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in postLONG
“The five hyperscalers will spend about $741B this year, +~75% from 2025.”
@RJCcapital
Hyperscaler capex of $741B in 2026 (+75% YoY) sustains relentless GPU demand, keeping NVDA revenues and the chip cycle elevated
NVDALONG@ $196.39
$199.72+1.70%
since call Jun 26
peak +11.1%
in postLONG
“Goldman sees data centers driving almost half of US power demand growth through 2030, with retail electricity up ~6% a year in 2026 and 2027”
@RJCcapital
AI data centers are consuming power faster than the grid can supply it; Bloom Energy's on-site fuel cells plug the gap, with $5B+ in signed datacenter deals and grid headroom turning negative by 2027
BELONG@ $245.88
$204.73-16.74%
since call Jun 26
in postLONG
“WSJ is calling the AI build-out the third wave of inflation, after tariffs and fuel.”
@RJCcapital
AI capex is driving a memory supercycle: DRAM prices up 98% in Q1 2026 with another 58-63% jump forecasted, and Micron's HBM supply for 2026 is already entirely sold out
MULONG@ $1,151.83
$814.51-29.29%
since call Jun 26
TIMESTAMPS
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