To The Moon

I started this rabbit hole looking at GPUs. Somehow I ended up researching zinc refineries. Welcome back to ADZ5150. 😂🐅 Everyone knows the AI arms race. NVIDIA GPUs. Hyperscaler capex. Gigawatt data centres. Power shortages. Memory. Cooling. But something caught my attention. In March, NVIDIA announced a US$2 billion investment in Lumentum. On the exact same day, it announced another US$2 billion investment in Coherent. US$4 BILLION. Not into another AI model. Not another GPU company. Into companies that make lasers and optical technology. And both agreements went beyond investments. They included multibillion-dollar purchase commitments and future access to manufacturing capacity. That made me ask the obvious GAZADZ question: 🐇 WHY DOES THE WORLD’S MOST IMPORTANT AI CHIP COMPANY CARE SO M

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Everyone is watching CoreWeave’s debt. 👀 I’m watching what Wall Street is building behind it. For most of the AI boom, investors have been trained to look for scarcity. 🔥 GPUs ⚡ Power 🏗️ Data centres 🧠 Models 🌐 Networking But after going down another rabbit hole, I think a different bottleneck is beginning to emerge. 💰 CAPITAL. AI infrastructure is becoming so expensive that the next phase of the boom may not simply be about who can build the most compute. It may increasingly be about: Who can finance it? Who can structure the risk? And perhaps most importantly… Who gets paid to make all this debt investable? ⸻ 🚨 THE WARNING SHOT: COREWEAVE CoreWeave has become one of the clearest examples of what happens when enormous AI demand collides with enormous capital requirements. Reuters reported

Thank you so much @TigerStars been a bit quiet this month otherwise but I’ve got some new stuff cooking. Just need a few more events to happen in the latest stock moves and I’ll have some content incoming :)

Everyone is asking the same question: What should I buy if interest rates stay higher for longer? Banks? Cash? Gold? Dividend stocks? I think that starts with the wrong question. If I had $10,000 to invest today, I wouldn’t build my portfolio around high interest rates. I’d build it around WHY interest rates stay high. Because “higher for longer” sounds like one economic environment. It isn’t. Rates can stay high because economic growth remains stronger than expected. They can stay high because inflation refuses to die. They can stay high because an energy shock pushes prices higher. And long-term bond yields can stay elevated because investors demand more compensation for inflation, fiscal risk, duration and an enormous supply of new debt. Same headline. Different causes. Different winner

For years, one of the simplest stablecoin theses has been: Money moves onchain → traditional payment rails become less important → Visa and Mastercard get disrupted. Makes sense. But something happened this week that made me question whether we’ve got the second half of that equation wrong. On September 22, SoFi announced it was moving its entire debit and credit card program onto stablecoin settlement using SoFiUSD. Expected annualised volume? More than US$25 billion. But here’s the interesting part. It isn’t bypassing Mastercard. It’s settling through Mastercard’s global payments network. That sent me down a rabbit hole. And I think there might be a much bigger story developing underneath the stablecoin boom. 💳 THE DISRUPTORS ARE MEETING THE TOLL ROADS Stablecoins solve some genuine prob

Replying to @Adz5150: @WallStreet_Tiger @TigerEvents @TigerStars @TigerObserver 🤷‍♂️ 🤪//@Adz5150:🌕 Different markets. Different time zones. Same moon. My Mid-Autumn Tiger imagined as one global community, connecting markets, cities and ideas around the world. 🐯🌏 And of course, I couldn’t resist hiding a few Tiger Community Easter eggs in there… 👀😂 How many can you find? 🏮🌕🐯

@TigerEvents @TigerStars @TigerObserver @WallStreet_Tiger 🤷‍♂️🫡

🌕 Different markets. Different time zones. Same moon. My Mid-Autumn Tiger imagined as one global community, connecting markets, cities and ideas around the world. 🐯🌏 And of course, I couldn’t resist hiding a few Tiger Community Easter eggs in there… 👀😂 How many can you find? 🏮🌕🐯

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