Software engineer w/ a knack for #CleanCode; MCSD, MSIT; find my mental comforts in coding &📚 and physical stimuli in 🎾 & ⛷️
Florida
Joined May 2010
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Data centers aren’t political bomb centers. They create good paying jobs and boost local economy especially those places where used to be humming manufacturing hubs and now hollowed out. Democrats or republicans, as long as they have brains, won’t let a job growth opportunity gone wasted.
Read Meta Louisiana data center impact story businessinsider.com/meta-ai-……
I just bought some more data center related stocks ($AMD, $FPS, and $DELL) on garage sales today. Don’t let politics blindsight your investment decisions.
The idea that the US midterms will somehow derail the AI data center buildout strikes me as another deeply flawed narrative
A few reasons why:
1. These elections were about an unpopular, seemingly endless war in Iran, soaring energy prices, tariff chaos, ICE confrontations and the broader cost of living squeeze. Hardly a referendum on AI infrastructure
And here’s a useful reminder: Virginia, America’s largest data center market by far, is governed entirely by Democrats. Political affiliation is clearly not the determining factor
2. AI infrastructure investment has become one of the most important engines of US economic growth. We’re talking hundreds of billions in capital spending, construction jobs, manufacturing demand and substantial tax revenues
With elections behind us, the incentives change. Campaign rhetoric is cheap. Governing means delivering investment, jobs and revenues
3. Remember how capitalism works: capital is mobile, and jurisdictions compete for it
If Texas overplays its hand, another state will gladly take the investment. If enough US states make themselves unattractive, other countries will compete for it
The demand for compute doesn’t disappear because some politicians dislike the infrastructure required to supply it
4. A substantial pipeline of projects is already permitted, financed, contracted or under construction. These are multiyear commitments involving utilities, construction companies, equipment suppliers and customers
Changing the political landscape doesn’t magically unwind those commitments
5. There’s also a national strategic dimension. AI compute is increasingly critical infrastructure, and the US is competing with China for technological leadership
Ofc some projects will face delays, additional costs or tougher requirements around electricity, water and local infrastructure. Some probably deserve it. And some projects may relocate
But that’s a very different proposition from a nationwide collapse in AI infrastructure spending
Bottom line: The economic incentives, competitive dynamics and strategic imperatives behind this investment cycle are vastly more powerful than the political noise surrounding the midterms
Data centers will get built. Now that the elections showdown is over, time to get back to work and build
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Revenue grew 69% YoY, beats on earnings and revenue, and raised full year forecast. Stock down 11% from yesterday’s 14% speculative gain, I believe, mostly due to hyperactive day traders. It’s crazy not to be bullish on this electrical power player. finance.yahoo.com/technology…
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Another blockbuster quarter for $FPS. finance.yahoo.com/markets/st…
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Can’t believe traders are dumping $Dell finance.yahoo.com/technology…
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Let’s refresh memory on $FPS last quarter’s earnings and see how next Thursday’s Q1 earnings would stack up. Have been averaging it down for these past weeks and believe they would deliver another gangbuster quarter.
FPS was on unprecedented garage sale yesterday and I bought some more shares when it was down more than 9%. By looking at this Q4 report that just came out, it’s evident that AI infrastructure buildup isn’t slowing down but accelerating. finance.yahoo.com/markets/st…
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Steve Yang retweeted
The AI selloff is stupid.
Everyone is panicking because some state governors flipped blue. And those future governors talked tough on data centers. If data center development slows, the semis and memory companies make less money. So naturally, everyone panic sold.
But think about this logically. Do you really think these governors want to reduce jobs, taxes coming in, and investment in their communities? No. The tough talk was to get elected. In reality, they just want data centers to be fair… don’t increase electricity costs, don’t pollute the water, and don’t treat employees like shit. Any good Neocloud is already doing this and will comply with the asks. Any Neocloud or data center company with connected power already has very little risk as well through 2027.
Are democrats going to wipe out AI? Well…
- $NVDA increased 1000% under BIDEN
- The majority of data centers in America are in BLUE STATES
- if they slow AI development, then China will win the race and America will never recover. They have 401ks and their constituents do too, they don’t want to wipe everyone out.
Federally, little will change over the next two years unless 2/3 of the senate passes a bill. Anything less than that requires Trump to sign off and he will veto everything. The actual risk here is a prolonged government shutdown.
But as for AI companies, they are still crushing it and the fundamentals have not changed. Sure, there may be a little more regulation at the state level but the good DC companies like $NBIS $CIFR $APLD $IREN $CRWV $HUT $GLXY $WULF are already complying or will comply. Semis and memory won’t slow down for years.
This will be a blip on the radar and we will look back at November 5th, 2026 as one of the best times to buy cheap stocks during our version of the Industrial Revolution.
Sure, there will be volatility ahead. But I believe the future is bright and the market will come around. It literally only takes one headline for the entire sentiment and market trajectory to change course now.
They said, “ don’t catch a falling knife” but what about a “ falling gem”?
