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T-REX 2X Long CRWV Daily Target ETF
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- 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? - F
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? - N
As oil prices keep increasing and macro concerns grow uncertainty in the market. Markets where stocks drastically increase might have slowed so risk reward to upside might be smaller compared to market consolidation in range or sharp movement drop. DCA slowly into stocks that you like and know will have high and positive cashflow. Not financial advice.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft GainsAlphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
- D
The Feds stayed put which was pretty much expected and the market remained steady. If the market remains strong and dips get bought, we might see a nice rally into the year end.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft GainsAlphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
- H
Tech has rebounded quite strongly off its recent lows. Time will tell if that is the bottom and how the market pulls back from here will be a good indicator.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft GainsAlphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
- T
The divergence suggests markets are increasingly distinguishing between AI-driven revenue growth and the ability to translate that growth into sustainable financial returns. Going forward, cloud growth, capital expenditure, free cash flow and management guidance will be key indicators of whether heavy AI investment can justify elevated expectations.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft GainsAlphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
- A
I feel like a hike rake is bound to happen, it’s just a matter of the fed pushing it back. Happy to see AI stocks rebounding
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft GainsAlphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
- C
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet Slides After Earnings as Microsoft Gains
Alphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
- S
$Alphabet(GOOGL.US)'s TPU chips are about to run on another hyperscaler's cloud for the first time ever
$Oracle(ORCL.US) just announced Google's 8th gen TPUs are coming to Oracle Cloud in 2027, making it the first hyperscale cloud outside Google to offer themOracle also added $Cerebras(CBRS.US) Cerebras inference chips, SambaNova chips, OpenAI's Jalapeño chip, and a "multi-gigawatt" expansion of $NVIDIA(NVDA.US) Vera Rubin serversCerebras says the deal is material but won't disclose the size because it's in a quiet period$Cerebras(CBRS.US) is up 8.6% and $Oracle(ORCL.US) is up 4% so far today, with neoclouds $Nebius(NBIS.US) +10.6% and $Coreweave(CRWV.US) +6.8% riding alongOracle still says $NVIDIA(NVDA.US) chips are "the best, most fungible" and this isn't a pivot away from themBut the biggest AI buyers clearly want more than one chip supplier now, and Google renting out its crown jewel silicon to a rival cloud tells you how hard everyone is scrambling for computeSource: StockMarket.News
