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Hyperscalers are projected to burn 1.4 trillion in capex annually by year end That represents an 89 percent increase in spending from current levels Median AI infrastructure stock P/E ratios have hit 26x the highest since ChatGPT launch Hyperscalers are …
pic.twitter.com/BmgN8RzSM3 — Jack Krzewinski (@JackKrzewinski) January 2, 2025 "The relentless surge of the U.S. dollar is primed to cut a swath of carnage through Asia’s asset markets, leaving economic strain in its wake. The dollar wrecking ball similar wreaked havoc …
📈 $NVDA accounts receivable 📈 from $9B to nearly $15B to show “growth”. AR means they’ve claim sales but haven’t yet collected the 💵. If Nvidia keeps 📈 receivables to hit this QTR “beat”, it could face accounting issues in …
As of now, there hasn’t been a record number of bankruptcies among companies with assets above $50 million. The Bloomberg Bankruptcy Index, which considers both the size and number of bankruptcies, remains relatively low. This suggests that while smaller companies, …
Altos reports that active single-family inventory was up 1.1% week-over-week. Inventory is now up 32.1% from the February seasonal bottom, and at the highest level since July 2020. This inventory graph is courtesy of Altos Research. As of July 5th, inventory was at …
This economic indicator just saw a big move down At this rate, the recession threshold will be hit in 2024 The last 3 times it was hit ended in sharp economic downturns Leading to significant stock market declines pic.twitter.com/3h673lqYys — …
Stock valuations mirror the extremes of 1929 and the market is at risk of a steep crash, investor John Hussman has said per BI. "Investors are presently enjoying the double-top of the most extreme speculative bubble in US financial history," …
Kamala Harris says Americans should be scared because if Donald Trump is re-elected, he will “weaponize the Department of Justice against his enemies.” WATCH Kamala Harris says Americans should be scared because if Donald Trump is re-elected, he will "weaponize …
2/ Oil prices increased from $3 to $30 per barrel between 1970 and 1982 During that time, US home prices tripled, going from $22,000 to $66,000 pic.twitter.com/56xqUpxGpA — Bravos Research (@bravosresearch) October 19, 2023 4/ Many economists suggest that inflation …