Cestrian Capital Research, Inc

GOLDMAN SACHS CEO SOLOMON SAYS OPTIMISTIC THERE'LL STILL BE SIGNIFICANT AMOUNT OF INVESTMENT IN DATA CENTERS, COMPUTE CAPACITY IN US- CNBC INTERVIEW

This is straight-up grift. Why on earth would you start an asset manager with the Hedgeye name and not use the Hedgeye process, @mablum? If the Hedgeye process is so good, isn’t the logical step to extend that to the asset manager? Walk us through your thought process. Was it purposely set up this way to avoid killing the research golden goose? If the funds underperformed (and they have), you can say you had nothing to do with it… have I got it right? This industry is filled with deceptive people who avoid taking ownership at all costs.

$NVDA Will Jensen Huang step down? Nvidia is down about 5% pre-market on the news, but I think Tuesday's CPI is the bigger test. In 8 minutes: - the questions investors should ask, - why Nvidia's valuation is near the low end of its 10-year range, and - what I'm watching this week.

The fact that China targeted Jensen underscores the geopolitical significance of AI leadership. That means both Democrats and Republicans will need to build lots of data centers. $NVDA

Tuesday at 4:15 PM EST, right after the market close, I’ll be hosting a spaces with two incredible investors. @CestrianInc @yxinsights We’ll be diving into the markets, discussing how we’re viewing the current landscape, where we see opportunities emerging, and what we’re keeping an eye on moving forward. Looking forward to a great conversation. Join us! teapawt.net/i/spaces/1ZBXzYP…

JUST IN: Momentum is building behind the bipartisan permitting reform bill ahead of Monday’s Senate vote, with Democrats reportedly making progress in negotiations, clean-energy groups endorsing the revised legislation, and conservative Rep. Chip Roy urging Congress to pass permitting reform before January 3. The developments could provide a positive catalyst for data center, power infrastructure and renewable energy stocks that have faced selling pressure following the Democratic sweep in the midterms. The revised bill would accelerate federal permitting and transmission construction, require new qualifying data centers to cover their incremental electricity and grid costs rather than passing them on to consumers, establish financial guarantees for operators, and expand oversight of data center electricity and water consumption. It also includes four nuclear provisions addressing licensing, uranium enrichment, NRC staffing and DOE transparency. The most significant development may be the emergence of broader political support for energy infrastructure development, including solar and wind projects that previously faced Republican opposition. Faster permitting and transmission expansion could benefit renewable developers, grid equipment suppliers, utilities and data center operators, although new cost-sharing requirements could pressure data center economics. Nuclear developers could also benefit from regulatory reforms. The bill potentially offers a policy catalyst for several recently pressured sectors, but Monday’s 60-vote threshold remains the immediate hurdle.