Buy buy buy, dont wait
Z
$Palantir Tech(PLTR.US)
To me, today it's a rebound after the roller coaster fall. next Monday could be an even further dip. Let's buckle up. Safety first, don't panic.
Zenden
Z
Uob gogogo new high!
🏦 SG Banks Challenge — DBS vs OCBC vs UOB. Pick the winner, win cash!
Our three biggest banks report on three consecutive mornings this week — and they go into it off a four-day slide. 🏦$UOB(U11.SG) — Wednesday, before SGX opens$DBS(D05.SG) — Thursday, before SGX opens$...
Z
Buy buy buy, don’t wait! Gogogo
Anthropic pays $SpaceX(SPCX.US) $1.25 billion a month for GPUs, and it can walk away with 90 days notice. I spent some time reading on neocloud business models this weekend, and there is a pattern here that explains the split in the AI trade right now.
Model 1: SpaceX is renting short, at as much as three times the long term rate. They are betting GPUs stay scarce long enough that customers keep paying up.Model 2: Neo clouds like $Coreweave(CRWV.US), Nscale and $IREN(IREN.US) are doing the opposite. They lock customers into 5 year take or pay deals at lower prices, and the customer pays even if the racks sit empty.If scarcity lasts, neoclouds like SpaceX win big and those long contracts look cheap. If supply catches up when the hyperscalers' own data centers open in 2027 and 2028, Anthropic gives its 90 days notice and SpaceX is holding GPUs it already paid for.Only one of these models is right. Which one are you betting on?Z
Buy buy buy
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Bridgers' Stories EP03 | How a Singapore Tutor Learned That Being Right Isn’t Enough
ABOUT THIS COLUMNBridgers’ Stories is Longbridge Singapore’s community interview column.Every episode, we sit down with one member of this community — someone whose posts you already scroll past every...
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gogogo all new high
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![Jackson Hole Fed Speech Vs SPX Returns S 12006-2025 3.0% 1- Tier1 1 Alph ha 2.0%]()
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Jackson Hole: 10 AM ET – Warsh's Words Could Move Markets.
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...