GateUser-272e4d07

The rerating of data centers has begun

Apple will turn everyone into an AI user Compute demand will sky rocket 🚀

The biggest trade is understanding that AI+robotics abundance will drive down the costs of everything $BTC will still be supply capped at 21M BTC and desirable land are the only moats BTC is 20x to catchup to Gold which inflates, is immobile and can be seized

Now that crypto twitter has finally moved onto Taiwanese AI supply chain $BTC is magically ripping

Even the Boards and Boomers won’t be able to stop them

Looks like data centers will re-rate now that the world realizes the labs can’t get enough compute Sam looking pretty smart right now locking up all that compute Codex on the rise due to consistency $GLXY $CRWV will re-rate heavily

Must watch from Jordi Visser Hyperscalers now have 1T+ revenue backlog they need to convert “Your Capex is My Opportunity”

Someone got a stern re-alignment check from Sam

$META increased their ads and literally got their clients to pay more… and their stock is down 10% Their AI spend is working and they proposed to spend more. They have the proof, it was in the earnings The market is punishing them The market is wrong

Enterprises are being forced to $AMZN due to the HBM bottleneck and inability to scale their own datacenter

Hyperscaler cloud growth, Q1 2026: • GCP: +63% YoY (vs +30% prior Q) • AWS: +28% (vs +24%) • Azure: +40% (vs +39%) All three accelerated. AI demand isn’t slowing, it’s broadening $AMZN $MSFT $GOOGL

$AMZN smashed earnings Market inefficiency = opportunity

Oh boy, somewhere in the world Trump just blew a gasket

Wonder how long it’ll take the market to figure out where $CRWV is getting all its power from 👀

$HOOD Q1 Earnings Optical miss, story intact. -Rev slight miss due to low interest rates (known) -Event contracts +320%*** -Trump Accounts sole trustee -$17.7B Q1 deposits -Equities +46% Street sees a brokerage. It’s a Gen Z super-app

This is huge for $AMZN If anyone was worried about OAI distribution and revenue, it’s about to get turbo charged -Best distribution partner for OAI -Model optionality for AWS clients -One stop shop for models -Decentralizes AWS risk away from Anthropic

CFTC is proactively suing gambling lobby states so that Prediction Mkts fall under its jurisdiction of Futures Contracts and not Gambling This would allow CFTC to give $HOOD license to do Sports in each State Getting sports is 80-90% of the Prediction Mkt revenue

$CRWV just gave the first opp of earnings season. You think even if OpenAI stutters that someone else won’t buy the compute? CRWV running the datacenters with early access to the most advanced NVDA chips and tech and have already proven they can diversify away from OAI

The best thing you can do to outperform is watch earnings for these companies and buy any dips $GLXY $HOOD $BE $AMZN $CRWV $NVDA