The Rokslide Stock Traders Thread

dogman11 said:
with DJI losing lawsuit which drone company is going to pickup the business?
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Completely out of the loop, but as an Agronomist, I predict drones being a common sight in the machine shed. The last one I saw can hold approx 200lbs of dry product, such as cereal rye for cover cropping, and be switched to spray liquid in a few minutes.

The severe southern rust of corn outbreak in the upper Midwest is gonna be fresh on everyone's mind, especially when they see the ROI of a fungicide application this year.

I'm thinking anyone with 1000 acres of corn and a grandkid is going to have a UAV capable of liquid application within a couple years.
 
We talk high flyers but rarely address the risk.

An AI bubble? Yep. These bubbles can go on longer than anyone anticipates but then they become a game of musical chairs.

C/O JP Morgans Michael Cembalest in his note HERE

I think this is well understood, but just to reinforce the point: AI related stocks <sub>(1)</sub> have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022. AI is showing up other places as well. Data centers are eclipsing office construction spending and are coming under increased scrutiny for their impact on power grids and rising electricity prices.



Specialized power rates for most data centers aren’t enough to cover costs of a new natural gas plant (leaving other customers to foot part of the bill), and in the PJM region, 70% of last year’s increased electricity cost was the result of data center demand. The biggest medium-term risk I can think of for top-heavy US equity markets: China’s Huawei and SMIC pierce the $6.3 trillion NVIDIA-TSMC-ASML moat by creating their own supernode computing clusters and deep-ultraviolet lithography machines of comparable quality.
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Which brings us to the stunning punchline:

Other recent AI news: Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four nuclear plants), as well as increased borrowing by Oracle whose debt to equity ratio is already 500% compared to 50% for Amazon, 30% for Microsoft and even less at Meta and Google.

In other words, the tech capital cycle may be about to change.
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Beendare said:
We talk high flyers but rarely address the risk.

An AI bubble? Yep. These bubbles can go on longer than anyone anticipates but then they become a game of musical chairs.

C/O JP Morgans Michael Cembalest in his note HERE


Which brings us to the stunning punchline:
Click to expand...

Crypto mining companies have started to shift some of their hash rate to Ai.

Riot blockchain recently shifted some of its hash rate to support Ai/HPC (high performance computing) riot moved up on the news. This is about two days old now.

There’s a good chance other miners will do the same.

The cost of electricity isnt going down anytime soon. Might be worth looking into which electric companies are supporting these facilities. The need for energy will not stop.

Tesla deployed 12.5 GWh of energy storage products last quarter. This was above expectations.


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