AI stock alpha dump 🧵
$SPCX locked $400B debt facility to scoop $NVDA GPUs. Jensen: "told you demand isn't the problem"
New cloud names getting wrecked. $CRWV down 70% from ATH, sitting at $53. Elon piling on, calling for 200+ cloud providers to blow up
Super earnings + Fed week incoming:
Tues: $V $PYPL $HOOD $STX $GLW $SOFI
Wed: $MSFT $GOOGL $SKHY $NOW $KLAC + FOMC decision
Thurs: $AMZN $INTC $COIN $MSTR $RDDT $SBUX $SNDK $TWLO $LLY $MA $MRK
Bottleneck shifting downstream. Nvidia locking capacity with 6 new partners for advanced packaging, substrates, testing, optical engines: $AMKR $4062.T $2449.TW $009150.KS $ASX $3037.TW
Watch the supply chain, not just the headline names
$SPCX locked $400B debt facility to scoop $NVDA GPUs. Jensen: "told you demand isn't the problem"
New cloud names getting wrecked. $CRWV down 70% from ATH, sitting at $53. Elon piling on, calling for 200+ cloud providers to blow up
Super earnings + Fed week incoming:
Tues: $V $PYPL $HOOD $STX $GLW $SOFI
Wed: $MSFT $GOOGL $SKHY $NOW $KLAC + FOMC decision
Thurs: $AMZN $INTC $COIN $MSTR $RDDT $SBUX $SNDK $TWLO $LLY $MA $MRK
Bottleneck shifting downstream. Nvidia locking capacity with 6 new partners for advanced packaging, substrates, testing, optical engines: $AMKR $4062.T $2449.TW $009150.KS $ASX $3037.TW
Watch the supply chain, not just the headline names