The Oracle of Wall Street — None of my posts are financial advice 👁️ Seeing tomorrow’s winners today. Best Alpha on X for Stocks.
Three Earnings Ahead
Joined November 2023
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The Oracle retweeted
$CRWV | Cantor Fitzgerald 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗖𝗼𝗿𝗲𝗪𝗲𝗮𝘃𝗲, PT $𝟭𝟳𝟲
Analyst sees DDTL credit enhancement attracting lenders and another facility potentially easing capital-access concerns.
The Oracle retweeted
These prices are all generational.
Don’t let anyone tell you otherwise.
Buy everything.
The McRib is coming back and you’re bearish? You know what this means historically, the turnaround will be fucking LEGENDARY. Stop being sad, be smart, winners are born investing today.
The Oracle retweeted
Pretty much everything in the $SPCX earnings call destroyed the SI bear thesis. I’m speechless.
$META up next.
Holy smokes!!!!
$SPCX says Q4 capex will be $35-40 billion versus $18-19 billion from sell-side estimates.
Elon also says they can bring on 10 GW of compute in 2027 in addition to the 2.5+ GW they expect to have by the end of 2026.
This means $SPCX capex in 2027 could be $300-400B billion (ie $30-40B per GW) vs current sell-side estimates of $165B.
From Elon… “At current pricing, new compute deployments are generating a payback of less than a year. Pricing is currently tracking slightly above the high end of the $30 to $50 per watt range we were discussing just last quarter, which further supports the attractiveness of these terrestrial SI compute investments.”
From Elon… "I think the demand for bandwidth is going to be dramatically higher than it is today. I think in three to five years there is probably a demand for 1,000 times more bandwidth than there is currently, because AI or SI agents will on a per-agent basis use far more bandwidth than a person, and there will be far more agents than there are people... With next year being primarily Rubin, I would say I am fairly confident of being able to bring an incremental 10 gigawatts of compute online in 2027. That would be in addition to the roughly 3 gigawatts, maybe 2.5 to 3 gigawatts that we will have online by the end of this year. Let me put it this way. I would be surprised if we brought on less than 13 gigawatts of compute by the end of next year."
…and to think that some of you are bearish on ai infrastructure 🙄 while the clowns at Gartner think demand is lagging supply 🤣
The Oracle retweeted
You guys do realize the value of SpaceX is infinite if Elon actually awards a share to every child in America. Buying here asap, people are sleeping on that kind of announcement and I love where it’s at in terms of the chart. $SPCX
You guys do realize the value of SpaceX is infinite if Elon actually awards a share to every child in America. Buying here asap, people are sleeping on that kind of announcement and I love where it’s at in terms of the chart. $SPCX
The Oracle retweeted
Every pop is being sold almost immediately.
The market has no real consensus right now. Bulls and bears are both convinced they're right.
I think in a few months we'll find out the bulls had it right all along. 😜
But make sure you're positioned for it. The moves in both directions are going to be violent, just like every rally and selloff we've seen lately.
Could not agree more, I love $DRAM here
The Oracle retweeted
$CRWV $NBIS $IREN
Neocloud stocks are down sharply this week on fears of credit stress, mainly from $CRWV, and a Gartner report claiming 80% of neoclouds will cease independent operations by 2030.
I just read the report and its actual garbage. Gartner is a joke of a company. It’s just a headline built to sell their paid research, from a company whose stock is down about two-thirds from its highs.
Here’s their track record of their greatest hits:
> Said that Symbian would be the #1 mobile operating system with 30.2% market share. Seven months later they reversed so hard it looked like a Burry trade and put it at 0.1%.
> Predicted 80% of internet users would have a Second Life avatar by 2011. It was zero.
> Predicted BlackBerry would hold 11.1% market share by 2015. It finished at less than 0.5%.
> Predicted that by 2018, 3D printing would cost the world at least $100B a year in IP theft. The real figure was close to zero.
> Predicted customers would manage 85% of their company relationships without a human by 2020. By 2018 they were predicting just 25% of customer service operations would even use virtual assistants.
> Predicted 25% of people would spend an hour a day in the metaverse by 2026. We all know how that turned out.
> Predicted that 2% of US citizens would get married in virtual worlds by 2015. What on gods green earth were they smoking.
> Predicted over 80% of neoclouds would cease independent operations by 2030.
Do we know how they come up with these numbers? They just make this shit up, put up a paywall and a press release to save their dying subscriber growth. Absolute clown show.
Gartner says that by 2030, 80% of neoclouds will have ceased operations, that AI data center owners would need to generate $8.5 trillion in revenue to cover the current spend and hit an ROIC of 12%, and that $4tr+ in assets face writedown risk by 2032.
gartner.com/en/newsroom/pres…
send it, $MU
$MU
This might be the most bullish memory chart I've seen all year.
Bloomberg Intelligence has HBM bit shipments going from about 5,000M GB in 2026 to roughly 18,000M GB by 2030, almost 4x in four years.
Over the same period, the average HBM price per GB more than doubles, from around $16 to about $35.
In memory, that almost never lasts for years.
More supply has always meant lower prices, and that's what made this a cyclical business. Here volume and price climb together, which tells you demand is running ahead of everything the industry can build.
Only three companies in the world make HBM at scale, and $MU is one of them, with 26 strategic customer agreements already locking in demand through 2030.
More bits, at higher prices, with customers signed up for years.
Mega bullish $MU.
