Sam Badawi
@Sam_Badawi • 48,006 subscribers
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$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure. That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.
Sam Badawi486,049 görüntüleme • 16 gün önce
Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.
Sam Badawi407,638 görüntüleme • 16 gün önce
MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW This isn’t just Micron, Samsung, or SK Hynix. It’s a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks from $STX, and system-level storage platforms and arrays from $P. AI demand for DRAM is outpacing supply by an “unprecedented” gap. New fabs take years, and the shortage is expected to persist beyond 2026.
Sam Badawi360,347 görüntüleme • 1 ay önce
Satya Nadella says AI is becoming the new “Lean” for knowledge work at $MSFT, helping companies automate processes and reduce waste. Meanwhile, $NOW and $CRM are both well off their lows. Maybe AI isn’t killing software after all… maybe it’s making the best platforms even stronger.
Sam Badawi114,069 görüntüleme • 16 gün önce
$PLTR EXPECTS TO GROW 100% IN THE U.S. IN 2026 AND 2027 WHAT?!
Sam Badawi178,284 görüntüleme • 1 ay önce
Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.
Sam Badawi65,947 görüntüleme • 19 gün önce
FuzzyPanda continues to press their short thesis on $TE even after the recent 50% parabolic run from the lows on the day they released their short report earlier this week. In their latest update, they shared drone footage of T1 Energy’s G2 Austin factory site and claim an AI review of the footage, company statements, and images suggests the project may be running 9-18 months behind schedule. They acknowledge bulls will point to visible progress, including an additional large crane and ongoing construction activity, while bears will focus on how much of the overall site remains undeveloped. The debate ultimately remains centered on execution and construction timelines, with FuzzyPanda arguing progress is slower than expected while investors continue to evaluate whether the current pace supports management’s long-term plans.
Sam Badawi66,795 görüntüleme • 19 gün önce
Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.
Sam Badawi102,274 görüntüleme • 3 ay önce
So what Warren Pies is saying: Anthropic’s Mythos rollout triggered a sharp collapse in $NVDA GPU availability, with supply effectively tightening to near zero as demand for frontier models accelerated. Q1 2026 revenue from Anthropic reinforces that this isn’t theoretical demand, it’s real dollars chasing compute at scale across the AI ecosystem, from $GOOGL GCP to $AMZN AWS. The takeaway is simple: better models require more compute, and that feedback loop continues to drive the entire AI infrastructure trade.
Sam Badawi21,184 görüntüleme • 1 ay önce
Inside Zeta’s $10B AI Vision With CEO David Steinberg Watch the FULL Interview | YouTube Link ⤵️ $ZETA CEO David Steinberg breaks down the path to a $10B revenue business, 30%+ operating margins, and 75% free cash flow conversion in the AI era, along with how search disruption and Athena agents reshape the platform landscape. We also dive into fatherhood, mentorship, and the mindset required to build and lead through a once in a generation technology shift.
Sam Badawi29,883 görüntüleme • 3 ay önce
FIRST MEETUP EVER… MY MIND IS BLOWN 🤯 The community amit has built is unreal. So many cool people, all age groups, from all over the world. I uploaded all my photos at the Google Photos link in the reply below - please add yours too so we can relive it 🙏 Grateful to be a part of it. Comment if you attended and what your favorite part was. I cherish every moment with each of you, even if it was brief. Shoutout to the crew 🙌
Sam Badawi30,593 görüntüleme • 4 ay önce
Daha fazla içerik yok.