People should consider $MSFT $META if market stumbles

牛逼一生，Nebius $NBIS 将于2026年10月1日起上调H100、H200、B200和B300等GPU的按需租赁价格（H100从3.85美元涨至4.50美元/小时），这反映出即使是已上市约4年的老一代芯片，在AI训练和推理需求旺盛的背景下仍具备定价权。 这一动作叠加CoreWeave $CRWV 将2020年发布的A100合同延长至2029年，说明GPU的经济寿命远长于部分看空者预期的2-3年快速折旧周期，老硬件可继续产生稳定租金收入，从而支撑AI云厂商的资产回报和融资能力。 对整个AI行业而言，这意味着算力供给依然紧张、价格不易大幅回落，现有基础设施可更长时间服务于推理、微调等场景，降低部分企业升级最新芯片的紧迫性，同时强化了CUDA生态的长期价值，有利于维持较高算力成本和相关公司的盈利预期。也打败了达里奥的ai降速末日观点

Thots on the Fed hike: Hiking with elevated levels of govt debt it is stimulative. Banks get paid more on their reserves, and rentiers get paid more on their T-bills. The net effect is more consumption, especially of financial assets. Even though the Fed stopped RMP purchases in mid-Aug, if you add the banking balance sheet growth, the total of Fed + Banks' assets are growing which creates money. The net effect is an increase of the quantity of money even as its price increases. This is why financial assets will continue to rise.