only 2.2 M members?

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I think the main threat is still going to be in inflation. .4% m/m means we’re on track to see an annual increase of 4.8%, and any lowering of the rate will only increase that.

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That is a totally valid argument. However, I don't really see economies of scale (which I imagine is the main way of price reduction) hitting GPUaaS data centers any time soon, at least in the medium-term. The main reason for this is because of very very high revenue backlog. If MSFT was able to use their own data centers and not have to buy compute from CRWV or NBIS they absolutely would since it's cheaper. But there is so much demand it spills off to these smaller players. Another way economies of scale could be reached would be through a singular player attempting to consolidate the market via M&A. Right, the market is very fragmented - you are seeing these companies pop up out of nowhere. As long as this market stays fragmented, you aren't really going to have one player with significantly cheaper prices than the other. And even if one player has significantly cheaper prices, there is so much demand that MSFT or whoever will pay the extra premium to get their hands on more compute. So why will this market remain fragmented? None of these new data center companies have the cashflow to acquire another. They are spending their money on CapEx not M&A. And why don't AWS or Google or MSFT just buy these data centers? I don't have the answer to this, I imagine they could be risk-averse on AI and it makes more strategic sense to let others cough up the CapEx and they only pay for the compute, but also they are spending record amounts on CapEx so I'm not sure. There is also very little precedent to postulate that they will lead a consolidation - the only transaction I can find is the AWS acquisiton of Talen's data center campus. By large, they build their own data centers. Maybe, I was just rambling. Let me know your thoughts as this is an interesting perspective to think about.

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Could be the effect of recent leadership changes, maybe it will pump back to $31 before an M&A.

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OPEN GAMMA SQUEEZE TOMORROW LOL. BEARS IN SHAMBLES, SHORTS IN SHAMBLES. OPEN THE NEXT CUCK M E

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Is Apple going to ruin SPY’s day again? What to play other than SPY today m, maybe NVDA dailies? It’s pretty inflated too though I’m legitimately not sure what to gamble on today

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US AUG. CONSUMER PRICES RISE 0.4% M/M; EST. +0.3% US AUG. CONSUMER PRICES RISE 2.9% Y/Y; EST. +2.9% US AUG. CORE CPI RISES 0.3% M/M; EST. +0.3% US AUG. CORE CPI RISES 3.1% Y/Y; EST. +3.1%

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Yeah i agree. Bad CPI but worse employment so we probably get a 25 bps cut. This CPI took 50 bps off the table, no way we cut rates that much when we're at .4% M/M

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M/M inflation literally over 2X target and people think this is good lol

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.4% M/M is absolutely bad. Its not a complete disaster but its very much bad.

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