looks like still a bull charging!
This week’s key earnings, here.and Mag 7: $SpaceX(SPCX.US) $Tesla(TSLA.US) $Meta Platforms(META.US)take turns on stage! Since June, cloud providers have deployed open-source and in-house mid-sized models, lifting...
good 😊
Anthropic is reportedly close to a second $45 billion compute deal with the same data center company, which would put its total with Nscale near $90 billion
Bloomberg reports the $NVIDIA(NVDA.US) backed AI cloud firm is in talks to sell Anthropic about $45B of computing power for a second building at its Monarch campus in West Virginia. A deal could come as soon as the coming daysIt would land less than two months after the first one. On Aug 25, Anthropic signed agreements with Nscale worth up to about $44.6B for the first Monarch building, roughly 460 MW of $NVIDIA(NVDA.US) Vera Rubin systems over six years, per Nscale's IPO filingThe second building is also said to deliver 460 MW of computeThat would make Anthropic a bigger Nscale customer than $Microsoft(MSFT.US), which has signed up for as much as $43.8B through 2033. Both $Microsoft(MSFT.US) and $Alphabet(GOOGL.US) looked at the first Monarch building before it went to Anthropic, per SemaforAnthropic has also lined up about $50B with Fluidstack and $45B with $SpaceX(SPCX.US) for compute in recent months, per SemaforThe catch is in the fine print. Nscale's filing says it hasn't secured binding financing for the Anthropic buildout yet, and missed delivery dates let Anthropic walk away from a trancheAnthropic is buying compute like a hyperscaler before it's even public. Every one of these deals ends up as $NVIDIA(NVDA.US) racks, but stacking another $45B on a neocloud that hasn't financed the first building yet is exactly the kind of AI circularity that has credit markets pricing record default risk across the tradeSource: StockMarket.News
I think of accumulate more CLR as in it's lower in one year. Rates go up and down , is a good time to buy more. This is my personal opinion. Thanks 👍
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
it's good for the board lot cut and also some price adjustment for the past few days. So small retail investors can start to accumulate some bank share but the book value is still too high . Buy the dip and DCA is my own opinion .
On Monday SGX cut the board lot on DBS, OCBC and UOB to 10 shares — one lot of DBS fell from S$7,721 to S$772. By Thursday the same three banks were more than 60% of all short selling on the market, and members had taken both halves apart.
Is true too high book value the lowest is UOB at abt 1.26. Hope to buy in the dip and wait for This 3 Gaints to recover. All the best to everyone 🙂
OCBC is down about 10% in two days after Citi's sell call, and DBS and UOB are sliding with it. Rates aren't helping: the US 10-year just touched 5.35%. Let's dig in 👇💬 Buying the bank dip in 10-share...
my personal point of view is there is still room for AI to grow and just invest constantly and build a solid portfolio. I am more depend on STI for regular income . Just do it and be patient and consistent.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
I will DCA for NVDA. good stock
No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...
After a hawish Fed chairman onboard I am positive on the three big banks in Singapore. DBS OCBC and UOB . if the rates is going to go up once in 2026 is a good time for these 3 banks but not so good for S REITs. Let see how it goes?
Trump pastes!
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earn my points for my APPL cup.
