.