To my guts, $AMD is that falling gem since it reported earnings Tuesday. Cath it while you still can!
BREAKING $AMD Dr. Su New Interview on Yahoo🚨🚨🚨
~Very strong demand
~Companies are planning years ahead due to fast SI adoption like @Muse, 10M within 6 weeks
~We have a lot of resources to expand our supply to help our customers
~Tremendeous growth ahead
~Compute is very important today for companies to power all these applications
~"We are extremely ambitious" on raising guidance next few years with our customers. AMD wants to be the best partners.
~We see a lot of opportunities for continued acceleration of our business.
~Dr. Su think the market is too short term
~Compute is intelligence. More compute will accelerate more growth
~Long Term is 3-4-5 years and beyond. You have to decide now. AMD is investing for the long term.
~I see Super Intelligence becoming more important to businesses and our lives
Do you trust Dr. Su long term after she took the company from $2 to $1T+ Market Cap?
I am!
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It was crazy that $AMD even dropped after such a gangbuster earnings and forecast reports last night. Bought some more, thanks the short sellers.
Also bought some more $FPS, ridiculously cheap with 98% growth rate and $3b back orders reported last quarter. Data centers building might slow down due to Blue Waves last night, but the unions know they create good pay jobs and stimulate local economy where manufacturing has been hollowed out and wasteland are plentiful.
BREAKING $AMD Dr. Su Full New Interview on CNBC 🚀
~We are seeing much stronger demand for @AMD
~We are ramping up more compute for customers
~Intense demand for more compute
~Demand is much higher than supply
~ We guided a strong Q4
~ Our large customer Meta, OpenAI, Anthropic, MSFT , Oracle are expanding our racks (CPU GPU Racks)
~ We are expanding our supply chain
~ >100% growth data center next year
~ Demand for AMD chips accelerating . Customers are seeing the strength of our products.
~ We also see CPUs strong demand, as Agentic Workflow comes to the main stage like $META @Muse
~ We have a high confident for 2027 and most are under contract, we see more ramp as we go through 2027
~ Supply chain is complex, and we are pleased with our partners, we will grow more than 80% next year. We continue to align our customers with supply chain to deliver
~ We want everyone to win in SI. We need to win for America. Every local communities need to win.
~ CPUs customers are coming back to us that they need more and more performance, more efficient, more cost effective, and we have all of that vs others.
~ We start shipping Venice in November, and demand is high. You need a broad compute portfolio to service all the worldloads
~ We have very good visibility on our guidance as we work closely with our customers
~ We need to plan carefully and there will be place. We partner with most important Frontier Labs, Hyperscalers and Enterprises in the next 3-5 years. I'm very confident in the next 3-5 years. We must bring entire ecosystem together. I dont plan to change our TAM estimate. We have very intense demand for compute.
~ We are happy with our margin performance with 56% Q3. 2027, we feel very good on growth, operating leverage/margin, and lower operating expense, we will have margin expansion next year. We are confident next year.
Source & Credit: CNBC
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Steve Yang retweeted
Reposting this for no particular reason
Liz Cheney: “I say this to my Republican colleagues who are defending the indefensible. There will come a day when Donald Trump is gone, but your dishonor will remain.”
Steve Yang retweeted
America Has Spoken. And Trump Has Lost. Again.
Well, there we have it. Donald Trump, a man who has spent his entire life confusing noise with popularity, has once again discovered that shouting louder does not make you a winner.
This election was about him. His chaos. His corruption. His spectacular talent for taking a functioning country and treating it like a demolition project.
He has attacked American institutions, bullied America’s allies, undermined democracy, turned politics into a travelling circus and made the United States look increasingly like a country being governed from the comments section of a particularly unpleasant website.
And Americans have had enough.
They do not stand with Putin’s Russia. They stand with Ukraine. They do not want another disastrous war with Iran. They do not want cruelty, intimidation and masked men terrorising their streets. They do not want their president treating the Constitution like an irritating parking regulation.
They want their country back.
And here is the delicious part. Trump made this election a referendum on himself. His enormous ego demanded it. And the voters delivered their verdict.
You lost, Donald. Again.
Thank you, America. For remembering who you are. For standing up to the bullies. And, most importantly, for finally grabbing the steering wheel before the lunatic drove the entire bloody country into a ditch.
Steve Yang retweeted
Imagine if Elon's $500 million had been spent on education or healthcare. Or the arts. Anything.
Rumor: Elon Musk moving to Florida, the only rich deep red state left on this planet 😏
Me: Don’t come, Florida is in fact surrounded by two deep blue coasts , blue waves is just matter of time! 🤫
Steve Yang retweeted
AMD CEO Lisa Su’s dad on raising “Semiconductor Queen” : 2 principles from the Talmud.
Chun Hwai Su (C. H. Su) said his daughter was very bright and often bored in school, so he sought new parenting approaches.
The Talmud: C.H. Su worked as a statistician in the New York City government after arriving in America, and began studying the Jewish religious text because top colleagues were often Jewish.
