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“The market is paying less for the same (or slightly improving) fundamental returns, which is directionally positive.”
@Convequity
Valuations (EV/IC) for the basket of hyperscalers have cooled and are now within the fair value range, while underlying fundamental returns (forward ROIC) are stable or slightly improving, suggesting an attractive entry point.
MSFTLONG@ $385.27
$472.91+22.75%
since call Jun 17
peak +22.7%
“SpaceX s strategy of monetizing underutilized or newly built infrastructure at attractive economics, while simultaneously advancing its longer-term ambitions in orbital AI compute.”
@Convequity
SpaceX has secured massive, multi-year contracts with major AI developers like Anthropic and Google, demonstrating strong demand for its data center capacity and a profitable strategy for its infrastructure.
SPACEXLONG@ $193.38
$109.51-43.37%
since call Jun 17
“The arrangement provides Anthropic with over 220,000 Nvidia GPUs... Google disclosed a separate agreement... securing access to around 110,000 Nvidia GPUs in SpaceX facilities.”
@Convequity
Major AI developers like Anthropic and Google are securing access to hundreds of thousands of Nvidia GPUs through significant contracts, indicating sustained high demand for Nvidia's hardware.
NVDALONG@ $201.36
$199.68-0.84%
since call Jun 17
peak +4.5%
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