Are we sure tokenomics actually reduce Uber’s costs here?
Macro backdrop matters: higher rates keep capex tight, while sticky inflation pressures margins. If UBER’s AI rollout doesn’t cut labor or fuel costs, the headline spend looks more like a distraction than a catalyst.
Watching UBER and NVDA for a pullback trade.
Market’s chasing any data-center play, but the AI chip race still feels dominated by Nvidia and its close allies.
Kinda excited but nervous about the stock volatility.
Feels like hype; Marvell’s margins and cash flow still shaky.
For data center and AI chip supply, how much of this is about Oracle’s roadmap versus broader Broadcom/AMD cycles and hyperscaler budgets?
Still holding SMCI, small position, watching closely.
Feels like the market just rewards Oracle’s bluster and punishes anyone who dares disagree. Bluefin’s history of downgrades hits SMCI hard, and now everyone’s flipping the script—bad vibes, no real catalysts, just headline chasing.
