Locator: 51982TECH.
Anticipation: the SpaceX earnings call today -- absolutely amazing. Anthropic -- ditto. The SpaceX videos on YouTube are must-watch videos. United Airlines, earnings call, the CEO says they need more "compute." You can howl at the wind but AI is here to stay. Except now it's called SI (super intelligence).
See disclaimer.
"SpaceX shares surge."
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Neoclouds vs Hyperscalers
Neoclouds are specialized, AI-first cloud providers engineered from the ground up for high-performance GPU compute, whereas hyperscalers are massive, general-purpose cloud platforms offering hundreds of virtualized services for diverse enterprise workloads.
See also, link. Link here: https://share.google/aimode/uudODBrZbDcImNfO2.
This is a very, very important analysis, link. Link here: https://share.google/aimode/1hY30kiMKcQbjlcP2. At the link, scroll to the top and then read a very, very long analysis.
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Disclaimer
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. 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 something appears wrong, it probably is. Feel free to fact check everything. 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 Bakken, 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. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Nothing on this site should be seen as recommendations for the general public. On the other hand, I have no problem if members of my extended family "see" recommendations I might be making - but only members of my extended family, limited to my children and my grandchildren. Longer version here.
