MACRO DATA JUST DROPPED& AI NEWS

Hello everyone! Today i want to share some trading ideas with you!

1.

$Alphabet(GOOGL)$ trying to build a TPU ecosystem outside of GCP by exploring spinning TPU into standalone unit while financing third-party data center partners to compete with $NVIDIA(NVDA)$ stack.

That includes investing ~$100M in Fluidstack at ~$8B valuation & backing projects tied to $Leverage Shares 2X Long CIFR Daily ETF(CIFG)$ , $Hut 8 Mining Corp(HUT)$ & $TeraWulf Inc.(WULF)$ to drive TPU demand.

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2.

$CoreWeave, Inc.(CRWV)$ down ~12% after reports that $Blue Owl Capital Inc.(OWL)$ couldn’t secure financing for a $4B data center project the two are co-developing.

Every megawatt CoreWeave can’t build is demand that flows to $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure or $Alphabet(GOOGL)$ Cloud.

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The AI workloads don’t disappear.

3.

MACRO DATA JUST DROPPED

• PCE 2.9% YoY vs. Est. 2.8%

• Core PCE 3.0% YoY vs. Est. 2.9%

• Personal spending +0.4% MoM vs. Est. +0.3%

• Personal income +0.3% MoM vs. Est. +0.3%

• U.S. Q4 GDP +1.4% vs. Est. +3.0%

• U.S. Q4 government spending -5.1% (largest drop since 2020)

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