Confidence: 60%
"...ittle more granular, adding some technical pieces. I did a, uh, a spotlight update this week around Oracle, uh, which proved to be timely. There were ......"
Confidence: 50%
"...at's what the tokens per watt is. But Anthropic doesn't have anything really in any big way with uh Nvidia. So, we're using so much AI that computing ......"
Confidence: 50%
"...y attention to these names because the battery situation is going to have to be a major investment. Tesla, same thing, has underperformed. I still lov......"
Confidence: 60%
"...ar, Intel was trading $25. So, one year ago, $25. There were stories in September, five years after Apple broke up with Intel. Intel is begging for mo......"
Confidence: 60%
"...time, Intel was $42, I believe. It's now almost 70. Uh, the CPU shortage is severe. That comes from Amazon. You would need at least twice as many CPUs......"
Confidence: 50%
"...on because it's all built on the fact that we are running out of things that we need for artificial intelligence, which as Jensen Yuang said this week......"
Confidence: 60%
"...ability to do this, which would be bad for the market as a whole, the spending is going to happen. TSMC on their earnings report said their capex over......"
Confidence: 60%
"...market through the CTAs we've seen their buying and we're going into earnings period where the blackout is in I think we're probably going to reach a ......"
Confidence: 70%
"...ther than uh the net side as nets got cleaned up when people were panicking on Iran. We get a rally back the other direction. I'm going to show you wh......"
Confidence: 50%
"...is blown away already. Companies are overrunning their initial budgets for inference. This is from Goldman Sachs. By orders of magnitude, we heard one......"
Confidence: 50%
"...b, but just kind of this compute shortage and what it actually means and new edge device report. Bitcoin breaks out. So let's get right to it. Uh I'm ......"
Confidence: 50%
"...fab, but just kind of this compute shortage and what it actually means and new edge device report. Bitcoin breaks out. So let's get right to it. Uh I'......"
Confidence: 60%
"...t I fully expect as we get into negative real rates that Bitcoin will become a major story. Here is Ethereum, which not only broke a trend line, but a......"
Confidence: 50%
"...time highs. Uh, and the most extreme momentum event 40 years, the NASDAQ 100's RSI went from 28 oversold to 70 a.5 by April 15th in just 11 trading se......"
Confidence: 60%
"...w through over the course of the year. So, you just have to be ready for it. Uh, at this point, uh, Goldman took up their inflation forecast. And here......"
Confidence: 70%
"...y saw the inflation process moving higher before Iran. Now we have oil set at higher levels. We saw silver prices rally dramatically from the summer t......"
Confidence: 60%
"...because this is a structural advance. Despite everything that's happened uh in Iran, we still have oil so far this year up 24% for the 12th contract o......"