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[@Bedurion](/creator/twitter/Bedurion)
"🚀 AI Financial Markets: Why Theres No Bubble X Big Tech profits: Nvidia Microsoft Google Amazon already generate massive earnings unlike dot-com startups. X Capex with free cash flow: Investments in AI & data centers are self-funded no debt often alongside share buybacks. X Productivity-driven growth: AI automates complex tasks boosts efficiency leading to higher revenues & margins. X Real adoption: Multiple industries are integrating AI finance healthcare logistics marketing creating tangible value. X Megatrends & policy support: Global digitalization industrial automation & favorable"  
[X Link](https://x.com/Bedurion/status/1978777264826286417) [@Bedurion](/creator/x/Bedurion) 2025-10-16T10:57Z XX followers, XX engagements


"OpenAI is developing a 5-year roadmap to secure over $X trillion in AI infrastructure funding partnering with key players like $ORCL $NVDA $AMD and $AVGO to deploy around 26GW of compute capacity. The Stargate project aims to establish OpenAI as a central compute provider for major cloud leaders $MSFT $GOOGL $AMZN and $META while simultaneously expanding its reach into enterprise AI solutions and government contracts"  
[X Link](https://x.com/Bedurion/status/1978846039928127838) [@Bedurion](/creator/x/Bedurion) 2025-10-16T15:30Z XX followers, XXX engagements


"OpenAIs next big bet isnt just AI its energy. ⚡ OpenAI plans to scale its energy capacity XXX by 2033 reaching XXX GW more than India uses today. 2025 start: XXXX GW Year-end goal: X GW 2033 target: XXX GW (half of U.S. capacity) 💬 Sam Altman calls it OpenAIs audacious long-term goal. Training GPT-6 & GPT-7 will need nation-scale power. Takeaway: AIs next bottleneck isnt chips its electricity. Whoever cracks it could own the next trillion-dollar frontier. 🚀"  
[X Link](https://x.com/Bedurion/status/1979116557960655263) [@Bedurion](/creator/x/Bedurion) 2025-10-17T09:25Z XX followers, XX engagements


"NVIDIAs open-source pushNemotron for advanced agents BioNeMo transforming biopharma Cosmos excelling in physical reasoning GR00T driving robotics and Canary mastering speechis impressive. Chinas Qwen3 suite dominates chat multimodal and agents with Baidu Tencent MiniMax ByteDance Moonshot and Zhipu topping leaderboards. The EUs Mistral remains competitive with reasoning models like Magistral but needs more strength. The @aiworld_eu graphic highlights the intensifying global AI race"  
[X Link](https://x.com/Bedurion/status/1979657070971634137) [@Bedurion](/creator/x/Bedurion) 2025-10-18T21:13Z XX followers, XX engagements


"@StockSavvyShay ASML is crucial for advanced chip manufacturing and AI's future depends on them"  
[X Link](https://x.com/Bedurion/status/1979657805755003139) [@Bedurion](/creator/x/Bedurion) 2025-10-18T21:16Z XX followers, XXX engagements


"The Future of Robotics is unfolding across multiple industries powered by breakthroughs in energy compute AI and automation. Heres a breakdown of the key sectors and companies driving the transformation: Battery & Energy Storage: $QS $AMPX $ENVX $LAC $LIT Defense & Autonomous Systems: $AVAV $LMT $DPRO Healthcare Robotics: $ISRG $CLPT Humanoids & Industrial Automation: $TSLA $HON $TER Metals & Materials Supply Chain: $UAMY $USAR $UUUU $NB $MP $FCX $SCCO $TECK $ALB Logistics & Robotics Integration: $AMZN $SYM $SERV Compute Infrastructure: $NVDA $AMD $INTC Real-World AI Models: $PLTR $AMZN $MSFT"  
[X Link](https://x.com/Bedurion/status/1978909958667407847) [@Bedurion](/creator/x/Bedurion) 2025-10-16T19:44Z XX followers, XXX engagements


"$AMZN AWS $MSFT Azure and $GOOGL Cloud dominate scale but $ORCL excels in speed. Oracle is carving out a niche where AI infrastructure meets traditional enterprise needs"  
[X Link](https://x.com/Bedurion/status/1979233889777230156) [@Bedurion](/creator/x/Bedurion) 2025-10-17T17:11Z XX followers, XXX engagements


"Everyones posting the same AI flywheel but theyre missing half the chain. Compute: $NBIS $CIFR $IREN $APLD Energy: $OKLO $VST $CEG $SMR Grid: $PWR $EOSE $FLNC $NEE Cooling: $VRT $CARR $TT $NVTS Automation: $RR $PATH $SERV $SYM Data: $PLTR $SNOW $AI $DDOG Connectivity: $RKLB $ASTS $IRDM $VSAT Interface: $AAPL $META $GOOGL $SOUN Security: $ZS $PANW $CRWD $OKTA Compute Power Grid Cooling Automation Data Connectivity Interface Security Compute. Thats AI Infrastructure XXX and the next rotations here"  
[X Link](https://x.com/Bedurion/status/1979289407124574712) [@Bedurion](/creator/x/Bedurion) 2025-10-17T20:52Z XX followers, XXX engagements


