To The Moon

I would choose B and wait for a pullback rather than chase $Advanced Micro Devices(AMD)$ after the strong earnings reaction. The 97% growth in data-center revenue and impressive 2027 outlook are encouraging, but the market has already priced in some of these expectations. I remain optimistic about AMD’s long-term potential, especially with Helios entering production and more major cloud customers adopting its AI solutions. However, $NVIDIA(NVDA)$ still has a strong competitive advantage through its CUDA ecosystem and established AI infrastructure. My strategy is to stay patient and watch for a healthier entry point aroun

Hey Tigers 🐯! The next constraint on AI growth may be how quickly a data center can secure reliable power. In a November 3 discussion, Morgan Stanley analysts David Arcaro and Andrew Percoco outlined a projected power shortfall of more than 80GW by 2029 and a growing role for on-site generation and battery storage.[1] That longer-term outlook sits alongside a difficult market reaction. Reuters reported that the S&P 500 gained 1.6% on November 4 while its energy sector fell 4.8%, as investors reassessed the post-election policy outlook.[4] The investment question is which companies can turn demand for electricity into delivered systems, revenue and durable profits. 1️⃣ What Is Actually Holding AI Power Back? Arcaro's 80GW-plus estimate comes from a discussion of U.S. utilities and data-

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