Datacenters Are the New Shale Oil…

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Calls extracted from this episode· 3

CRWVSHORT

SHORT00:00

As far as I’m concerned, datacenters are the new shale…

$99.53+17.84%

METASHORT

SHORT00:00

Do you remember how much pain Zuck had to take on the Metaverse before he finally canned it?? The stock had to completely detonate for him to give up.

$593.00+1.70%

GOOGSHORT

SHORT00:00

now Alphabet (GOOG) has even resorted to its first major equity issuance since 2004 (with Meta reportedly considering one as well now). Despite their desperation to build datacenters, I haven’t seen a single financial model that shows one with a positive ROIC.

$365.76+2.61%

Datacenters Are the New Shale Oil&#8230;

Datacenters Are the New Shale Oil…