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@quantLR

Fear causes hesitation, and hesitation will cause your worst fears to come true. I don’t trade for direction, I trade for distribution.

lrmi.ai
Joined August 2021
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$NVDA the private credit firm?
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Wall St Engine (@wallstengine) profile pictureWall St Engine
@wallstengine4h
$NVDA is in talks to provide Nscale with billions of dollars in credit guarantees to finance a 460MW data center in West Virginia for Anthropic. Nscale has a $45B contract with Anthropic for the facility, which is expected to use NVIDIA's Vera Rubin GPUs. The credit support could exceed $5B, based on industry estimates, and would cover power and construction costs rather than chip purchases. The agreement has not yet been signed, and terms could change. Source: The Information
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INTEL $INTC: "Strong demand across hyperscale, enterprise and neo clouds Purpose Built Silicon revenue more than doubled YoY Agentic workloads driving increased customer interest across product roadmap"
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GOOGLE $GOOG $GOOGL: Show me the CapEx! +114% Y/Y Growth
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MICROSOFT $MSFT: CapEx increased 30% to $45.2 billion "Roughly 3/4's of CapEx we're for short-lived assets, primarily CPUs & GPUs" Microsoft spent roughly $33.9 billion on just new CPUs and GPUs alone!!
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GOOGLE $GOOG $GOOGL: Latest TPU Systems v7 Example
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GOOGLE $GOOG $GOOGL: I'd say AI is generating some good returns
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GOOGLE $GOOG $GOOGL: Google Cloud: +103% Q3 Y/Y revenue growth Gemini: ~32B Tokens per minute, up 40% Q/Q This is massive
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Token Prices continue to decline Source: Citadel Securities $CRWV $NBIS $IREN $NCLD $NVDA
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More Compute = More Revenue The strongest financial chart in Anthropic's S1: revenue divided by compute and infrastructure expense rises from 0.40x in Q1 2025 to 2.08x in Q2 2026, a 5.2x improvement. A compelling visual of the business scaling faster than its compute bill. $CRWV $SPCX $NBIS $INTC $NVDA $AVGO $GOOG
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