Day Trading Alerts

The AI infrastructure buildout is insane. I am not hearing or seeing signs of slowing down, rather the complete opposite. These quotes sound very bullish $CRWV $NBIS $IREN: Sam Altman: “You should expect us to take as much compute as we can… we will spend maybe more aggressively than any company who’s ever spent on anything ahead of progress.” “We already want the company to 100x the 1 million GPUs we will have by the end of 2025.” “Theoretically, at some points, you can see that a significant fraction of the power on Earth should be spent running AI compute.” “I think compute is going to be the currency of the future. I think it’ll be maybe the most precious commodity in the world.” “You should expect OpenAI to spend trillions of dollars on data center construction in the not very distant future.“ Mark Zuckerberg: “We’re planning to invest $60-65B in capex this year while also growing our AI teams significantly, and we have the capital to accelerate investing in the years ahead” “Meta will spend ‘hundreds of billions of dollars’ on AI infrastructure over the long term. We plan to spend $600B over the next few years.” “I actually think the risk is higher on the other side (not spending enough) rather than being somewhat too aggressive.” Elon Musk: “The xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years.” “xAI plans to expand its supercomputer in Memphis to at least one million GPUs from its then-current ~100,000 GPUs.” Satya Nadella: “There will be overbuild … I am thrilled that I’m going to be leasing a lot of capacity in ’27, ’28.” “We continue to lead the AI infrastructure wave and took share every quarter this year. We stood up more than 2 gigawatts of new capacity over the past 12 months alone, and we continue to scale our own data center capacity faster than any other competitor.” “Microsoft has earmarked $80 billion for AI in its current fiscal year. As AI becomes more efficient and accessible, we will see exponentially more demand.” Michael Intrator (CoreWeave CEO): “The depth of the demand, the scale of the demand, the breadth of the demand is overwhelming.” “The overwhelming majority of our infrastructure has been sold in long term structured contracts in order to be able to deliver long term compute to our clients that need to consume it for training and for inference over time.” Whether or not these big tech behemoths are overspending, CoreWeave, Nebius, Iren, etc. are going to be paid. I think all three are buyable on weakness barring an unforeseen change.