Oguz O. | 𝕏 Capitalist 💸's banner

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

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

Free preview available • Premium content

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.

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 просмотров • 8 месяцев назад

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.

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 просмотров • 7 месяцев назад

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.

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 просмотров • 7 месяцев назад

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

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 просмотров • 7 месяцев назад

Больше нет контента для загрузки