Oil calls moving toward $100 — supply tightness or demand optimism? Worth watching energy names if this holds.
SoftBank looking at another $10–20B bond raise to back OpenAI. Aggressive move, but fits the AI infrastructure theme we've been constructive on.
Goldman pushing AI capex peak out to 2028. If they're right, the hyperscalers, datacenter REITs, and semiconductor plays still have runway. Quality names in this space remain interesting on pullbacks.
Stay patient. React to what's real, don't chase predictions.
SoftBank looking at another $10–20B bond raise to back OpenAI. Aggressive move, but fits the AI infrastructure theme we've been constructive on.
Goldman pushing AI capex peak out to 2028. If they're right, the hyperscalers, datacenter REITs, and semiconductor plays still have runway. Quality names in this space remain interesting on pullbacks.
Stay patient. React to what's real, don't chase predictions.