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    • Administrator
      Administrator posted to the wire
      Hewlett Packard, a slow moving blue chip, went up 27% today on the mere announcement that 3 AI companies are IPOing at up to 80billion. HPE provides networking infrastructure essential for data centres.
      • Administrator
        Administrator posted to the wire
        $600 billion in cap ex on AI in last 2 years, conservative estimates put cap ex on AI, models and infrastructure at $1 trillion in next year. If an investment war starts on in-house GPU lithography, there could be 3 Invidias in a years time, because Google is on track and so is Tesla on in house GPU lithography.
        • Administrator
          Administrator posted to the wire
          IF, big if, Anthropic can get it's head around chip lithography, after it has a handle on its data centres, with.IPO, it could be as big a Google, in the short term, with its own GPU supply chain, which is why Berkshire Hathaway has put its foot into Google's massive IPO, knowing Google has nearly mastered in house GPU lithography, which is what Musk is trying to do with his new spin off that, swallowed Twitter.
          • Administrator
            Administrator posted to the wire
            @TaylorSwift13 Anthropic has 1000 corporate customers spending at least $1 million each for service, and another 299,000 business customers…in one year…in one year you will kiss my brain
            • Administrator
              Administrator posted to the wire
              @TaylorSwift13 I only give you one recommendation per year, that way I have perfect knowledge for one choice instead of 10% market knowledge of 20 or 30 companies.
              • Administrator
                Administrator posted to the wire
                @TaylorSwift13 you will be kissing my brain by Christmas 2027
                • Administrator
                  Administrator posted to the wire
                  @TaylorSwift13 I have triple the financial IQ of your dad, and I wasn't in the financial services industry, but I studied society and the world, where he only studied the markets….park $200 mill in ANTHROPICS IPO, you will kiss my brain later
                  • Administrator
                    Administrator posted to the wire
                    Iranians know, if petrol.prices are high in mid terms, Trump and MAGA GOP will be decimated….so Iran drags it's feet because closer to the mid terms it will get more and more concessions from DESPERATE TRUMP, looking down barrel of a complete wipeout at mid terms with Gas prices making voters eyes water.
                    • Administrator
                      Administrator posted to the wire
                      ANTHROPICS 29MILLION CUSTOMER BASE…possibly 100million.in a years time https://share.google/aimode/kfSWNtY9G1TJhG933
                      • Administrator
                        Administrator posted to the wire
                        Chat GPt, Anthropic, Google…at the same time with multibillion$ IPOs…..at the same fucken time…(hand gestures a head explosion)
                        • Administrator
                          Administrator posted to the wire
                          Imagine a multi billion$ business, asking investors to double it's size in a year….unheard of.
                          • Administrator
                            Administrator posted to the wire
                            'Hyper Scaling' .. AI companies doubling in size, in massively large IPOs that dwarfs traditional debt markets, by a huge margin
                            • Administrator
                              Administrator posted to the wire
                              $300 billion in capital expenditure next year on AI, AI chips and AI server build-outs in Data centre. Inflation generated by massive AI cap ex, when in all of history inflation was only ever generated by supply shocks or consumer spending, the first time we are seeing inflation caused by massive Cap-ex. Investment loves AI, like nothing else in history, including big tobacco or alcohol.
                              • Administrator
                                Administrator posted to the wire
                                These IPOs are so big there is no lender who could ever stump up the amounts of the IPOs as debt by lending, even a fraction of the IPO target. Imagine a bank lending $1billion and the hoops and collateral needed to get it….these IPOs are 80 times, 8000% bigger than what any lender would lend. MASSIVE.
                                • Administrator
                                  Administrator posted to the wire
                                  Google with $80 billion IPO, Anthropic, zooming to $47 billion in revenues in 2 years, looking for a $75 billion IPO to build-out AI, this is the re tooling of ALL business happening all at once…it's gargantuan all-at-once rebuilding of the software basis of business around the world, built on the foundation of the cloud Titan, that has been spreading out the foundation acreage of multiple latifundia AI business rejuvenation.
                                  • Administrator
                                    Administrator posted to the wire
                                    NETANYAHU IS AT WAR WITH CIVILIAN INNOCENTS, NOT MILITIAS, HE THINKS MILITIAS WILL RESPOND TO HIS CIVILIAN KILLING MACHINE…BUT THEY SEE IT ALL AS A RECRUITMENT VECTOR THAT IS DOUBLING AND TRIPLING THEIR MILITIAS MONTH BY MONTH, the more Netanyahu kills innocents, the bigger the militias become.
                                    • Administrator
                                      Administrator posted to the wire
                                      INTERPOL NEEDS TO TAKE PSYCHOPATH BUTCHER KILLING MACHINE NETANYAHU, OFF THE STREET, HE IS WRECKING BALL DEMOLISHING WHOLE COMMUNITIES, LEAVING FAMILIES ON THE STREET OR IN TENT CITIES, HE NEEDS TO BE IMPRISONED TO STOP THE BUTCHERY AND DEMOLITION.
                                      • Administrator
                                        Administrator posted to the wire
                                        @BritneySpears you at hospital with me too? You are addicted to me!
                                        • Administrator
                                          Administrator posted to the wire
                                          @TaylorSwift13 I rekied you were connected and a bubbling happiness went across ED, everybody amped up
                                          • Administrator
                                            Administrator posted to the wire
                                            AMERICA IN A MORAL PANIC AND ECONOMIC CRISIS, BECAUSE OF ONE WAYWARD MAN AND HIS EMBEZZELMENT CLUBBERS.