“maybe there this idea that they can recoup tons of their CapEx spend because they have all this compute and it's really valuable and they can sell it... makes Meta's fundamentals on top of their alrea”
Meta is aggressively clawing back its massive capital expenditures by pivoting to sell off its excess AI compute.
“it is a hammer to the other neoclouds, like Nebius of the world... if meta was to go from a massive purchaser... and start selling... That's a big swing for some of these Neo Clouds.”
Meta transforming into a direct seller of server access suffocates the core revenue pipeline for alternative cloud providers like Nebius.
“Micron is also down 11%... Apple is trying to buy memory from China. It's maybe going to get approved. CXMT, They're going to IPO soon. There's a lot of competition in this space.”
Apple is gutting Micron's pricing power by pivoting its memory supply chain to Chinese manufacturers like CXMT.
“there is one example of it working. Okay. And it's hyper liquid and hyper liquid said equity is the token. We, if you want to invest in hyper liquid, buy the fucking token.”
Hyperliquid gives zero cares about competitor news, dominating the untapped equity futures market and setting its market cap up for a massive upward re-rating.
“Reddit, monster day. It's almost like data is valuable. Reddit's up 14%.”
Investors are aggressively bidding up Reddit as Wall Street finally grasps the unmatched monetization power of its proprietary data vault.
“yeah these corporations care way more about leaking IP to open an anthropic than they let it on which is super valid... that's a reasonable the data leaking is a reasonable bull case for me to be i i ”
Enterprises are terrified of leaking proprietary IP to open AI labs, making Palantir's secure application layer the ultimate moat to capture corporate demand.
“Oil, $68 crude. It is officially the lowest oil has been since the gap... Brent oil is also down 2.4%, $71 lowest it's been in a month. It looks terrible. It really looks terrible.”
Crude oil is collapsing through critical technical support to hit multi-month lows making the USO futures tracker the perfect vehicle to short the breakdown.
“Token equity splits are fundamentally flawed... Equity holders with a bunch of the token does not align incentives... It's just an excuse to get liquid and sell.”
Venice investors are actively incentivized to dump their tokens to extract cash, breaking the system's foundation and crushing the asset's price.