Oguz O. | 𝕏 Capitalist 💸
@thexcapitalist • 107,296 subscribers
Selective contrarian investor | The writer of the Capitalist-Letters newsletter read in +180 countries & Co-Founder @biggr_ai
Videos
Apollo CEO Marc Rowan on the data center financing: “Hyperscalers are pretty safe; intermediaries that are taking up the debt and balance sheet risk not so much.” Neoclouds are leveraging themselves instead of hyperscalers, but they don’t have the cash flows from other businesses to pay their debt if something goes wrong. This is why I have been avoiding $CRWV for so long.
Oguz O. | 𝕏 Capitalist 💸182,883 Aufrufe • vor 8 Monaten
Ray Dalio: “Gold is the only asset you can have that’s not somebody else’s liability.” Fears about tariffs and other sanctions are eroding trust in the US. This is why central banks are moving away from US debt and buying gold; they want something they can't be denied.
Oguz O. | 𝕏 Capitalist 💸139,184 Aufrufe • vor 7 Monaten
Ray Dalio: “Gold does well when other assets do poorly, it’s the perfect diversifier.” Trust in fiat is eroding, so investors are shifting from fiat-denominated assets to hard assets. Tariffs between allies and political tensions are only accelerating the erosion of trust.
Oguz O. | 𝕏 Capitalist 💸110,793 Aufrufe • vor 7 Monaten
Jensen Huang: "AI needs more energy, we have to invest more in energy." All other components required for AI factories, i.e., compute, cooling, networking equipment take months at most to source but power takes years. We need to expand generation capacity and upgrade the grid infrastructure as fast as possible. This means massive amounts of investment will flow to power producers, specialized infrastructure contractors and equipment providers. The whole sector will have strong tailwinds for the next decade. Long energy. $CEG $SEI $TLN $FLNC $DY $VST $BE
Oguz O. | 𝕏 Capitalist 💸25,683 Aufrufe • vor 7 Monaten
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