If the boom was as impressive as they claim, why have BI rinse and repeat this headline every 5 days?
— bigdipenergy (@bigdipenergy) October 16, 2025
"Meta, $META, OpenAI, and Oracle, $ORCL, have collectively announced plans to spend more than $1 trillion on data centers in the next several years," per BI.
— unusual_whales (@unusual_whales) October 16, 2025
Bullish! 😂
FFS what are we doing?
I know you can’t stop the AI train but it needs to be regulated for so many reasons.
It’s a threat to society imo. https://t.co/r63EGE3Y7v
— QE Infinity (@StealthQE4) October 16, 2025
NVIDIA $NVDA JUST GOT A NEW WALL STREET HIGH PRICE TARGET
HSBC today upgraded Nvidia to Buy from Hold while raising its price target to $320 up from $200
For anyone wondering at $320 Nvidia's market cap would be
~$7.8 TRILLION pic.twitter.com/qpfO4sx18n
— Evan (@StockMKTNewz) October 15, 2025
Amazon, $AMZN, Meta, $META, Microsoft, $MSFT, and Google, $GOOGL, could spend an estimated $320 billion on capex, primarily for AI infrastructure, this year, per BI.
— unusual_whales (@unusual_whales) October 16, 2025
The real signal isn’t in the apps, it’s in the infrastructure. The “$1T” capex boom is revenue for the picks and shovels: chips, power, cooling, copper. The real bottleneck is electricity, not model ideas. I’ll be wrong only if AI returns disappoint and those plans get cut back.
h/t LeslieCoffee