Boomer Rick

Everyone on planet earth knew “earnings would be good.” Whether they would beat expectations ENOUGH to satisfy Wall Street was the question.

You are desperate to be the smartest and wisest in the room.

I love All In but I think they are trying to sell some stock. There will be plenty of time to invest in data centers in space.

Once I give a symbol(s) you will go right past and push your favorites. We’ve already done this.

There are a lot of ways to play it. My point is that the stronger companies will have more durable earnings than some believe. Take advantage of price discounts if they are offered in the coming months.

I think 920 million/month answers the question why he built it.

Get some dry powder ready because once we get through this potential correction induced by IPo liquidity fears, possible rate hike, midterm worries and testing the new Fed chair, things may really run.

The evidence of compute constraint is overwhelming. Google — spending $175-185 billion building its own data centers and running its own TPU program through Broadcom — just signed an $11 billion annual deal to rent Nvidia GPUs from SpaceX because it still can’t meet demand. Anthropic rented the other half of the same SpaceX facility because Amazon’s $4 billion commitment isn’t enough. Microsoft CFO Amy Hood said on the record — “We’ve been short for many quarters. I thought we were going to catch up — we are not. Demand is increasing across many places.” AWS free cash flow collapsed from $26 billion to $1.2 billion in a single quarter as a deliberate bet on infrastructure that Andy Jassy says is already committed before it’s even built.

Every major AI player is simultaneously screaming compute shortage while paying whatever it takes to get supply. That’s not a bubble narrative. That’s a supply crisis hiding behind a stock market selloff.

The one legitimate pushback is cost discipline — as agentic AI bills arrive, enterprises will optimize token usage and tighten workflows. But that argument has a historical problem. Per-token costs are already falling 50-90% annually, and every time efficiency improves, volume growth has overwhelmed the savings. Enterprises don’t deploy less when costs fall — they deploy more. The internet didn’t slow down when bandwidth got cheaper.

And the most important point — the compute constraint isn’t going away. It’s about to intensify dramatically. Gartner’s 2026 analysis confirms agentic AI consumes 5 to 30 times more tokens per task than a standard chatbot. Goldman Sachs projects total token consumption multiplying 24 times by 2030. Enterprises moving from chatbot pilots to production-scale agentic deployments are discovering the multiplier only after their bills arrive. The AI buildout narrative isn’t slowing. It’s just getting started.

I was very happy to hear this. Quality metrics, not pure size, should be a large factor, if not the largest, for entry.

Kleiss was the pride of Coffeyville Kansas. He also helped sink a cruiser on June 6.

My original point was simple — the market is currently discounting Google relative to AI capex beneficiaries like Marvell, Broadcom, and Micron. That’s an observable fact, not a negative take on Google. I own a significant position, their last earnings call was the best I’ve heard all year, and I think the capex pays off long term. A 15% IRR to $10 trillion sounds pretty good to me. Not sure what we’re even disagreeing about at this point.

Ok, so what word would you like me to use? Discounting? JFC