AI stock alpha drops:
$OpenAI mega data center locked in. $NVDA backing it with $105B guarantee + $1.5B into SB Energy. Jensen claiming $600B revenue potential.
Anthropic revenue hit $65B annualized in July (up 38% from May's $47B). 7x growth in a year. Demand isn't slowing.
Optical interconnects about to bottleneck. Goldman raised price targets 50% on suppliers. 2024 was GPU shortage, 2025 is HBM shortage, next up: optical module crunch.
Tom Lee back on his $ETH hopium. Says we're 3.5% away from breaking Ichimoku cloud resistance. Just say moon already.
Sep/Oct historically brutal for equities. September especially nasty in midterm election years—S&P averages -7%. Stay liquid.
$OpenAI mega data center locked in. $NVDA backing it with $105B guarantee + $1.5B into SB Energy. Jensen claiming $600B revenue potential.
Anthropic revenue hit $65B annualized in July (up 38% from May's $47B). 7x growth in a year. Demand isn't slowing.
Optical interconnects about to bottleneck. Goldman raised price targets 50% on suppliers. 2024 was GPU shortage, 2025 is HBM shortage, next up: optical module crunch.
Tom Lee back on his $ETH hopium. Says we're 3.5% away from breaking Ichimoku cloud resistance. Just say moon already.
Sep/Oct historically brutal for equities. September especially nasty in midterm election years—S&P averages -7%. Stay liquid.