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More investors should try activism, that would help hard sloggers like @DanielSLoeb1 who pioneered this idea. If more were to join, the world could actually become a better place. Instead we have funds managing trillions sleepwalking their clients' money to the grave. 🪦
I get the sense that PainPal is pushing ahead bit by bit in the right direction under the new CEO. This one will likely never light up your portfolio overnight but you might get a steady reliable plodder. It's also probably still a target. $PYPL @EnriqueJLores
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Looks like the power name sell off was just an overly emotional reaction to certain stories propagated last week $VST $GNRC
Ok, this would explain a lot in the current market particularly in power names that are sitting on huge backlogs of orders and unprecedented demand. It probably means those assets will just go to the strongest hands, Musk is looking for bargains not super intelligence derailment
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Supermicro $SMCI looks increasingly like a candidate to fold into the Musk ecosystem:
1. It trades at a discount to peers.
2. Musk companies are likely its biggest customer (perhaps more than 40% of revenues).
3. It's building presence in India (a Musk interest too)
Sounds like the obvious move for Supermicro is to get more exposure to outside the US (with greater scope to command better margins). The recent political shift might help here as other countries, like India, do want to catch up to the US and are eager to build. $SMCI
Things are about to get very constipated in Texas. Let's see if the doctors can handle it. $SPY $QQQ
Terms:
Elon dear, we do not want you building data centres on our land and by the way can you pay for everything we need. Hugs and love, Gina 🤗
Texas has elected a moron. How entertaining is that @elonmusk ?
This is where $SMCI has an edge with their quick to deploy modular approach, combined with the cooling technologies. Right, @charlesliang? Keep going. If Elon likes it and Jensen is a fan, you must be doing something right.
Per Bloomberg, Microsoft is winding down its deal with Oracle to rent AI cloud compute, saying that "the computing Microsoft was renting became less useful because it no longer fit the company's specifications."
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Terms:
Elon dear, we do not want you building data centres on our land and by the way can you pay for everything we need. Hugs and love, Gina 🤗
Texas has elected a moron. How entertaining is that @elonmusk ?
Texas Governor-elect Gina Hinojosa: "We can have a strong working relationship with Elon Musk and his companies, but it has to be on our terms"
Jake Tapper asked her about blocking the sale of a Texas state park to SpaceX, and whether Musk might leave the state over it. Her answer:
“Well, look, as I said before, we have to have balance. These are our beaches we’re talking about. I mean, selling our beach to Elon Musk is just something that is almost unimaginable. It’s unacceptable. Our beaches are enshrined in our Texas Constitution as being free and open to the people of Texas because they are our beaches."
"We can have a strong working relationship with Elon Musk and 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.”
I’m fighting to block a proposed 400-megawatt data center from being built on federal land at NAVWAR, here in San Diego. If built, this would be the largest data center in the state. Our community has been clear: we don’t want this!
sandiegouniontribune.com/202…
Ok, this would explain a lot in the current market particularly in power names that are sitting on huge backlogs of orders and unprecedented demand. It probably means those assets will just go to the strongest hands, Musk is looking for bargains not super intelligence derailment
Sounds like the obvious move for Supermicro is to get more exposure to outside the US (with greater scope to command better margins). The recent political shift might help here as other countries, like India, do want to catch up to the US and are eager to build. $SMCI
$SMCI just needs to put an @elonmusk in charge to get the stock price up. I guess he's got a conflict as a big customer but @charlesliang should be able to get someone to fix those margins and lower their cost of capital.
$SMCI just needs to put an @elonmusk in charge to get the stock price up. I guess he's got a conflict as a big customer but @charlesliang should be able to get someone to fix those margins and lower their cost of capital.