InvestorOne

    • InvestorOneInvestorOne
      ·10-29
      294Comment
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    • InvestorOneInvestorOne
      ·07-14
      $ARK Genomic Revolution ETF(ARKG)$ is this a buy or sell, for next 1 year? 
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    • InvestorOneInvestorOne
      ·05-22
      $Sunrun(RUN)$  will see this stock hover back to $7.80 - $8.20 before session close. Good for a few % profit. 
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    • InvestorOneInvestorOne
      ·05-22
      $Sunrun(RUN)$  oversold. 
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    • InvestorOneInvestorOne
      ·05-22
      $NVIDIA(NVDA)$  reported by benzinga. This is good news for Nvidia. - On Tuesday, Deepwater Asset Management's managing partner, Gene Munster, noted that Elon Musk's AI enterprise xAI's plans for a massive investment could result in Nvidia Corporation as the biggest beneficiary. In a post on X, Munster highlighted Musk's revelation on CNBC that his AI company, xAI, plans to deploy 1 million GPUs near Memphis. The majority of the 1 million GPUs expected to be deployed will come from Nvidia, with a smaller portion supplied by Advanced Micro Devices, said Munster, adding that the estimated total cost of acquiring these chips could range between $30 billion and $40 billion. “If it was done in CY26, it would account for a
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    • InvestorOneInvestorOne
      ·05-21
      At about est $30k per GPU and 6 DC x 50k GPU, that's $9 billion order for Nvidia. Or at around $9.38 in share price. 

      Market Chatter: Crusoe Receives $11.6 Billion in Funding for OpenAI Data Center in Texas

      Microsoft-backed OpenAI's partner Crusoe has received $11.6 billion in new funding commitments for a data center in Abilene, Texas, The Wall Street Journal reported Wednesday.The funding, which will come from a mixture of debt and equity provided by Blue Owl Capital and Crusoe, will expand the data center to eight buildings from its previously planned two, each equipped with up to 50,000 Nvidia Blackwell chips, the report said.Crusoe began construction on the Abilene site last June after Oracle agreed to lease the data center for 15 years. OpenAI agreed to rent servers from Oracle while Oracle plans to supply the data center with the Nvidia chips, according to the report.OpenAI, Blue Owl, Crusoe, and Oracle did not immediately reply to MT Newswires' request for comment.
      Market Chatter: Crusoe Receives $11.6 Billion in Funding for OpenAI Data Center in Texas
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    • InvestorOneInvestorOne
      ·05-21
      $NVIDIA(NVDA)$  hold tight. China market might see issues for Nvidia but overall AI adoption is on the rise globally. With more people competing on the application sides, both sides of the Pacific will invest more into building more GPU server farms. Furthermore, more developers are familiar with CUDA.  Would figure that Nvidia would be around $180-200 by December 2025.
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    • InvestorOneInvestorOne
      ·05-19
      $NVIDIA(NVDA)$  while there is speculation on the reasons of why Western AI companies are cutting staffs, Nvidia recent push in Shanghai means that it is going to secure Chinese market. $180-200 by EOY. 
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    • InvestorOneInvestorOne
      ·05-17
      $NVIDIA(NVDA)$  time to load up. AI market is still growing. 
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    • InvestorOneInvestorOne
      ·05-15
      $NVIDIA(NVDA)$  $145 by Friday. 
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