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Interesting, FoFty is seeing a collapse in AI GPU rental prices. What does this mean? Data center profitability margins are collapsing too. Lower margins = less cash + no reason to continue ordering Nvidia hardware While he didn't suggest AI demand is falling, I'm willing to bet most companies...

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Financelot

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The SpaceX IPO will be the most hyped listing in years. It's also the moment the early investors finally cash out on the public. SpaceX has been private for 20 years. The private equity guys got in early and are sitting on massive gains. A $1M stake is now worth $100M. A $10M stake is now a billion. The problem is their money is locked up. The shares don't trade, so those investors look rich but can't spend a cent of it. The IPO is their way out. They sell their shares, and the people buying them are retail investors like you. So while everyone races to buy at the open, watch what the institutional money does. They’re also not allowed to sell for the first 6 months after it happens, so I’d recommend to wait until then.
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MORNING JOE: Does the president realize that the consumer pays the tariffs? BESSENT: I'm gonna have to disagree with that. Who pays the tariffs is a choice. What we're seeing so far is that manufacturers are eating a substantial portion of the tariffs and taking it into their profit margins.

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