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Don’t worry.
AI data centers form only the compute layer.
You need a network layer and an application layer.
A suitable justification for the current AI data center capex is not LLMs or code, but physically interconnected products (not just smartphones and personal computers) that form the commercial layer of the AI stack that you can’t get without networking.
The network “hyperscalers” in the West will be $T, $TMUS, and $VZ. Their suppliers will be $NOK and $ERIC. We’ll also have $CSCO there, and $SPCX will contribute through satellite networking.
Network capex will be crazy, much crazier than AI data centers, and it will drive people even crazier, but it will result in a much more sustainable product than AI data centers, since network investments are more durable and less affected by chip optimization (see the dot-com bubble for more).
And yes, robots are coming, but they won’t be just humanoids or of humanoid form, but rather free-form.
Today we have the same conditions as we had on April 2, 2026.
Up we go, and more tomorrow.
Have fun!
And just like that, the guy is out of his shorts. @Incdpd2
They know how to curse you.
They know how to block you.
They know how to call everyone they know to block you.
But they sure listen when you are right.
They won’t apologize to their followers, though.
Unbelievable. @Incdpd2
Supposedly 80 years of experience there.
Still did not learn not to short a strong uptrend day.
And the funny thing is - I went through the guy's history going back 1 year because I valued his work and wanted to learn more. I then told him exactly what I see as good and less good in his work, flagging the type of mistake he is now exposed to and has made 3 times in the past (see attached post).
In response, he blocked me, then called me a fool for not listening to him (quoting a post where I correctly predicted a hotter-than-expected CPI, and suggested a strong upside rally is coming - real genius move here), then called upon all his followers to block me.
Do you understand why the target is $800 on the $QQQ for early December? Some of the participants on the other side, especially those with "80 years of experience," are literally crazy people.
teapaw.org/Matans8442/status/2119…
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A market that waited for a potential fundamental catalyst to be able to recover from this fall just got one:
Jensen staying.
We are heading to Nvidia’s earnings call next week, by the way. Nvidia never misses.
Good luck!
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Does it mean Nvidia goes back to 220 like nothing? No, the market does not need it - the market just needs a fundamentals catalyst to allow itself to
build on a good state of flows to go up.
If the market goes up from here after Jensen stays, then everything everyone is going to remember about this is not inflation, hikes, Chinese spies, Iran deal - just that Jensen slept with a bunch of women, and, in the meantime, oil went down.
Will Nvidia stay up after this? Probably not, but it is enough for markets to go up.
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Will never happen.
Jensen is not going anywhere the same way Altman didn’t go anywhere.
It’s not about innocence. It’s about having too many Pandora's boxes everywhere - if you open one, you might have to open the rest.
But why open anything when people have goldfish memory?
If you don’t have goldfish memory, please remind me:
1: How is the Fauci investigation going?
2: What about President Biden and the auto-pen?
3: What about congress members that mysteriously die a day after visiting a Ukrainian arms factory? The factory was bombed by Russia the next day. Coincidental, I’m sure.
4: What happened to that OpenAI copyright whistleblower that ordered food and then shot himself in the back of the head with a shotgun? That was suicide, right?
And more and more and more.
5: What about the gigantic Pandora’s box worth 40 trillion dollars in US debt? Do you know how many lives this costs?
6: I also heard Fort Knox is filled with gold - last audit was 60 years ago...
I can go on, but really - People like to think they are better people than they are. They are not. Some people get punished for things, and others don’t.
Now, the Nvidia board should announce that Jensen is staying, the market pumps, and all the hot-headed goldfish people forget it and move on to the next thing - like they have been doing for 20 years now.
We expect Jensen to be removed as CEO of Nvidia at this point and it’s in the Board’s hands. We see the stock valuation at $225 without Jensen ($300 with Jensen as CEO). At this point, writing on the wall for Street as stock will now bake in Nvidia without Jensen going forward 👇
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Smart.
Google drops 30%, and suddenly the secrets of very powerful people start coming out.
