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“we had the largest secondary with Google doing 35 billion or whatever it was in the secondary... I contend that the companies that know, you know, the people who know it best are actually selling, not”
@Wealthion
Google insiders just dumped $35 billion in a massive secondary offering, signaling the smart money knows the AI infrastructure buildout is a bubble.
GOOGLSHORT@ $319.74
EXIT$326.56-2.13%
since call Jul 24
flipped Jul 27 · held 3d · record frozen at -2.13%
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“I think there's such better things to buy than the Mag 7. Um, I I happen to believe that the more transformational a technology is, the more likely it's going to be a bubble, the more likely we're goi”
@Wealthion
Tech giants are overbuilding AI infrastructure, so dump companies blowing a record $200 billion on data centers that will soon face massive overcapacity.
AMZNSHORT@ $232.11
EXIT$231.39+0.31%
since call Jul 24
peak +1.3%
flipped Jul 27 · held 3d · record frozen at +0.31%
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“I definitely know the one thing I don't want to do is buy the companies that the Mag7s that have been, you know, building and building and building these AI data centers. And the other thing is I happ”
@Wealthion
Meta is burning up to $145 billion to build AI data centers that will trigger a massive overcapacity glut and crush the stock.
METASHORT@ $604.21
$565.19+6.46%
since call Jul 24
peak +11.1%
“I definitely know the one thing I don't want to do is buy the companies that the Mag7s that have been, you know, building and building and building these AI data centers. And the other thing is I happ”
@Wealthion
Microsoft is dumping over $120 billion into AI data centers, creating a massive overcapacity bubble that guarantees terrible returns for the builders.
MSFTSHORT@ $381.70
EXIT$389.10-1.94%
since call Jul 24
flipped Jul 27 · held 3d · record frozen at -1.94%
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