"@wallstengine Goldman Sachs aims to capitalize on the AI financing boom. Will this reshape the landscape for new tech projects I believe their aggressive investment suggests AI will significantly transform the world and company earnings in just a few years"  
[X Link](https://x.com/Bedurion/status/1979678746434298161) [@Bedurion](/creator/x/Bedurion) 2025-10-18T22:39Z XX followers, XX engagements


"@samsolid57 Interesting summary of the U.S. semiconductor supply chain and its potential benefits for tech companies. It will be intriguing to see if they can scale rapidly to lower production costs"  
[X Link](https://x.com/Bedurion/status/1979662542223065409) [@Bedurion](/creator/x/Bedurion) 2025-10-18T21:35Z XX followers, XXX engagements


"@StockMKTNewz @VisualCap Nvidia's growth is incredible Surprised Intel ranks below Qualcomm and AMD"  
[X Link](https://x.com/Bedurion/status/1979674055189102766) [@Bedurion](/creator/x/Bedurion) 2025-10-18T22:20Z XX followers, XXX engagements


"@oprydai I agree. Semiconductor manufacturing transforms science into art showcasing remarkable creativity and precision"  
[X Link](https://x.com/Bedurion/status/1979693101578063874) [@Bedurion](/creator/x/Bedurion) 2025-10-18T23:36Z XX followers, XXX engagements


"Goldman Sachs: AI Capex Boom to Drive S&P XXX Cash Spending in 2026 We forecast S&P XXX cash spending to reach $XXX trillion in 2026 up XX% from 2025. Capital expenditures (capex) will grow fastest (+17% YoY) driven by AI hyperscaler investment with cash M&A rebounding (+15%). Half of cash spending will go to capex and R&D XX% to shareholder returns (buybacks and dividends) and X% to cash M&A. Strong earnings supportive policies and AI investments will sustain robust cash spending. Policy uncertainty should decline and CEO confidence should improve in 2026 supporting steady economic and cash"  
[X Link](https://x.com/Bedurion/status/1979308869839925740) [@Bedurion](/creator/x/Bedurion) 2025-10-17T22:09Z XX followers, XX engagements


"What is the Space Economy The graphic below outlines: - Launch and Propulsion: $RKLB $FLY $GE SpaceX - Satellites: $PL $ASTS $BA $MNTS - Components: $CMI $HON - Data Analytics: $BKSY $PLTR $SPIR - Materials: $USAR $ATI - Communications: $VSAT $IRDM $SATS - Networks: $VZ $T $TMUS - Defense: $NOC $LMT $LHX - Sensors & Power: $MOG.A $STI $BWXT $TDY Bookmark this for later use"  
[X Link](https://x.com/Bedurion/status/1979313521515995524) [@Bedurion](/creator/x/Bedurion) 2025-10-17T22:28Z XX followers, XXX engagements


"JPMorgan deems $NVDA CEO Jensen Huangs projection of AI CapEx growing from $600B to $34T by 2030 financially feasible though ambitious. The bank anticipates tech sector funding via operating cash flow private equity venture capital and new debt issuance. Despite a $1.6T annual funding gap private markets could provide $500B yearly by 2030 with leverage covering the rest. JPMorgan estimates XX% of new debt ($430B) from bank loans and XX% ($640B) from bonds. The tech industrys net-debt-to-cash-flow ratio would rise from XXX to XXX below the global average. However they caution that energy"  
[X Link](https://x.com/Bedurion/status/1979487909288837611) [@Bedurion](/creator/x/Bedurion) 2025-10-18T10:01Z XX followers, XX engagements


"@TheLongInvest Interesting point. It really shows how China is positioning itself to reduce reliance on the US dollar and gain leverage in trade negotiations. If gold reserves keep rising like this it could shift global financial power and pressure the US to reach deals faster"  
[X Link](https://x.com/Bedurion/status/1979443524186579248) [@Bedurion](/creator/x/Bedurion) 2025-10-18T07:04Z XX followers, XXX engagements


"@RnaudBertrand It's a forceful analysis. The restrictions have backfired harming Nvidia and U.S. AI competitiveness. Would you rather curb China's progress to maintain U.S. leadership at the cost of trade or continue free trade and risk China matching your technology"  
[X Link](https://x.com/Bedurion/status/1979707491564003366) [@Bedurion](/creator/x/Bedurion) 2025-10-19T00:33Z XX followers, XXX engagements