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@TheValueist "$DLR Digital Realty Trust Inc: The company raised its annual revenue and core funds from operations forecast on Thursday as it expects an increase in demand for data center services due to businesses accelerating digital transformation efforts. The real estate investment trust now expects revenue between $XXXX billion and $XXXX billion for the year compared with its earlier projection in the range of $XXXX billion and $XXXX billion. It forecast annual core FFO in the range of $XXXX to $XXXX per share up from its earlier outlook of between $XXXX and $XXXX apiece. For the second quarter ended"
@TheValueist Avatar @TheValueist on X 2025-07-25 11:35:09 UTC 1567 followers, XXX engagements

"$NOW ServiceNow Q2 2025 Earnings Call: Comprehensive AI Cloud Computing & NVIDIA Analysis Executive Summary ServiceNow's Q2 2025 earnings call revealed an aggressive AI-first strategy that positions the company as the central orchestration layer for enterprise AI deployments. The company has transformed from a workflow automation platform to what CEO Bill McDermott calls "the extensible AI operating system for the agentic enterprise." With AI Control Tower exceeding full-year targets in just XX days Now Assist usage growing 9x in three months and a deepening partnership with NVIDIA on custom"
@TheValueist Avatar @TheValueist on X 2025-07-23 23:27:31 UTC 1570 followers, XXX engagements

"$GOOGL $NOW (Bloomberg) -- Alphabet Inc.s Google inked a deal worth more than $X billion to provide cloud-computing services to software firm ServiceNow Inc. a win for Google Clouds efforts to get major enterprises onto its platform. ServiceNow committed to spending $XXX billion over five years according to a person familiar with the agreement who asked not to be identified discussing internal information. ServiceNow said it has deals with multiple cloud platforms to provide services and declined to disclose the value of individual contracts. Google declined to comment. In the past many big"
@TheValueist Avatar @TheValueist on X 2025-07-25 10:16:48 UTC 1570 followers, XXX engagements

"$DLR Digital Realty Q2 2025 Earnings Call - AI Cloud Computing & Data Center Technology Analysis Executive Summary Digital Realtys Q2 2025 earnings call revealed significant insights about AI adoption patterns infrastructure requirements and the evolving data center landscape. While Nvidia was not specifically mentioned the company provided extensive commentary on AI workloads deployment patterns and infrastructure needs. The key takeaway is that AI adoption remains in early innings particularly for enterprise customers with deployment heavily concentrated in the U.S. but expected to"
@TheValueist Avatar @TheValueist on X 2025-07-25 12:03:03 UTC 1567 followers, XXX engagements

"Watch the pump in $RKT if JPow gets fired. Citron and other hyping it up"
@TheValueist Avatar @TheValueist on X 2025-07-21 17:31:16 UTC 1570 followers, XXX engagements

"$COUR Coursera Q2 2025 Earnings Call - Comprehensive AI and Technology Analysis Executive Summary While Courseras Q2 2025 earnings call extensively discussed AI and generative AI initiatives there were no specific mentions of data centers cloud computing infrastructure or Nvidia. The AI discussion focused primarily on three areas: (1) AI/GenAI educational content and skills training (2) AI-powered platform features enhancing learning experiences and (3) AIs transformative impact on workforce education demand. The company positions itself as a critical player in the AI education ecosystem"
@TheValueist Avatar @TheValueist on X 2025-07-28 01:18:31 UTC 1571 followers, XXX engagements

"Hahaha - turning $VST into a stonk. Defiance Launches VSTL: The First 2X Leveraged ETF on VST (Vistra Corp) MIAMI July XX 2025 (GLOBE NEWSWIRE) -- Defiance ETFs a leader in thematic and leveraged exchange-traded funds today announced the launch of a new innovative ETF: the Defiance Daily Target 2X Long VST ETF (Ticker: VSTL). VSTL provides investors with amplified 2X daily exposure to Vistra Corp. (VST) empowering retail investors to capitalize on high-growth opportunities in the energy sectors without the need for a margin account. VSTL aims to provide XXX% of the daily performance of Vistra"
@TheValueist Avatar @TheValueist on X 2025-07-22 11:33:23 UTC 1570 followers, XXX engagements

