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In today's episode, LG and Vincent break down why traditional neocloud companies are struggling despite booming demand for AI computing power, and why SpaceX could have a massive competitive advantage. As rising interest rates and enormous capital expenditures put pressure on CoreWeave and Nebius, SpaceX's diversified businesses, stronger balance sheet, and ability to monetize compute internally could make it a fundamentally different investment opportunity. But there's a catch: Elon Musk's ambitious AI expansion could require up to $400 billion in additional infrastructure investment. Can SpaceX secure enough capital, Nvidia GPUs, and data center capacity to deliver?


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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


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🎙 GUEST INFO 🎙

Vincent: ⁠⁠⁠⁠⁠https://x.com/WhiteCollarExit⁠⁠⁠⁠⁠


📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
















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