Sara Eisen's First Hour, Part 2 -- LCD -- September 26, 2024

Locator: 48402CRAMER.

Before we get started: the market, today, again, is incredibly volatile. The Dow, flat/slightly positive earlier today, is now up 250 points.  S&P 500 hits a new high.

Deep pockets: everything suggests a food-fight among the Titans that will be obvious to all NLT 2026. The top ten largest large data centers (LDCs) linked earlier are incredibly small compared to what the magnificent 7 are talking about now. There will not be enough black boxes / blades to go around. At least not the black boxes / blades that "everyone" wants. 

Size counts:

Shortage, already: even among operations / divisions / companies run by the same Titan, in this case, Elon Musk:

CEOs: generally young (or young in spirit); huge competitors.

Titans: here's one Titan now. Another is Oracle (Larry Ellison and Safra Catz).

Another Titan: Jeff Bezos.

Tim Cook is a Titan but he's not in this fight ... yet. Apple designs its own SoC. 

Tipping point: will be the first new modular nuclear reactor goes live to provide power for a million-square-foot LDC. 

 "Picks and shovels" to watch: Dell. Corning. Copper.

• SCCO is up another 7% today. Same with FCX.

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Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.