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@Eric714 "Forget code. Follow concrete copper & coolant. Winners: $SCHN $VRT $ETN $ABB $SIEMENS $LEGRF 10/11"
X Link @Eric714 2025-10-08T04:48Z 2310 followers, XXX engagements

"AI capex is breaking recordsbut not the economy. Barclays says hyperscaler spending added +1% to US GDP in 1H25 and thats probably the peak. The next two years Downhill. Growth impulse fades from XXX XXX XXX. Turns out hype scales faster than GDP"
X Link @Eric714 2025-10-15T18:54Z 2310 followers, XX engagements

"🔥 Options traders went DEFCON-2 on Friday 📉 Stocks barely moved but options XXX M contracts all-time record 🛡 Hedging frenzy not panic 🤖 CTAs flirting with sell triggers gamma slipping. 🎯 AI still the only thing keeping the market honest Vols alive. Premiums expensive. This week Strap in its earnings season #OptionsTrading $SPX #Volatility #AI #MarketUpdate"
X Link @Eric714 2025-10-13T03:19Z 2310 followers, XXX engagements

"Northern Virginia = XX % of global capacity. If AI is a brain Virginia is its prefrontal cortex. 🧠 9/11"
X Link @Eric714 2025-10-08T04:48Z 2310 followers, XXX engagements

"🏗 Building cost: Old data center $XX M / MW AI-ready $XX M / MW XX more power-dense liquid-cooled DC-driven. 3/11"
X Link @Eric714 2025-10-08T04:48Z 2309 followers, XXX engagements

"Everyones betting on a slowdown but what if the US economy picks up steam instead 🔥 The trades that could pop: Small caps $IWM thrive in recoveries 📈 Mexican peso $MXN tied to US growth 💵 Yield curve steepeners long rates up short rates steady 📊 Japan rates BoJ may finally hike Oil usually rips early in expansions 🛢 If its not growth but just a bubble profitless tech runs wild again. 🐒💻 #Stocks #SP500 #Trading $SPX $SPY"
X Link @Eric714 2025-10-02T20:06Z 2310 followers, XXX engagements