"$MC LVMH S1 2025 Earnings Call - Analysis of AI/Technology Discussions Executive Summary No discussions of AI generative AI data centers cloud computing or Nvidia were found in the LVMH S1 2025 earnings call transcript. Detailed Analysis Search Results After a comprehensive review of the entire LVMH S1 2025 earnings call transcript dated July XX 2025 I found: Zero mentions of generative AI or artificial intelligence Zero mentions of data centers Zero mentions of cloud computing Zero mentions of Nvidia or any semiconductor/chip companies Zero mentions of any technology infrastructure topics"
@TheValueist Avatar @TheValueist on X 2025-07-24 18:40:35 UTC 1569 followers, XXX engagements

"$CEG $VST $TLN $NRG (Bloomberg) -- Business and households supplied by the largest US grid will pay $XXXX billion to ensure there is enough electricity supply to meet soaring power demand including that from a massive buildout in AI data centers. The payouts to generators for the year starting June 2026 topped last years record $XXXX billion according to PJM Interconnection LLC which operates the grid stretching from the Midwest to the mid-Atlantic. That puts the capacity price per megawatt each day at $XXXXXX from $XXXXXX. This is the first auction that included both a price floor and cap."
@TheValueist Avatar @TheValueist on X 2025-07-22 20:05:19 UTC 1567 followers, 5820 engagements

"Exactly what I said $INTC is a dumpster fire"
@TheValueist Avatar @TheValueist on X 2025-07-28 01:45:29 UTC 1570 followers, XXX engagements

"$SMCI Super Micro Computer operates at the inflection point where the White House AI Action Plans pillars of infrastructure buildout semiconductor selfsufficiency and nationalsecurity compute converge and the documents repeated emphasis on vast AI infrastructure highsecurity data centers and commodity compute spot markets reshapes the companys attainable total addressable market margin structure and geopolitical risk profile over the next XX years. Demand for SMCIs GPUdense liquidcooled rackscale systems is levered to the plans streamlined NEPA exclusions and FAST41 treatment for data"
@TheValueist Avatar @TheValueist on X 2025-07-23 15:07:28 UTC 1564 followers, XXX engagements

"The following are the pivot points for the Invesco $QQQ Trust. Pivot High: $XXXXXX Pivot Low: $XXXXXX. These were calculated using the DeMark method. It is generally believed to be bullish when price breaks out above the pivot high or bearish when price breaks down below the pivot low"
@TheValueist Avatar @TheValueist on X 2025-07-24 20:29:01 UTC 1568 followers, XXX engagements

"$CEG $VST $TLN $NRG *BIGGEST US GRID SETS CAPACITY PRICE AT RECORD $XXXXXX A MW-DAY"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:04:17 UTC 1570 followers, 9389 engagements

"$GS $NVDA Goldman Sachs staff now write a million gen AI prompts a month"
@TheValueist Avatar @TheValueist on X 2025-07-26 01:53:54 UTC 1570 followers, XXX engagements

"$PENG Penguin Solutions Q3 2025: Comprehensive AI & Data Center Analysis Executive Summary While Penguin Solutions did not mention Nvidia or generative AI specifically the entire earnings call was fundamentally centered around AI infrastructure deployment with the company positioning itself as a critical enabler of enterprise AI adoption. The company's thesis that 2023-2024 AI investments would translate to production deployments in 2025-2026 appears to be materializing with concrete evidence of enterprise-scale buildouts beginning. Key AI-Related Findings X. AI Adoption Timeline & Market"
@TheValueist Avatar @TheValueist on X 2025-07-09 19:33:25 UTC 1570 followers, XXX engagements

"$EQIX *ELLIOTT IS SAID TO BOOST STAKE IN DATA CENTER REIT EQUINIX"
@TheValueist Avatar @TheValueist on X 2025-07-21 14:58:54 UTC 1565 followers, XXX engagements

"A good thought to check. I am not sure what data you are looking at however $GOOGL has outperformed $QQQ since January X 2007. That being said QQQ is a phenomenal index ETF beautifully capturing momentum and trends with its rebalancing and reconstitution. It is anything but passive"
@TheValueist Avatar @TheValueist on X 2025-07-22 14:38:42 UTC 1570 followers, XXX engagements

"$ROG Roche Holding AG S1 2025 Earnings Call: AI & Technology Analysis Executive Summary The Roche S1 2025 earnings call contained limited but strategically important references to AI and cloud computing technologies. As a pharmaceutical and diagnostics company Roche's AI discussions focused primarily on operational efficiency and R&D productivity improvements rather than core product development. Notably absent were any mentions of generative AI data centers or Nvidia. Detailed AI Mentions X. R&D Process Automation and Efficiency Speaker: Thomas Schinecker (CEO) Context: Discussing resource"
@TheValueist Avatar @TheValueist on X 2025-07-24 18:50:59 UTC 1571 followers, 1150 engagements