Lesson 1: “One whose deeds exceed his wisdom, his wisdom will endure.” Real learning means applying knowledge. People see what you do, not what you know.
Lesson 2: Avoid limits and teach kids to outperform themselves: Avoid overprotecting. Encourage kids to surpass their own abilities rather than just competing with others.
Examples:
-Lisa loved taking toys apart and didn’t always know how to put them back together. Instead of scolding her, C.H. bought better toys so she could keep exploring how things worked.
- When she was ahead and bored in class, he encouraged her to help classmates. The shy girl became more outgoing and was elected student council president.
“If Lisa had been educated in Taiwan, in a Taiwanese environment, she wouldn’t be where she is today.” – C. H. Su.
(Post is based on this newspaper article, which is based on a 2016 magazine interview) ctee.com.tw/news/20261024700…
Steve Yang retweeted
Something is happening to the US that is slow, systematic and deadly. Trump is dismantling our country, and it’s deliberate, calculated and surgical.
1: trump killed NATO partnership, our strongest defense alliance against Russia and China
2: trump’s HHS Secretary is killing our public health infrastructure, creating a more sicker and vulnerable America with communicative diseases
3: over at the pentagon trump’s frat boy Petey is firing our most qualified generals, depleting our best military hardware rapidly, in a stupid war to make our military a third world level armed forces
4: trump’s DOGE deliberately hollowed out our government from essential experts, to zap its functioning capabilities
5: trump killed USAID, and we lost our goodwill around the world and became isolated pariah
6: trump ICE became his brown shirts, killing and abusing Americans to obey
7: trump’s weirdo FBI director is charging everyone and anyone to silence Americans
8: trump DOJ is robbing the treasury to the tune of $1.8 billion dollars, to create an army of bribed foot soldiers to protect their dismantling of the country during midterm elections
9: trump’s interior secretary is dismantling our national parks
10: trump’s economic team of Bassett and lutnick is crashing the economy, creating a population of economically disadvantaged
11: trump’s Epstein files are now officially been shelved to protect trump the destroyer
12: trump let his oligarch enabler Peter Thiel to confiscate all our private data, including social security, tax, health and court and business records
13: finally and most importantly, trump and his family and his oligarch enablers are looting our treasury, and stuffing our tax dollars into their pockets.
Now tell me, you don’t think trump is a foreign agent, disguised as the president of the U.S, installed to destroy the US? Could it be that fuck Putin, specially after lifting all sanctions against Russia? Or, the other fuck Elon, the asshole AIPAC Netanyahu, the anti Christ fuck Theil owning trump’s ass? Trump is no longer doing the duties of the president, but having out loud fantasies about men in his circus rallies, shit posting all day, all night, and golfing in the weekend. Drag this enemy of America out of the White House. That foreign escort “Epstien hooker” Melania too.
I’m non party affiliated but just voted all Democrats in my mail-in ballot. Didn’t need to do much research this time as I usually did.This kind of shits that Trump has been discharging for years smell so bad that I just can’t hold my nose any longer! 🤮
And it was not Trump himself, as we all know he has been a shitty fella all along since when? It was the people who enabled him. Vote those cowards and ass-kissing Republicans out by voting all blues 😡
This “$5,000” thing is fooling no one. But it has made one thing clear: Republican desperation at the 1-month-out mark.
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Steve Yang retweeted
For 32 years, American workers had a simple deal: work harder, get paid more. From 1947 to 1979, productivity rose 119% and compensation rose 100%. Then the deal broke, from 1979 to 2009, productivity climbed another 80%, but compensation grew just 8% and wages only 7%. Same workers, more output, almost no raise.
So where did the gains go? To the people who owned the machines, the capital, the equity, not the people running them. I spent 25 years in enterprise, including at Google, and watched this play out in real time. Every efficiency gain, every new system, the value flowed up to shareholders.
Now AI is arriving, the biggest productivity leap since electricity, maybe bigger. If an 80% productivity gain gave workers just 8%, what happens when AI doubles output again? The lesson is brutal but simple. Productivity doesn't make you rich, ownership does. Your salary is tied to your time, capital is tied to growth.
So don't just use AI to work faster, use it to own something: a stake, a product, a portfolio, a piece of the upside. The gap on this chart won't close by itself, it will widen. Pick your side.
I already have 2 out of these 3 in my portfolio. Have faith, be patient, and disciplined. Day trading isn’t my forte. finance.yahoo.com/markets/st…
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Steve Yang retweeted
Trump blamed Zelenskyy for the rise in diesel prices. In reality, Russian diesel accounts for less than 10% of the market, and the blame for the price hike lies with Trump’s senseless war in Iran.
However, another aspect is more interesting: Trump is not calling on Putin to end the war; instead, he is effectively pressuring Ukraine to surrender.
To be absolutely clear: the president of the country that signed the Budapest Memorandum—and effectively stripped Ukraine of its nuclear weapons—is now accusing Ukraine of daring not to surrender to the aggressor.
t.me/MirovichMedia/15501
