I started this rabbit hole looking at GPUs. Somehow I ended up researching zinc refineries. Welcome back to ADZ5150. 😂🐅 Everyone knows the AI arms race. NVIDIA GPUs. Hyperscaler capex. Gigawatt data centres. Power shortages. Memory. Cooling. But something caught my attention. In March, NVIDIA announced a US$2 billion investment in Lumentum. On the exact same day, it announced another US$2 billion investment in Coherent. US$4 BILLION. Not into another AI model. Not another GPU company. Into companies that make lasers and optical technology. And both agreements went beyond investments. They included multibillion-dollar purchase commitments and future access to manufacturing capacity. That made me ask the obvious GAZADZ question: 🐇 WHY DOES THE WORLD’S MOST IMPORTANT AI CHIP COMPANY CARE SO M
Adz5150
Small retail investor. Big curiosity. Stocks, AI & semis. Full-time Tiger Trade tragic 🐯🚀
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💡🤖 NVIDIA SPENT $4 BILLION SECURING AI OPTICS. I WANTED TO KNOW WHY
💡🤖 NVIDIA SPENT $4 BILLION SECURING AI OPTICS. I WANTED TO KNOW WHY
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@Adz5150:💳🤖 AI’S NEXT BOTTLENECK ISN’T CHIPS. IT’S CREDIT.
💳🤖 AI’S NEXT BOTTLENECK ISN’T CHIPS. IT’S CREDIT.
Everyone is watching CoreWeave’s debt. 👀 I’m watching what Wall Street is building behind it. For most of the AI boom, investors have been trained to look for scarcity. 🔥 GPUs ⚡ Power 🏗️ Data centres 🧠 Models 🌐 Networking But after going down another rabbit hole, I think a different bottleneck is beginning to emerge. 💰 CAPITAL. AI infrastructure is becoming so expensive that the next phase of the boom may not simply be about who can build the most compute. It may increasingly be about: Who can finance it? Who can structure the risk? And perhaps most importantly… Who gets paid to make all this debt investable? ⸻ 🚨 THE WARNING SHOT: COREWEAVE CoreWeave has become one of the clearest examples of what happens when enormous AI demand collides with enormous capital requirements. Reuters reported
💳🤖 AI’S NEXT BOTTLENECK ISN’T CHIPS. IT’S CREDIT.
Thank you so much @TigerStars been a bit quiet this month otherwise but I’ve got some new stuff cooking. Just need a few more events to happen in the latest stock moves and I’ll have some content incoming :)
💰 THE RATE ISN’T THE REGIME: How I’d Invest $10,000 If “Higher for Longer” Sticks
Everyone is asking the same question: What should I buy if interest rates stay higher for longer? Banks? Cash? Gold? Dividend stocks? I think that starts with the wrong question. If I had $10,000 to invest today, I wouldn’t build my portfolio around high interest rates. I’d build it around WHY interest rates stay high. Because “higher for longer” sounds like one economic environment. It isn’t. Rates can stay high because economic growth remains stronger than expected. They can stay high because inflation refuses to die. They can stay high because an energy shock pushes prices higher. And long-term bond yields can stay elevated because investors demand more compensation for inflation, fiscal risk, duration and an enormous supply of new debt. Same headline. Different causes. Different winner
💰 THE RATE ISN’T THE REGIME: How I’d Invest $10,000 If “Higher for Longer” Sticks
🚀 STABLECOINS WERE SUPPOSED TO BYPASS VISA. WHAT IF THEY RUN THROUGH IT?
For years, one of the simplest stablecoin theses has been: Money moves onchain → traditional payment rails become less important → Visa and Mastercard get disrupted. Makes sense. But something happened this week that made me question whether we’ve got the second half of that equation wrong. On September 22, SoFi announced it was moving its entire debit and credit card program onto stablecoin settlement using SoFiUSD. Expected annualised volume? More than US$25 billion. But here’s the interesting part. It isn’t bypassing Mastercard. It’s settling through Mastercard’s global payments network. That sent me down a rabbit hole. And I think there might be a much bigger story developing underneath the stablecoin boom. 💳 THE DISRUPTORS ARE MEETING THE TOLL ROADS Stablecoins solve some genuine prob
🚀 STABLECOINS WERE SUPPOSED TO BYPASS VISA. WHAT IF THEY RUN THROUGH IT?
Replying to @Adz5150: @WallStreet_Tiger @TigerEvents @TigerStars @TigerObserver 🤷♂️ 🤪//@Adz5150:🌕 Different markets. Different time zones. Same moon. My Mid-Autumn Tiger imagined as one global community, connecting markets, cities and ideas around the world. 🐯🌏 And of course, I couldn’t resist hiding a few Tiger Community Easter eggs in there… 👀😂 How many can you find? 🏮🌕🐯
🌕 Different markets. Different time zones. Same moon. My Mid-Autumn Tiger imagined as one global community, connecting markets, cities and ideas around the world. 🐯🌏 And of course, I couldn’t resist hiding a few Tiger Community Easter eggs in there… 👀😂 How many can you find? 🏮🌕🐯
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@Adz5150:AI’S NEXT REQUIREMENT: BRING YOUR OWN GRID ⚡🤖
⚡🤖 AI ESCAPED THE GRID. NOW IT’S STUCK IN ANOTHER QUEUE.