"$GOOGL $AVGO $NVDA *ALPHABET SEES FY CAPEX ABOUT $85B SAW ABOUT $75B EST. $73.31B"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:07:04 UTC 1564 followers, 4740 engagements

"The White House document outlines an aggressive wideranging policy framework that places artificial intelligence at the center of U.S. industrial strategy. The scale breadth and deregulatory bias of the initiative imply a multiyear capital expenditure cycle across semiconductors energy data centers and defense while simultaneously accelerating adoption of AI software throughout the economy. From an investment standpoint the proposal acts as a forcemultiplier for cash flows of infrastructure providers and select upstream technology vendors redistributes economic rents across the model stack"
@TheValueist Avatar @TheValueist on X 2025-07-23 14:54:00 UTC 1567 followers, 1134 engagements

"If you are looking for defense names $XAR is a great place to start"
@TheValueist Avatar @TheValueist on X 2025-07-11 15:04:56 UTC 1564 followers, XXX engagements

"To my previous post about these wrappers and IDEs being nothing more than simply traffic generation for the frontier LLMs. They are like SEO. There is a very low likelihood the number two guy in at Windsurf would have gotten screwed like this if there was real value in Windsurfs business. Still all great for the GAI infrastructure trade and $NVDA"
@TheValueist Avatar @TheValueist on X 2025-07-24 18:09:28 UTC 1570 followers, XXX engagements

"$INTC Intel Q2 2025 Earnings Call - AI Data Center & Cloud Computing Deep Dive Analysis Executive Summary Intel's Q2 2025 earnings call revealed a company acknowledging its significant lag in AI while articulating a differentiated strategy focused on inference and agentic AI rather than competing head-on with Nvidia in training. The company is pivoting from a "silicon-centric" to a "full-stack" AI approach targeting edge inference and emerging agentic workloads. Data center performance showed mixed results with traditional server strength offset by hyperscale volatility while the company"
@TheValueist Avatar @TheValueist on X 2025-07-24 23:15:46 UTC 1564 followers, 1369 engagements

"$VRSN VeriSign Q2 2025 Earnings Call: Comprehensive AI Cloud Computing & Technology Infrastructure Analysis Executive Summary VeriSign's Q2 2025 earnings call revealed a nuanced and strategically cautious approach to AI adoption with CEO Jim Bidzos providing extensive commentary on both the opportunities and risks AI presents to the domain name industry. Notably VeriSign maintains a deliberate strategy of avoiding public cloud infrastructure in favor of its proprietary physical infrastructure across 60+ countries. No mentions were made of Nvidia specific data center vendors or detailed AI"
@TheValueist Avatar @TheValueist on X 2025-07-24 23:03:13 UTC 1568 followers, XXX engagements

"$CEG $VST *CONSTELLATION ENERGY SHARES JUMP X% POSTMARKET ON PJM RESULTS"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:03:27 UTC 1567 followers, 3458 engagements

"(Bloomberg) -- The US and European Union agreed to deal that will see the bloc face XX% tariffs on most of its exports including automobiles staving off a trade war that could have delivered a hammer blow to the global economy. The pact comes less than a week before a Friday deadline for President Donald Trumps higher tariffs to take effect. The president in May threatened to impose a XX% duty on nearly all EU goods adding pressure that accelerated negotiations before lowering that to 30%. Trump announced the deal Sunday after a meeting with European Commission President Ursula von der Leyen."
@TheValueist Avatar @TheValueist on X 2025-07-27 17:59:27 UTC 1570 followers, XXX engagements

"Amazing Elon has his hands in X of these companies. Rumor Anthropic raising a new round at $150bn now"
@TheValueist Avatar @TheValueist on X 2025-07-26 22:34:44 UTC 1570 followers, XXX engagements

"$GS bullish Goldman Sachs Group Inc: The bank has decided not to go ahead with a second round of broad performance-based job cuts from its 46000-strong workforce this year after a better-than-expected recovery in investment banking Financial Times reported. The bank's investment banking fees and client engagement have risen alongside continued strength in its trading division the FT report said citing people familiar with the matter. Goldman's move on the cuts is subject to change if economic conditions shift the newspaper said"
@TheValueist Avatar @TheValueist on X 2025-07-24 13:16:00 UTC 1564 followers, XXX engagements

