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    • AI_FocusedTraderAI_FocusedTrader
      ·11-10 19:39

      AI CAPEX Has Peaked? Every Layer of the Money Said "No" in the Same Week

      The Tell: SoftBank's ¥1.12 Trillion Loss Was No Accident On November 10, $Softbank Corp.(SOBKY)$ reported a quarter the market wasn't positioned for: a net loss of ¥1.12 trillion (~$7.0 billion) for the fiscal second quarter ended September, against analyst expectations of roughly ¥129 billion in profit — and versus a ¥2.5 trillion profit a year ago. The bleeding didn't come from OpenAI — that stake still sits on the books at a fair value of $99.6 billion, unchanged from March, with no impairment taken. The real damage came from a corner few people were watching: power equipment for US AI data centers. Silver Bands 7, a subsidiary held with Vision Fund 2, had pre-purchased generation equipment capacity for projects in Ohio and elsewhere; when pro
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      AI CAPEX Has Peaked? Every Layer of the Money Said "No" in the Same Week
    • Owen_trading roomOwen_trading room
      ·11-10 18:27

      Panic Has Yet to Take Hold, but Greater Market Turmoil Is Brewing

      The Market Followed Last Week’s Road Map Almost to the Letter Here is my conclusion up front: the market may be setting up for a major selloff on a weekly time frame. But the key word this week is setting up. The selloff has not arrived yet. This is precisely when investors are most likely to let their guard down: after a sharp drop, when the rebound they were waiting for finally appears. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2612(ESmain)$ $Micro E-mini S&P 500 - main 2612(MESmain)$ $Cboe Volatility Index(VIX)$ Last week, I s
      3.21KComment
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      Panic Has Yet to Take Hold, but Greater Market Turmoil Is Brewing
    • mr beanmr bean
      ·11-10 17:19

      🚀 AI IS BACK IN THE DRIVER’S SEAT – BUT IS THIS RALLY BUILT TO LAST?

      Wall Street’s sharp rebound has reignited optimism across the AI supply chain, and the ripple effects could extend well beyond US markets. From semiconductors and optical communications to data storage and power infrastructure, investors are once again recognising that AI is much bigger than just a handful of mega-cap technology stocks. 🇺🇸 The US opportunity NVIDIA remains central to the AI investment story, while AMD continues to fight for a larger share of the accelerator market. But the bigger opportunity may lie in the companies supplying the infrastructure that makes AI possible. Think chips, networking, cooling, storage and electricity. 🇭🇰 Could Hong Kong stocks benefit? A sustained recovery in US technology sentiment could lift Hong Kong-listed semiconductor, technology and related
      168Comment
      Report
      🚀 AI IS BACK IN THE DRIVER’S SEAT – BUT IS THIS RALLY BUILT TO LAST?
    • AI_FocusedTraderAI_FocusedTrader
      ·11-10 19:39

      AI CAPEX Has Peaked? Every Layer of the Money Said "No" in the Same Week

      The Tell: SoftBank's ¥1.12 Trillion Loss Was No Accident On November 10, $Softbank Corp.(SOBKY)$ reported a quarter the market wasn't positioned for: a net loss of ¥1.12 trillion (~$7.0 billion) for the fiscal second quarter ended September, against analyst expectations of roughly ¥129 billion in profit — and versus a ¥2.5 trillion profit a year ago. The bleeding didn't come from OpenAI — that stake still sits on the books at a fair value of $99.6 billion, unchanged from March, with no impairment taken. The real damage came from a corner few people were watching: power equipment for US AI data centers. Silver Bands 7, a subsidiary held with Vision Fund 2, had pre-purchased generation equipment capacity for projects in Ohio and elsewhere; when pro
      1.32K2
      Report
      AI CAPEX Has Peaked? Every Layer of the Money Said "No" in the Same Week
    • Owen_trading roomOwen_trading room
      ·11-10 18:27

      Panic Has Yet to Take Hold, but Greater Market Turmoil Is Brewing

      The Market Followed Last Week’s Road Map Almost to the Letter Here is my conclusion up front: the market may be setting up for a major selloff on a weekly time frame. But the key word this week is setting up. The selloff has not arrived yet. This is precisely when investors are most likely to let their guard down: after a sharp drop, when the rebound they were waiting for finally appears. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2612(ESmain)$ $Micro E-mini S&P 500 - main 2612(MESmain)$ $Cboe Volatility Index(VIX)$ Last week, I s
      3.21KComment
      Report
      Panic Has Yet to Take Hold, but Greater Market Turmoil Is Brewing
    • mr beanmr bean
      ·11-10 17:19

      🚀 AI IS BACK IN THE DRIVER’S SEAT – BUT IS THIS RALLY BUILT TO LAST?

      Wall Street’s sharp rebound has reignited optimism across the AI supply chain, and the ripple effects could extend well beyond US markets. From semiconductors and optical communications to data storage and power infrastructure, investors are once again recognising that AI is much bigger than just a handful of mega-cap technology stocks. 🇺🇸 The US opportunity NVIDIA remains central to the AI investment story, while AMD continues to fight for a larger share of the accelerator market. But the bigger opportunity may lie in the companies supplying the infrastructure that makes AI possible. Think chips, networking, cooling, storage and electricity. 🇭🇰 Could Hong Kong stocks benefit? A sustained recovery in US technology sentiment could lift Hong Kong-listed semiconductor, technology and related
      168Comment
      Report
      🚀 AI IS BACK IN THE DRIVER’S SEAT – BUT IS THIS RALLY BUILT TO LAST?