Tom Nash Updates

I don’t think the bleeding we are seeing right now marks the end of the bull market.

Yes, stocks are getting hit. Yes, some froth is coming out. Yes, a few speculative names are getting slapped around because apparently gravity still exists.

But the big story is not changing.

The Mag 7 are locked in an AI arms race.

They are burning insane amounts of cash flow on data centers, chips, power, infrastructure, cloud capacity, models, and everything else required to dominate the next decade.

And now, for some of them, internal cash flow alone is not enough. Debt, equity issuance, creative financing, whatever it takes, the machine keeps moving.

Why?

Because with the data they have, the customer demand they see, and the real time usage trends inside their own businesses, they clearly believe the return on this AI buildout is worth it.

Are there pullbacks? Of course.

Are there shakeouts? Absolutely.

The market needs those.

Every once in a while, it has to drain the stupidity from the speculative corners before everyone starts acting like every AI press release deserves a 40% rally.

But big picture, nothing I see tells me this train is stopping.

The AI capex cycle is alive.

The biggest companies in the world are still spending like crazy.

The competition is still escalating.

And as long as that continues, I don’t see the bull case as dead.

I love when people say I’m taking money from $Palantir Tech(PLTR.US)

Have you seen the stock price?

I should be paying them 🤣

Hey @nikitabier why it’s so hard to report impersonation accounts. Is there a way to do it with a one button click?

These scammers are all over social media like cockroaches.

Any chance you can do something about it.

Thanks for the discount

See you all next selloff

$Palantir Tech(PLTR.US)

This is NOT an elite physique (obviously 🤣), but having said that, I’m proud of my fitness journey.

Still a long ways to go, but at 45 years old, I guess this is my mid life crisis…

Loving the process and never thought I’d put up my shirtless pic on X.

Unpopular opinion: the referee should have stopped the fight and not let Rico waste 25 seconds to recover his mouth piece.

He was clearly out of the fight.

Stoppage was right on the bell.

That’s what happens when you don’t counter and just stand there taking combos.

I may be wrong about this, but I suspect that we are not as close to an Iran deal, as people think.

Let’s see…

You win the lottery.

Option 1: $1,000,000 today.

Option 2: $1,000 every week for the rest of your life.

Which one would you choose?

$POET Tech(POET.US) might have interesting technology, but as a stock, this thing screams speculation.

Tiny revenue, massive losses, heavy story stock energy, and now the Marvell related order drama just blew a hole in the credibility story...

This needs to never be allowed.

These comments bots are the worst.

Dear panic sellers.

Thanks for the discounts.