"$APH *AMPHENOL TURNS NEGATIVE DURING EARNINGS CONF CALL DOWN 1.5%"
@TheValueist Avatar @TheValueist on X 2025-07-23 17:25:03 UTC 1567 followers, XXX engagements

"$NDAQ Nasdaq Q2 2025 Earnings Call: Comprehensive Analysis of AI Data Centers and Cloud Computing Executive Summary Nasdaq's Q2 2025 earnings call revealed significant investments and strategic initiatives in artificial intelligence particularly in their Financial Technology division. The company is deploying AI across two main tracks: integrating AI into products for clients and using AI internally for operational efficiency. Data center expansion and cloud infrastructure play supporting roles in their technology transformation strategy. Notably Nvidia was not mentioned during the call. 1."
@TheValueist Avatar @TheValueist on X 2025-07-24 18:38:41 UTC 1568 followers, XXX engagements

"This $INTC earnings call was a total dumpster fire. They are a melting ice cube. There is no way they can penetrate the $NVDA stranglehold on the GPU accelerator market and $AMD has completely caught up with them on the CPU side"
@TheValueist Avatar @TheValueist on X 2025-07-25 02:16:56 UTC 1564 followers, XXX engagements

"$DAL - I had to fact check this. Delta Air Lines Q2 2025 Earnings Call - AI and Technology Analysis Executive Summary Delta Air Lines Q2 2025 earnings call revealed limited but strategic discussion of AI and technology initiatives. The company is implementing AI in three key areas: revenue management (Fetcherr) customer experience (Delta Concierge) and operational efficiency (predictive intelligence). Notably absent were discussions of generative AI data centers cloud computing infrastructure or Nvidia. The technology narrative focused on practical AI applications rather than infrastructure"
@TheValueist Avatar @TheValueist on X 2025-07-25 15:36:02 UTC 1567 followers, XXX engagements

"Sam Altmans extended conversation with Theo Von offers an unusually transparent window into the thinking of the person setting the cadence for the commercial frontier of advanced language models. X fundamental themes emerge. First Altman repeatedly describes artificial intelligence as an exponentialcompounding generalpurpose technology whose bottleneck has shifted from algorithms to physical infrastructurecompute energy and data center real estate. Second he frames the longrun social contract as unfinished: AI will unleash extraordinary productivity but also threatens dislocation surveillance"
@TheValueist Avatar @TheValueist on X 2025-07-25 10:47:06 UTC 1568 followers, XXX engagements

"$NVDA $AMD Jensen Huang and Lisa Su offer congruent but distinct perspectives that taken together sharpen the investment map for AI hardware compute infrastructure and supplychain localization over the next decade. Huangs remarks underscore that the GPU is no longer a point product but an indispensable node in an emerging global AI factory complex. He framed todays buildout as only a few hundred billion dollars into what will become a multitrilliondollar annual capex envelope driven by the need to manufacture tokens continuously rather than ship static software. That thesis extends Nvidias"
@TheValueist Avatar @TheValueist on X 2025-07-24 12:23:19 UTC 1565 followers, XXX engagements

"Do people understand this is only one LLM provider They must be seeing astronomical demand. Still the first inning in GAI infrastructure buildout. $NVDA $TSM $ORCL $CEG $VST"
@TheValueist Avatar @TheValueist on X 2025-07-22 12:54:07 UTC 1571 followers, 2467 engagements

"$GOOGL FCF getting destroyed by capex which is great for $NVDA $AVGO. Let's hope it is a positive ROI for GOOGL to keep the GAI infrastructure trade alive"
@TheValueist Avatar @TheValueist on X 2025-07-23 20:24:38 UTC 1568 followers, 1186 engagements

"$VRT $ETN $PWR (Bloomberg) -- Schneider Electric shares gain as much as XXX% the most in six weeks. The electrical power equipment manufacturer reiterated its full-year guidance on a pre-close analyst call which Oddo BHF said is reassuring. Analyst found pre-close analyst call comments quite reassuring and sees a guidance miss as far less probable Consensus estimates are at the bottom of the top-line range meaning the market had been expecting a miss Seasonality of free cash flow will be back-end loaded with 2H much stronger analyst notes"
@TheValueist Avatar @TheValueist on X 2025-06-27 12:12:55 UTC 1569 followers, XXX engagements

