Strength & Conditioning Coach
Philadelphia, PA
Joined September 2011
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Josh Hingst retweeted
This SpaceX x Google deal is way bigger than just another AI headline.
Google’s reportedly paying SpaceX $920M every month for AI compute through 2029.
That’s around 110,000 NVIDIA GPUs sitting inside SpaceX data centers.
Here’s what that tells me:
Even Google doesn’t have enough compute.
The real AI fight isn’t just about chatbots or models anymore.
It’s about who controls:
GPUs
Data centers
Cloud capacity
Power
Infrastructure
SpaceX used to just be rockets and satellites.
Now it’s turning AI compute into a cash machine.
After the Anthropic deal, SpaceX’s AI compute contracts could pull in roughly $26B in annual revenue.
That’s wild.
The stocks I’m watching because of this trend:
$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA
$TSLA isn’t directly SpaceX, but the Elon AI infrastructure story still matters.
My take is simple:
AI isn’t just software anymore.
AI is turning into an infrastructure arms race.
Don’t chase hype.
Follow the compute.
Josh Hingst retweeted
🚨 AI might become the biggest political trade in the next decade.
Trump wants every American, not just Wall Street or VCs, to own a piece of the AI boom.
Sam Altman floated the idea first. Bernie Sanders wants a public AI wealth fund. Trump says the government will look i
Josh Hingst retweeted
🚨 $KLAC is not just a semiconductor equipment stock.
Current price: $1,929.20
Today: -$201.88 / -9.47%
Market cap: ~$254B
P/E: ~54.6x.
The market talks about $NVDA, $TSM, $ASML, $MU.
But few people understand KLA’s real role.
$KLAC is the process control and yield management leader.
In simple terms: it helps chipmakers find defects, improve yield, and manufacture advanced chips more efficiently.
That matters because AI chips are becoming harder to produce.
More advanced nodes.
More complex wafers.
More advanced packaging.
More need for inspection and metrology.
Latest quarter:
Revenue: $3.415B
Non-GAAP EPS: $9.40
Free cash flow: $622M
Q4 revenue guide: $3.575B ± $200M.
My view:
$NVDA creates AI compute demand.
$TSM manufactures advanced chips.
$ASML provides EUV tools.
$KLAC helps make sure those chips can actually be produced at high yield.
That is why $KLAC is not a normal equipment company.
But after a big run and with a high valuation, I would not chase.
I’m watching pullbacks in:
$KLAC / $ASML / $TSM / $NVDA / $AVGO / $MU
Best strategy:
Wait for support.
Wait for fear.
Buy the companies controlling the bottlenecks. 🚀
Not financial advice.
