POV: Du innser at du kjem til å bli strengt regulert om du ikkje endra narrativet

This is WILD! Goldman Sachs says Wall Street consensus 2027 hyperscaler Capex estimates are too conservative (Save this). The consensus lands at $920 billion but Goldman thinks it could reach $1.4 trillion. Here is how they get there. Hyperscaler capex, the combined AI infrastructure spending of Amazon, Google, Meta, Microsoft, and Oracle went from $261 billion in 2024 to an estimated $805 billion in 2026, a 3x increase in two years. The consensus for 2027 assumes growth decelerates sharply to just 22%, which is where Goldman pushes back. Goldman economists compared that assumption against every major infrastructure buildout in history, railroads, highways, electrification, the internet and found they consistently consumed 2 to 3% of GDP at their peak. At 2% of US GDP, hyperscaler capex reaches $950 billion in 2027 and at 3%, it reaches $1.25 trillion. In the most aggressive scenario where hyperscalers deploy every dollar of operating cash flow plus the full capacity of the investment grade credit market, the number reaches $1.43 trillion. The fourth chart is what makes the Goldman case feel earned rather than aggressive. Hyperscalers are expected to reinvest 98% of operating cash flows directly back into capex in 2026, a ratio only ever matched during the telecom bubble of 2001. The critical difference is that these companies are actually generating the cash flows that are being reinvested, Amazon, Google, Meta, and Microsoft combined are printing hundreds of billions in operating cash every year and putting nearly all of it back into infrastructure. A buildout this large creates supply chain pressure and earnings volatility in the names most exposed, and Goldman is not dismissing that risk but the direction of spending is not in question, the only debate is whether 2027 comes in at $920 billion or $1.4 trillion. The companies sitting directly in the path of that spending are the ones worth owning. Nvidia captures the largest share of every hyperscaler capex dollar, owning 80% of AI training compute, and Morgan Stanley raised its 2026 capex estimate specifically because of continued Nvidia demand. Oracle is the fastest growing capex spender among the five hyperscalers on a percentage basis up 116% from 2024 to 2027 with the smallest absolute base, giving it the most runway remaining. CoreWeave and Nebius sit between the hyperscalers and frontier AI companies, renting GPU capacity to anyone who cannot get on the hyperscaler queue fast enough and as that capex number grows, so does their total addressable market. Milk Road subscribers already up massively on these names, come join Milk Road Pro for our full breakdown and what other names we are watching for just a dollar. Link below!

AI era is officially done. A handful of people will afford good models, back to stack overflow for the underclass.

You laugh but this woman will know when the cycle has topped well before any of us do

$ASTS ✨ 🇳🇴 Norges Bank Initiates Position in AST SpaceMobile Norges Bank, manager of Norway's sovereign wealth fund, disclosed a new position in AST SpaceMobile during Q4 2025. • Acquired approximately 2.72 million shares • Position valued at roughly $200 million • Represents a significant institutional vote of confidence • Highlights growing interest in the direct-to-device satellite market AST SpaceMobile is building a space-based cellular broadband network designed to connect directly with everyday smartphones through partners including AT&T, Verizon, and Vodafone. The investment by one of the world's largest institutional investors may be viewed as another signal of confidence in AST's long-term commercial opportunity and global expansion potential. #ASTS #ASTSpaceMobile #NorgesBank #Satellite #DirectToCell #SpaceTech marketbeat.com/instant-alert…

“The memory trade can’t keep going because the hyperscalers can’t spend more than 100% of cash flow”

Kult profil intervju av Leo i FA i dag

FUCK YEAHHHHHH ANTHROPIC IS NO LONGER DOOMING ABOUT JOBS!!!!! ♥️♥️♥️

Convoy complete. BlueBird 9 has officially arrived at Cape Canaveral,  ahead of the next Falcon 9 launch campaign.  🚀🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected

BREAKING: South Korea’s stock market surges to a new record high, now officially up another 100% in 2026.

Dette er super interessant. Noen forskjellige måter å tolke dette JV mellom de tre operatørene. Min take: defensivt move i frykt for direkte konkurranse fra Starlink. Åpner opp for at Tmobile kan joine de to andre med samarbeidsmodellene de har med ASTS. Egen avtale må lages mellom tmobil og asts. FCC godkjenning? Prissamarbeid? Bull for alle bortsett fra Starlink som nå må gå direkte på sluttbruker med tale (og den tjensten er ikke god nok nå, data ok). De neste åra er det bare å kikke opp mot himmelen og spise popcorn. For der oppe skapes enorme verdier og konkurransen mellom himmel og jord blir episk. Følg med.

Sikkert noke uforståelig for monge, men he starta å akkumulere litt pokemonkort/sealed pokemonpakka. At det vil outperforme he ej min tvil på, men et spennande nisjemarked uansett. Mulig det blir litt som supreme og hypebeast tida før/etter covid. Time will tell

you can outsource your thinking but you cannot outsource your understanding

FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States businesswire.com/news/home/2…

BlueBird is on board! @AST_SpaceMobile's satellite is now integrated with our NG-3 launch vehicle. Next up: rollout for hotfire.

Polyester underwear decimates male fertility & sperm in study. After 6 months of wearing a polyester sling, all men had ZERO sperm. At the beginning of the study: • 64.3% of men had sperm count 41–60 million/ml • 35.7% of men had sperm count >60 million/ml • 0% had sperm count below 40 million/ml After 3 months: • 28.6% had near-zero sperm count (0–1 million/ml) • 71.4% had low sperm count (2–10 million/ml) • 0% were above 10 million/ml After 6 months: • 100% of men had 0 sperm (azoospermia) • 0% had any detectable sperm So basically, they went from normal → heavily suppressed by 3 months → completely wiped out by 6 months.

There are only 30 locations in the world that have IMAX 70mm screen. Unfair.