Sterling Capital
@jay_21_
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Banks getting out of Twitter debt feels like a credit top This is par?
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But but Deepseek!
Bumps in the Road - Alphabet / Google $GOOGL Earnings Recap Revenue miss and they need an incremental ~$20B in capex next year relative to estimates, plan to spend $75B vs $58B est. Shares -7% in response.
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I legit looked at my calendar to see if it was April 1st today Wtf is going on
BREAKING: The Dallas Mavericks are trading Luka Doncic, Maxi Kleber and Markieff Morris to the Los Angeles Lakers for Anthony Davis, Max Christie and a 2029 first-round pick, sources tell @ShamsCharania. Three-team deal that includes Utah.
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Its hard for him to not say this when they probably have $10s of billion of committed projects that they cant easily walk away from But looks like enough to get some equities up
ZUCKERBERG ON 'DEEPSEEK' CAPEX IMPACT "It's probably too early to have a strong opinion on what this means for CapEx. We still believe heavy CapEx will be a long-term strategic advantage. Maybe we’ll learn otherwise at some point, but it’s way too early to make that call."
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I thought this was obvious I think the question is what kind of infra / spend is needed to build leading edge? Im not sold that OpenAI etc are going to moderate their spend anytime soon
*SACKS: EVIDENCE THAT DEEPSEEK DISTILLED KNOWLEDGE FROM OPENAI evidence that china also reverse engineered every other thing in the world, ever
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This Scale AI letter to Trump is really interesting Framing AI as a war between China and US is probably very effective to policymakers (specifically Trump) And despite Deepseek, he calls for more energy investment
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@stressed_assets Might be more problematic with folks without leases But I think someone like $HUT is so far along that I dont think ppl abandon these projects given how far along they are
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@stressed_assets Yeah - anything AI related really Its just a guess that I think ppl are going to pump that you still need a lot of compute power to do everything the hyperscalers are talking about I dont think we are going to about face in such a short timeframe
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