Notes on the Noise @NotesontheNoise
Markets, life and other things I pretend to understand. notesonthenoise.base.eth substack.com/@notesonthenoi… New Zealand Joined April 2018-
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Another mind blowing interview with Jensen. No one is bullish enough on AI. The buildout is just getting started. $NVDA $VRT $ALAB $CRDO
Another mind blowing interview with Jensen. No one is bullish enough on AI. The buildout is just getting started. $NVDA $VRT $ALAB $CRDO
I asked @GeminiApp to estimate token generation since January 2024 Turns out it may be exponential 🧐 Invest in the infrastructure $NVDA $VRT $ORCL $ALAB etc…
Assuming the second half of the year keeps pace with the first half, more than 10 GW of data center capacity will go under construction this year. $NVDA $AMZN $MSFT $GOOG $ORCL $META
Assuming the second half of the year keeps pace with the first half, more than 10 GW of data center capacity will go under construction this year. $NVDA $AMZN $MSFT $GOOG $ORCL $META
$NVDA broke out yesterday. $VRT followed today Here’s what you need to know 👇
$NVDA broke out yesterday. $VRT followed today Here’s what you need to know 👇 https://t.co/u2GsruDUQi
With the moves from $FLNC $EOSE and $TSLA it’s only a matter of time before solar joins $FSLR
The funniest bearish AI take is that spending all your free cash flow is a bad thing. Big tech has the freedom to spend FCF to invest and grow in the future. Paying dividends or buying back stock will earn no return on that cash. $MSFT $GOOGL $META $AMZN $ORCL
The trade is AI infrastructure: Batteries $EOSE +8% $FLNC +22% $TSLA + 4% AI memory $MU +8% AI power/cooling $VRT +7% And of course the king $NVDA broke out yesterday
Here’s the investment thesis (linked 👇) to go with the chart $FLNC
Here’s the investment thesis (linked 👇) to go with the chart $FLNC https://t.co/nfyVCoHy0d
What a day +22% currently. Congrats $FLNC holders
First $NVDA Now $VRT AI infrastructure is set for another run
First $NVDA Now $VRT AI infrastructure is set for another run https://t.co/Iz5aHhOYjc
$MU up 8% on this (I assume)
Surely it’s only a matter of time before the market recognises $MARA as another #Bitcoin miner to AI pivot. It’s underway but the price hasn’t reacted yet
I agree with the sentiment here and must admit I’m surprised by the perceived waste of precious compute. However, maybe monetising this provides funds to pursue everything else. Maybe I’m just being overly “glass half full”. It’s a strange development.
I agree with the sentiment here and must admit I’m surprised by the perceived waste of precious compute. However, maybe monetising this provides funds to pursue everything else. Maybe I’m just being overly “glass half full”. It’s a strange development.
Are people really still thinking a government shutdown is bearish? This is political theatre that will be resolved. Buy the dip if we could be so lucky #governmentshutdown2025
251001_Raising AI Infrastructure Forecasts – CITI 1. We are now entering a period where the pace of AI investment and implementation is accelerating. 2. We did not expect that within such a short span of just two weeks, AI investments, partnerships, and product…
The “AI is not a bubble” supercycle requires lots of people calling for the AI bubble. Few. $NVDA all time highs is just the start. $CRWV breakout. What’s next?
It's almost as if there is still overwhelming demand for AI compute
It's almost as if there is still overwhelming demand for AI compute https://t.co/QzKIOZKGxe
All roads lead to more compute
Tried to catch this breakout in $SMR as a momentum play after following $OKLO. It failed. I sold for a loss. We move on
Tried to catch this breakout in $SMR as a momentum play after following $OKLO. It failed. I sold for a loss. We move on
CoreWeave $CRWV has signed a $14.2 billion computing deal with Meta $META where it will provide the social media giant with access to Nvidia's $NVDA latest GB300 GPUs.
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