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“the Amazons, the Microsofts, the Googles, etc. They went from being companies with massive extra free cash flow... funneling it heavily into capital expenditures... it's pretty clear that these big co”
@Wealthion
Google is halting its massive share buybacks to funnel $205 billion into AI data centers, sacrificing short-term stock bumps to secure long-term dominance.
GOOGLLONG@ $326.56
EXIT$336.71+3.11%
since call Jul 27
peak +4.5%
flipped Jul 29 · held 2d · record frozen at +3.11%
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“the Amazons, the Microsofts, the Googles, etc. They went from being companies with massive extra free cash flow... funneling it heavily into capital expenditures... it's pretty clear that these big co”
@Wealthion
Amazon is funneling its massive free cash flow into a $200 billion AI data center buildout that will ultimately generate massive profits.
AMZNLONG@ $231.39
EXIT$226.65-2.05%
since call Jul 27
flipped Jul 29 · held 2d · record frozen at -2.05%
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“the Amazons, the Microsofts, the Googles, etc. They went from being companies with massive extra free cash flow... funneling it heavily into capital expenditures... it's pretty clear that these big co”
@Wealthion
Microsoft is funneling cash into data centers and debt to dominate AI, a calculated bet already driving a $37 billion revenue run rate.
MSFTLONG@ $389.10
EXIT$390.54+0.37%
since call Jul 27
peak +2.7%
flipped Jul 29 · held 2d · record frozen at +0.37%
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“right now, on energy front, it's on the back of natural gas because even though things like nuclear and fusion are maybe the future, they take time... natural gas in the US is abundant and probably go”
@Wealthion
Abundant US natural gas will fuel the immediate AI data center buildout as demand rockets to 6.1 Bcf/d by 2030 before nuclear power comes online.
UNGLONG@ $9.92
$9.92+0.05%
since call Jul 27
“Do you see power... as an investment opportunity adjacent to AI? I think it's an opportunity adjacent to AI. I mean, there's always going to In my opinion, it's kind of always going to be power. It's ”
@Wealthion
Governments view AI dominance as national security and will force power solutions, making utilities a prime buy as data centers add 125 GW of load by 2030.
XLULONG@ $45.24
$44.86-0.84%
since call Jul 27
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