#capex,meta,sp500,valuation — Trading posts on TyrianTrade
20 public posts tagged #capex,meta,sp500,valuation
Browse market analysis, setups, and discussions tagged #capex,meta,sp500,valuation from traders on TyrianTrade.
Meta’s AI token usage is enormous
Households are holding record cash
US AI capex is far ahead of China
Bitcoin ETF flows stay negative
Oracle is entering the painful AI capex phase
US hiring plans keep weakening beneath the surface
Karp attacks the frontier AI business model
Karp just hit the AI bubble narrative
The AI cost war has begun
Microsoft launches Frontier Company
Gold faces its worst quarter in years
Beef prices stay high as cattle herd shrinks
Nvidia is backing GPU cloud demand
Plaid is considering an IPO
Two-year yield drops after jobs report
Trump says Micron jumped after Trump Accounts contribution
Money supply is growing again
DeepSeek may have far more Nvidia chips than expected
Karp says Palantir cannot be rebuilt cheaply