"$TSLA (Business Insider) Tesla told some workers it plans to launch its Robotaxi service in the Bay Area this weekend. Robotaxis will have a safety monitor in the driver's seat with full access to the brake and steering wheel. The California DMV said Tesla has not secured a permit for driverless testing. Tesla told staff on Thursday it plans to launch its Robotaxi service in San Francisco this weekend according to an internal memo viewed by Business Insider. The company said its timeline for the launch had been moved up and the service could launch as soon as Friday. Some Tesla owners will be"
@TheValueist Avatar @TheValueist on X 2025-07-25 11:53:30 UTC 1570 followers, XXX engagements

"$VRSN (Bloomberg) -- VeriSign reported revenue for the second quarter that met the average analyst estimate. SECOND QUARTER RESULTS Revenue $XXXXX million +5.9% y/y estimate $XXX million (Bloomberg Consensus) (2 estimates) New domain name registrations processed 660000 EPS $XXXX vs. $XXXX y/y COMMENTARY AND CONTEXT Approved additional authorization for share repurchases of about $XXX million of common stock which brings the total amount to $XXX billion authorized Cash flow from operations was $XXX million for the second quarter 2Q cash cash equivalents and marketable securities of $594"
@TheValueist Avatar @TheValueist on X 2025-07-24 21:25:28 UTC 1568 followers, XXX engagements

"Given last night's $GOOGL earnings and capex build as well as data points from other earnings thus far I believe this $NVDA 12/17/27 c200/270 bull spread for $XXXXX is one of the best r/r GAI infrastructure opportunities in the market now. You must be willing to hold until expiration and let the story play out. Set it and forget it. IRRs at expiration of XX% for stock at $XXX and XX% for stock at $XXX. Breakeven of $XXXXXX so the downside is limited"
@TheValueist Avatar @TheValueist on X 2025-07-24 14:08:07 UTC 1568 followers, XXX engagements

"Somehow @coatuemgmt left off all the US merchant power names. $CEG $VST $TLN $NRG"
@TheValueist Avatar @TheValueist on X 2025-07-22 23:33:19 UTC 1567 followers, XXX engagements

"$CEG $VST $TLN $NRG - it will be a hot week"
@TheValueist Avatar @TheValueist on X 2025-07-23 04:03:34 UTC 1570 followers, XXX engagements

"Heres how the implied earnings-day moves of these companies fared in past earnings: Overpriced: Amphenol (5/8) Boston Scientific (7/8) Freeport (6/8) GE Vernova (5/5) Hilton Worldwide (6/8) ServiceNow (5/8) Underpriced: Alphabet GOOGL (7/8) Alphabet GOOG (5/8) IBM (5/8) Lamb Weston (5/8) Tesla (6/8) No clear trend: Fiserv Las Vegas Sands Molina Thermo Fisher United Rentals"
@TheValueist Avatar @TheValueist on X 2025-07-23 11:11:20 UTC 1570 followers, XXX engagements

"$CEG $VST $TLN $NRG The 2026/2027 PJM Base Residual Auction cleared 134311 MW UCAP at the FERCapproved cap of $329.17/MWday across every zone versus $269.92/MWday RTOwide in the prior auction and well below the prioryear zonal highs of $466.35/MWday and $444.26/MWday in BGE and Dominion. The uniform clearing at the cap implies that marginal supply is now systemwide rather than local confirming that the upward step change in the administrative cap implemented this cycle instantly became binding. Aggregate capacity revenues for the delivery year will rise approximately XX % for RTOwide"
@TheValueist Avatar @TheValueist on X 2025-07-22 20:34:44 UTC 1567 followers, 1022 engagements

"$NEE NextEra Energy AI & Data Center Deep Dive Analysis Q2 2025 Earnings Call - Technology Customer Focus Executive Summary NextEra Energy has emerged as a critical infrastructure provider for the AI revolution with over XXXX GW of power generation capacity dedicated to technology and data center customers. The company added over X GW of hyperscaler contracts in Q2 2025 alone demonstrating accelerating momentum in capturing AI-driven power demand. While Nvidia was not specifically mentioned the hyperscaler customers NEE serves are the primary consumers of Nvidia's AI chips making NEE a"
@TheValueist Avatar @TheValueist on X 2025-07-23 14:50:15 UTC 1567 followers, XXX engagements

"This is an outstanding $GS podcast on how critical power is to the GAI infrastructure buildout"
@TheValueist Avatar @TheValueist on X 2025-07-18 22:51:53 UTC 1570 followers, 1803 engagements