AI-Led Investor | Chartered Accountant | Ex-KPMG | 🇮🇪
Joined March 2013
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Research smarter at thewiseadapter.com
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DATA CENTRE UPDATES;
Susquehanna (Quant firm) estimates around 12 GW (8%) of the 148 GW AI-training data-centre pipeline planned until 2030, could be cancelled in a worst-case regulatory scenario.
Risks are concentrated in 2028–2030, while most 2027 projects are already permitted.
My opinion;
In terms of market expectations, this is doveish.. & Id expect the differences to be sorted by 2028 or the centres will be built elsewhere 👌
Stay calm. Stay wise.
$QQQ
Another important piece you may have missed overnight 👀
Anthropic $ANT has increased its annual rev runrate to 80bn$ by Ocotober close. 🆙️
This is a 14% raise on expectations & 8% beat on Semi Analysis commentary.
Markets had got worried when the S1 had excluded this amount recently.
Governor-Elect _ Gina Hinojosa
Data Centre Comments overnight;
"It is not that I hate data centers. I hate the way they are taking advantage of Texas".
Residents should have “a seat at the table to decide if & how these data centers come into their communities".
“We can have a strong working relationship with Elon Musk & his companies, but it has to be on our terms. It cannot be just running over the people of Texas. And that’s what changes now that I will be governor.
Her main aims;
Protect water supplies, prevent higher household electricity bills, end data-centre tax subsidies and limit secrecy around development.
$SPY $SMH $NBIS $XLK $QQQ
The reason I believe the market could bounce back instantly is that it was waiting on Gina's views.
From the above I read that she wants business relationships. I dont read, end of the AI buildout.
Now lets hope the weak hands have to chase today $QQQ
The Wise Adapter 🦉 retweeted
Weve had 100s of new followers this week. Really appreciate the support Im getting. I will continue to improve & provide original insight.
For those who have not yet checked out my website, please do;
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Lots of free tools there to aid your investing.
There is also an offer running on the newsletter, private chat & portfolio updated until Jan 1, 2027.
The waitlist has signups, but I want to hit a target before committing. Please signup if youre interested.
If not, back me here on X & get some high quality information 👍
Make this your stock hub!
Research smarter at thewiseadapter.com
Most investors don’t need more information. They need better signals.
My new website offers a FREE RESEARCH HUB which puts market news, economic data, company KPIs, earnings and market visualisations in one place.
Feedback WELCOME!
The Wise Adapter 🦉 retweeted
New: Anthropic’s run rate topped $80 billion at the end of October. wsj.com/finance/major-invest…
Weve had 100s of new followers this week. Really appreciate the support Im getting. I will continue to improve & provide original insight.
For those who have not yet checked out my website, please do;
thewiseadapter.com/
Lots of free tools there to aid your investing.
There is also an offer running on the newsletter, private chat & portfolio updated until Jan 1, 2027.
The waitlist has signups, but I want to hit a target before committing. Please signup if youre interested.
If not, back me here on X & get some high quality information 👍
Make this your stock hub!
Research smarter at thewiseadapter.com
Most investors don’t need more information. They need better signals.
My new website offers a FREE RESEARCH HUB which puts market news, economic data, company KPIs, earnings and market visualisations in one place.
Feedback WELCOME!
Why are the media trying to make this midterm election AI vs non AI?
Are these democrats as lost as Trump?
There was a blue wave due to cost of living, threats to allies, tariff war, Iran war & broken promises.
Not because there was too many data centres being build. F#ck RIGHT OFF!! $SPY
CONFIRMED: SINGLE WORSE DAY IN $QQQ history!
The Nasdaq's collapse of 2.1tn$ takes the record for the largest monetary value loss in the index history!!
The total US Stock market dropped $3 trillion in value today!
Matched only by the tariff wipeout in Apr 2025 & only bettered by the COVID collapse in 2020 (3.5tn$) $SPY $XLK
I will cut the head of a stock if it isnt performing. Im not BULL only mode.
Intel got immediately cut when I seen their results. At 77$ it was painful. Now its at the bottom of the ocean.
Dont marry your bags. Be truthful to yourself. Thats the best thing you can do.
I dont want to ruffle feathers but that $AAOI miss is painful & id be careful there. They have large expectations. Dont wait for the market to move before you do.
OFC do you research first & then make your assessment.
Having traded Crypto from 2017 - 2024 I dont think this is in my top 50 worse % daily drawdowns. Even though Im still REKT.
Having the mustard to hold vaporware there makes you incredibly diamond handed.
Now im holding revenue/ profit generational juggernauts.
Stay calm. Euphoria comes back hard! $SPY $QQQ
P.S I exited Crypto +7 figures 👌
Barrons has rumoured $MU will repurchase potentially 100bn$ of its shares in 2027. Todays market cap is 768bn$ representing ~13% of its entire market cap!
The current approved amount is 35bn$ = ~ 5% repurchased in one calendar year.
Significant buybacks start Dec 9th, 2026
The Wise Adapter 🦉 retweeted
GOOGLE: BUILDING OUR FIRST DATA CENTER IN WYOMING, REPRESENTING A $17 BILLION INVESTMENT
In the last 50 years if the $SPY had a 15% correction, it went on the make new highs WITHIN 5 MONTHS in nearly 80% of cases 🤷♂️
FactSets show third-quarter earnings growth at 30.2% YonY with most companies raising forecasts.
I struggle to see a bear market here. Makes 0 sense.
The Wise Adapter 🦉 retweeted
GS desk:
“What a difference a day makes...
Yesterday was one of our busiest days of the year on the equities trading desk (from a number of trades and notional executed perspective). Today is the exact opposite. Our phones are exploding with asks for color. Unfortunately we aren’t seeing much. The long only community is frozen (again). There was massive desrisking into midterms and traders were surprised by yesterday’s move and got sucked back in. HFs selling back pockets of the market (hyperscalers) that they bought yesterday.
We are not seeing buyers step in to defend anything just yet. Clients telling me brokers with heavy retail presence are saying 2ndday of very noteworthy sell skews. This feels like top-down pressure being applied via macro instruments. SPY volumes +160% vs. 20d, QQQ volumes +100% vs. 20d, SMH volumes +150% vs. 20d, DRAM volumes +75% vs. 20d.
This feels like a lot. It is always darkest before dawn.”