Open Ai

BREAKING FROM BLOOMBERG:

OPENAI PITCHED THE WHITEHOUSE ON BUILDING 5-GIGAWATT DATA CENTERS AND CEO SAM ALTMAN MET WITH WHITE HOUSE OFFICIALS EALIER THIS MONTH.

Two things are becoming obvious:

First, Sam Altman seems to be in all the important conversations around AI. Whether it's getting ChatGPT to be the default for the new iPhone or convincing the White House to care more about building data centers...

Second, we need more energy. We needed it yesterday. If we are going to build AGI, we just need more data centers.

Now the $MSFT Blackrock new $30B fund continues to make more sense. The Microsoft $CEG Energy deal makes more sense. $AAPL & $NVDA deciding to invest in the new OpenAI $150B funding round makes more sense. Also, $TSLA Tesla energy continues to be underrated as a segment of the business growing 100% YOY if this much demand is already piling up and we haven't even got to the 5th addition of GPT.

OpenAI is going for everything. The infrastructure of the energy. The data center build out. The best foundation LLM. And then the final part...AGI$Microsoft(MSFT)$

More 50bps! Which "Rate-Cut" Assets Will You Invest In?

Minneapolis Fed President Neel Kashkari commented to the media that he agrees a 50-basis-point rate cut is appropriate, although he could also support a 25-basis-point cut. Kashkari believes that it may be necessary to cut rates by another two 25-basis points by the end of the year. With the 50bps rate cut confirmed, can TLT start a new uptrend? Additionally, the rate cut might benefit small and mid-cap growth stocks. Will you choose IWM or ARKK?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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