AI’s energy demand is about to go vertical, and in many countries, the grids aren't ready.
China’s building 29 large nuclear reactors right now. The U.S. has none under construction. High costs, regulatory delays and market challenges hold us back, though advanced smaller reactors are emerging. Source: StockMarket.News
Semiconductors SOX's relative performance to the equal-weighted S&P 500 is nearing the highest levels since the dot-com bubble...
Source: zerohedge
Oracle’s debt-to-equity ratio is ~520%, way above other AI stocks
E.g Amazon is near 50%. Microsoft close to 30%. Google’s even lower. How long can Oracle afford to keep this up? Source: StockMarket.news
The circular AI economy...
$AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy 6 GW of AMD chips over the next few years. Stock up +27%. Source: Wasteland Capital @ecommerceshares
Japan 30-Year Bond Yield jumps to 3.29%, the highest level in history.
Source: Carl ₿ MENGER @CarlBMenger
$MSFT is following the path of $GOOGL
This translates to around $340,000 for every citizen, making it one of the richest countries per capita. Source: Massimo @Rainmaker1973, Quartr
Norway, a country with just over 5 million people, manages the world’s largest sovereign wealth fund, worth nearly $2 trillion.
This translates to around $340,000 for every citizen, making it one of the richest countries per capita. Source: Massimo @Rainmaker1973, Quartr
BlackRock's spot Bitcoin ETF is now their most profitable ETF
Source: Bitcoin magazine
