DannyMarque

Many companies entering the AI infrastructure business assume that controlling land, power and having a good team means they have a data center business. Not quite. They have a development opportunity.
A functioning commercial data center requires:
- Land and power (the physical capacity)
- Design and construction (a usable facility
- Operations (reliability and service)
- Lease and credit (revenue and financeability)
The fourth is the most important input as it's what converts the first three into an investable asset.
A technically complete building can still be unfinanceable if the lease g

Anyone thinking US is going to hike rates when the country is in the middle of its largest infrastructure rebuild in history to be the world's leading country in AI has 0 idea what they're talking about
As long as bond yields remain slightly elevated and strait of hormuz issue isn't resolved, higher for longer should be your expectation.

The beauty of a Wave 2 is that it can have an emotive effect on feeble market participants making them regret having invested in the first place right before the real move even starts

Happy 250th birthday America! 🇺🇸🙏
So grateful on this day! Our freedoms and opportunities came at the dearest expense of your bravery and courage as our parents and grandparents sacrificed their blood, sweat, and tears so we and our future generations can prosper with health, character, and dignity

I love seeing individuals use fundamentals and undervalued FWD P/E ratios to justify how a stock that’s done a 10-40x in 1 year like $SNDK $MU $WDC can keep going higher without a significant pullback that makes people question their conviction
Mind you, a large correction is not bearish though many will interpret it this way. We’re very early in this AI infrastructure buildout, compute is scarce, but there is a right time to buy quality assets and it’s not when sentiment is euphoric and prices are at all-time high
The correction happening in $IREN over the last few months after a 12x is a per

I love seeing individuals use fundamentals and undervalued FWD P/E ratios to justify how a stock that’s done a 15-40x in 1 year can keep going higher without a significant pullback that makes people question their conviction
The correction happening in $IREN over the last few months after a 12x is a perfect example of what to expect in semis / memory plays over the next few years

Anyone else thinking about $EOSE here
Looking pretty attractive

Can you imagine the smell of bears if by this time next year Bitcoin bitcoin:native is at $150k, Strategy $MSTR at $400, Strive $ASST $40
For an actual investor timing is not as important as being positioned in the right assets and going against the grain
Consensus is where alpha goes to die

Since I got into $IREN at $5 pretty amazing to see that the FUD is still the same at $42
You either understand what is being built or you don’t which means you’re essentially short AI infrastructure
Good luck with that

There is NO excess compute, Bloomberg’s story on $META is incorrect
However, there IS excess GPUs sitting idle because compute can’t be built and brought on line fast enough to plug them in
Speed and time to power are the greatest bottlenecks

I read Strategy's $MSTR Digital Credit Capital Framework. Shareholders can breath a sigh of relief as the announcement directly tackled the pain points that had been festering especially around:
- $STRC trading well below par
- Dividend coverage worries
- The sense that they were just blindly issuing into weakness
The market’s reaction yesterday, $MSTR +12% and $STRC +12% reflects that relief and some shareholders feel that management finally listened and put some guardrails in place. At the same time, there’s still a vocal undercurrent of unease. The authorization to potentially monetize up