How many secrets do you have in your emails?
Just bought 400 shares of $GOOG A/H after all this Nvidia news. Also have calls bought earlier today.
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Trading with 1000x leverage is possible now.
Insane.
trench.io
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And I was actually thinking $MCD had any chance of missing earnings...
They probably pay almost nothing to get employees.
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Also: Tired of people? They cheat and steal and are so unreliable - they can have sex with anyone.
Invest in AI and robots!
By the way, the irony here is that if you read this and feel sick and tired of people, you are already closer to investing in AI and getting sucked into its distortion field.
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(another great distructor)
Sorry to break it down for you, short sellers, but morality, especially marital morality, hasn't really been a big part of your culture for a very long time, so why should it be a big part of market behavior?
Covid, election interference, several presidential assassination attempts, Epstein files, gigantic national debt, and many, many more - all happened, all vanished within a week. I would say that deep down most Americans don’t care about these things, nor the truth, but I would be lying - it’s not deep down at all.
This is, by the way, the greatest asset that people in power have - if regular people do not care about morality or accountability, no one will ever hold them accountable for anything.
Such an asset is kept in many ways, and the main one is divide-and-conquer: first, you get distracted by several things (hate is one major distractor), and then, after distraction, the opposing sides get conquered by promoting apathy in each - those who ignore the truth get rewarded most.
And how do you reward indifference and apathy in a way that motivates it? Easy: You use money - Classical conditioning at its finest.
Closing circle here - the above perfectly illustrates the real power behind why passive funds hold so much power and why smart money, run by very powerful people, organizations, and countries, promotes it so much:
Those who “care” the most lose the most.
Those who don’t care get rewarded for it.
And powerful people remain in power.
So: The market is heading higher, much higher. Enjoy it.
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People are imperfect - they can cheat, lie, steal.
Robots can’t do these things. AI can't either. They only do what they are told.
We must invest in AI and robots.
So the market will pump.
JUST IN: Israeli military reportedly in talks to purchase 1,000 humanoid combat robots to patrol Hamas tunnels in Gaza.
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Now, while the argument above, which leads to the market going up, is prime baloney, it does not matter; the conclusion about where we end up still holds.
People will be more open to AI and robots now that they have seen the destructive power of human imperfections - leading them to discount AI imperfections.
It’s enough of a headline that Nvidia, the previously largest company in the world, lost more than a third of its market cap, valued in trillions of dollars, due to adoltry and desire, which are quite unique to humans.
The above will lead to a greater positive bias towards AI and robots taking on more responsibility for tasks. After all, they won’t fall victim to the very human flaws of adoltry or desire, because they are not human.
And while it is true that AI and robots have plenty of other unique weaknesses to them (that humans don’t have), no one will think this through hard enough, because of two reasons:
1:
It is much easier to be afraid of things that a human has done, because it is easier to relate to him and to people who were hurt by his actions.
2:
If we graduate from this crisis after focusing only on human weaknesses, we won’t need to consider what other non-human weaknesses we are exposed to. How can we achieve such separation and graduation? Simple - push the market up.
With the market up, there’s nothing to worry about anymore - no reason to think too much about anything really - since had there been such a reason, the market would go down. The only thing people would have remembered from all this is that we were hurt by human weaknesses, not AI weaknesses.
This is classical conditioning and smart money at its finest, pushing people closer to more investments in AI and robotics and towards less accountability.
By the way, with a renewed emphasis on why AI and robots are the way forward, there’s no need to hurt the people leading us to this future to begin with, like Jensen himself. So why fire him? We need him to reach that less-humanly-vulnerable future with AI and robots, right? So he must stay in his job and help push us forward!
And just like this - no accountability is needed really, and all you need is one simple thing - make the market go up.
Pretty good risk-to-reward ratio, no? Especially when big money is so available to buy the market and smart money is so unified in pushing markets up.
And so:
Yes - the market is headed up.
No - Jensen is not going anywhere.
Welcome to the real world.