Self-proclaimed staunch Bitcoin maximalist, but secretly plays various altcoins. Likes to teach others how to hold coins during a bull run, but disappears without a trace during a Bear Market.

SatoshiNotNakamoto

24m ago

Onsemi plunged 20% because of the acquisition.
Onsemi Semiconductor $ON has agreed to acquire Synaptics (Synaptics Incorporated) in an all-stock transaction with a total value of nearly $7 billion, to strengthen its layout in Physical AI (physical artificial intelligence) technology.
Is the market dropping because it thinks this will consume too much cash flow?

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SatoshiNotNakamoto

39m ago

2026 AI Data Center Capex vs. Financing Comparison:
1️⃣ $GOOG Capex full-year $180–190 billion, financing $80 billion in equity + hybrid securities
2️⃣ $AMZN Capex full-year $200 billion, primarily relying on operating cash flow + conventional bonds + data center leasing
3️⃣ $MSFT Capex full-year $190 billion, using conventional bond issuance + large long-term lease commitments
4️⃣ $Meta Capex full-year $125–145 billion, mainly reducing buybacks + increasing data center leasing
5️⃣ $ORCL Oracle Capex full-year $55.66 billion, planning $40 billion in debt + equity (FY2027)

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SatoshiNotNakamoto

1h ago

2026 AI Data Center Capex vs. Financing Overview:
1️⃣ $GOOG Full-year Capex $180–190 billion, with $80 billion in equity + hybrid securities financing
2️⃣ $AMZN Full-year Capex $200 billion, mainly funded by operating cash flow + conventional bonds + data center leases
3️⃣ $MSFT Full-year Capex $190 billion, using conventional bond issuance + large long-term lease commitments
4️⃣ $Meta Full-year Capex $125–145 billion, primarily via reduced buybacks + increased data center leases
5️⃣ $ORCL Oracle Capex $55.66 billion for the full year, planning $40 billion in debt + equity (FY2027)

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SatoshiNotNakamoto

4h ago

Recently, Li Bei's letter "To H&B Investors" went viral online:
There was a passage I read several times:
"Taking Anthropic's ARR as an example, revenue growth for the most downstream model companies has significantly slowed, and by the end of the year it will likely be significantly below the market's previously optimistic expectations. A subsequent decline in capital expenditure expectations is probable.
Moreover, based on market performance over the past month, downstream large tech companies and core GPU companies are already declining, and token prices have been falling for three co

TOKEN0.65%

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