Alex @AnalysisOp
M. Eng. Electronic ⚡ 〰️ Financial data & analysis. Value investing. Growth? at a reasonable price. Jokes (some) are allowed 🦔 🧔🏻 EU Joined February 2023-
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Summary: "nothing stops this train" Quality of life for middle and working class 📉📉 (continuing the trend since 2021) Hard/scarce assets owners 🏆
Summary: "nothing stops this train" Quality of life for middle and working class 📉📉 (continuing the trend since 2021) Hard/scarce assets owners 🏆
Real impact of AI in a company of the size of Booking Holdings $BKNG 🧐 Customer service cots per transaction 📉📉 while overall bookings are 📈
Real impact of AI in a company of the size of Booking Holdings $BKNG 🧐 Customer service cots per transaction 📉📉 while overall bookings are 📈
A bit exaggeration because it's a complex matter with several factors affecting, but rather right as the last impulse for the justification to lower interest rates 🤔 AI boom ===> increase in unemployment ===> lower rates ===> more inflation ===> hard assets owners wins
Zuck is all-in for Cloud computing 👀 Rest of Big Tech is not going to lose the race, so expect HUGE increases in investing in AI-related things: data centers, AI cards manufacturing (/ ASICS ?), power plants, infrastructure......
Zuck is all-in for Cloud computing 👀 Rest of Big Tech is not going to lose the race, so expect HUGE increases in investing in AI-related things: data centers, AI cards manufacturing (/ ASICS ?), power plants, infrastructure......
If you follow me guys, you know the issues with POWER and GRID, so I want to highlight a pair of points: - AI and GPU services are moving from 1/3 to nearly half of all new cloud demand - Some workloads shift to $GOOGL TPUs because of 20-40% cheaper rates
If you follow me guys, you know the issues with POWER and GRID, so I want to highlight a pair of points: - AI and GPU services are moving from 1/3 to nearly half of all new cloud demand - Some workloads shift to $GOOGL TPUs because of 20-40% cheaper rates
5GW of data center power to be built in Pecos County -> Permian access. It’s just the start, as companies finally figure out the future of data centers is in West Texas. -> $LB $TPL
5GW of data center power to be built in Pecos County -> Permian access. It’s just the start, as companies finally figure out the future of data centers is in West Texas. -> $LB $TPL https://t.co/Zq11jm2yRB
Yep, a 5GW AI data center..... OFF-GRID, powered by #natgas 🔥 As comic note, the company, 'Pacifico Energy', says it will have too battery storage 😂😂 (ok guys) It will be located in West Texas 🤠 Permian winning again 🫡
World Gold Council launches digital gold initiative with Linklaters, Hilltop Walk reuters.com/business/world…
Weekly #natgas Storage Report (for week ending August 29, 2025) +55 bcf On consensus, and not bad given the ultra mega bearish weather (and still NOT a record week of the past 5Y !!)
Powergen 💘 #natgas
7/ Margins $GOOGL margins are stellar, despite their massive scale. 37% EBITDA Margin 33% Operating Margin 31% Net Margin
Advance Electronics Manufacturing (< 2nm scale) TSMC 🇹🇼 ⚔️ Samsung 🇰🇷
Advance Electronics Manufacturing (< 2nm scale) TSMC 🇹🇼 ⚔️ Samsung 🇰🇷
Anthropic's revenue run rate has risen 5x since the start of the year, from ~$1 billion to more than $5 billion in August. $MSFT $AMZN $GOOG $NVDA
That's why I've been saying since the beginning that the AI race in US, in the extreme scenario, only would be possible with AI data center hubs powered by LOCAL #natgas-fired power plants No more reliable available/quick construction power sources, and no enough grid
That's why I've been saying since the beginning that the AI race in US, in the extreme scenario, only would be possible with AI data center hubs powered by LOCAL #natgas-fired power plants No more reliable available/quick construction power sources, and no enough grid
GOOGLE WILL NOT HAVE TO SELL OFF CHROME, JUDGE IN ONLINE SEARCH MONOPOLY CASE RULES GOOGLE WILL NOT HAVE TO SELL OFF ANDROID OPERATING SYSTEM, JUDGE RULES GOOGLE NOT REQUIRED TO CEASE PAYMENTS TO APPLE, OTHERS FOR PRELOADING GOOGLE PRODUCTS, JUDGE RULES
GOOGLE $GOOGL MUST SHARE INFORMATION WITH COMPETITORS TO REMEDY ONLINE SEARCH MONOPOLY GOOGLE WILL NOT HAVE TO SELL OFF CHROME
- Good investing thesis for $FIX Comfort Systems USA - A promising (still FAR) investing thesis for $LB LandBridge Company If things go as $NVDA Nvidia forecasts, expect greater increases in AI data center construction
- Good investing thesis for $FIX Comfort Systems USA - A promising (still FAR) investing thesis for $LB LandBridge Company If things go as $NVDA Nvidia forecasts, expect greater increases in AI data center construction
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