The market thinks AI has a power problem. I think that’s becoming outdated. AI increasingly has a bottleneck migration problem. When the grid became too slow, hyperscalers started looking behind the meter. Problem solved? Not quite. 😅 Because building your own electricity means you suddenly need: ⚙️ TURBINES 🔋 GENERATORS 🔥 GAS 🛢️ PIPELINES ⚡ TRANSFORMERS 🔌 SWITCHGEAR 🔋 BATTERIES ❄️ COOLING 💰 FINANCING 📋 PERMITS 👷 LABOUR And something fascinating is beginning to happen. 🚨 EVERY TIME AI ESCAPES ONE BOTTLENECK, IT RUNS STRAIGHT INTO THE NEXT ONE. 📸 ⚡🏗️ THE FIRST ESCAPE: BUILD YOUR OWN POWER For years, the data-centre model was relatively straightforward: UTILITY GRID → DATA CENTRE → COMPUTE AI broke that model. Independent research from Cleanview estimates Amazon has 44 GW of US data-ce
⚡🤖 AI ESCAPED THE GRID. NOW IT’S STUCK IN ANOTHER QUEUE.
AI’S NEXT REQUIREMENT: BRING YOUR OWN GRID ⚡🤖
Wall Street spent the first phase of the AI boom asking one question: Who can make enough GPUs? Then the bottleneck moved. The chips needed data centres. The data centres needed electricity. The electricity needed generation, transformers, switchgear, substations, cooling and grid connections. Now I think we may be entering another phase. Governments and electricity regulators are increasingly asking: If AI creates the infrastructure problem, who should pay to solve it? And the emerging answer may be: AI itself. That sounds like a regulatory story. I think it could become an industrial investment story. Because if hyperscalers increasingly have to fund the physical infrastructure required to support their own electricity demand, then the AI capex boom may spread much further beyond semicon
AI’S NEXT REQUIREMENT: BRING YOUR OWN GRID ⚡🤖
$Bloom Energy Corp(BE)$ this is so Hard to watch my gosh. 🤦♂️
@Papa Bear Great take mate.
@Papa Bear:$ASTS 20261002 50.0 PUT$ Limit order filled to sell ASTS cash secured put during price retracement for credit.
🚨 EVERYONE IS WATCHING WHO OWNS THE GPUs. BUT WHO OWNS THE RISK BEHIND THEM?
First it was GPUs. Then memory. Then networking. Then power. Then data centres. But I think another layer is starting to matter. The financial infrastructure underneath all of it. 👀 Because an AI factory doesn’t just need chips, electricity and land. It needs someone willing to finance the factory. And the deeper I looked into how this buildout is being funded, the more interesting the picture became. This isn’t a prediction of an AI credit crisis. It’s a different question: As trillions of dollars move into AI infrastructure, where is the financial risk actually going? 🏗️ THE AI BOOM IS BECOMING A CREDIT STORY S&P Global says AI infrastructure financing is increasingly spreading across multiple channels: Bank lending. Private credit. Asset-based finance. CMBS. ABS. Corporate debt. Lea
🚨 EVERYONE IS WATCHING WHO OWNS THE GPUs. BUT WHO OWNS THE RISK BEHIND THEM?
🚨 $100 OIL MAY BE A HIDDEN RATE HIKE ON THE AI BOOM
Everyone knows what $100 oil does to airlines. Everyone knows what it does at the petrol pump. Everyone knows what it can do to inflation. But I think Wall Street may be overlooking a much stranger potential casualty. Artificial intelligence. Not because data centres run on crude oil. They don’t. Because the AI boom increasingly runs on something else: CAPITAL. And the price of that capital is moving. ⸻ 🛢️ THE OIL SHOCK DOESN’T HAVE TO TOUCH A DATA CENTRE TO HIT IT The first-order trade is obvious. Oil rises. Energy companies benefit. Transport costs rise. Consumers feel it. Inflation becomes harder to kill. But follow the chain another few steps: OIL ↑ ⬇️ INFLATION PRESSURE ↑ ⬇️ BOND YIELDS / RATE EXPECTATIONS ↑ ⬇️ COST OF CAPITAL ↑ ⬇️ AI INFRASTRUCTURE FINANCING GETS MORE EXPENSIVE ⬇️ TH
🚨 $100 OIL MAY BE A HIDDEN RATE HIKE ON THE AI BOOM
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Love this, it’s my pleasure to fire away with my opinion each week. As wild as they can be ;)
What a pleasure to be able to contribute to this community and help others 🫡
🚨 WALL STREET JUST SOLD THE AI STACK. BUT WHAT IF IT SOLD THE WRONG PART?
Something changed in the AI trade. And I don’t think the most interesting part is the selloff. It’s what the market assumed the selloff meant. Anthropic CEO Dario Amodei has called for slowing the pace of frontiear AI capability development as safety concerns intensify. Sam Altman agreed that the frontier needs to be paced. Elon Musk backed the warning. Wall Street heard one thing: SLOWER AI = LESS AI INFRASTRUCTURE. And investors hit the hardware stack. The Philadelphia Semiconductor Index fell roughly 6%. $NVDA fell about 3.5%. $AMD fell about 5.6%. $MU fell about 6.7%. Semiconductor equipment names were smashed too, with Lam Research and Applied Materials falling roughly 8% and 7% respectively. AI infrastructure names weren’t spared either. But here’s the question I can’t get past: WHAT
🚨 WALL STREET JUST SOLD THE AI STACK. BUT WHAT IF IT SOLD THE WRONG PART?
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