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Ravenous Hottie Xxlayna Devours Tasty Treat Chanel
With Chanel Camryn @TheChanelCamryn and Xxlayna Marie @xxlaynamarie_
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If America’s tech stocks lose more of their shine, its economy could be in trouble. These days, the dollar’s status as a haven owes much to how ravenous foreign investors are for American shares
SpaceX is effectively the best neocloud right now...
SpaceX insists on short term leases only, so as long as compute keeps getting scarcer and the compute shortage curve keeps sloping up and to the right, SpaceX can keep raising prices.
On top of that, SpaceX has the best infrastructure buildout capability in the industry and its own compute demand, so it can absorb excess demand at any time. That is why it commands a premium of 2x, and as much as 3x, over competitors like IREN. ($60 billion per GW)
To track Nvidia's revenue, SpaceX is now the company to watch most closely. Until SpaceX ASICs come out of Terafab in 2030, it will devour more Nvidia chips, and more ravenously, than anyone else in the world. Wouldn't SpaceX easily absorb the slowdown in Nvidia chip demand caused by Google and other hyperscalers developing their own ASICs?
Verses on a Topic – God’s Faithfulness
Deu 7:9 Know therefore that the LORD thy God, he is God, the faithful God, which keepeth covenant and mercy with them that love him and keep his commandments to a thousand generations;
Psa 105:8 He hath remembered his covenant for ever, the word which he commanded to a thousand generations.
Heb 10:23 Let us hold fast the profession of our faith without wavering; (for he is faithful that promised;)
2Ti 2:13 If we believe not, yet he abideth faithful: he cannot deny himself.
Psa 9:10 And they that know thy name will put their trust in thee: for thou, LORD, hast not forsaken them that seek thee.
Psa 89:34 My covenant will I not break, nor alter the thing that is gone out of my lips.
Isa 46:11 Calling a ravenous bird from the east, the man that executeth my counsel from a far country: yea, I have spoken it, I will also bring it to pass; I have purposed it, I will also do it.