what do you think is the best hyperscaler to buy now at current prices? i think alphabet, but the search slowdown worries me a bit. but 100% cloud growth is impressive
2026-10-30 16:26:29
3
Iski :
The infrastructure delay comes from the energy bottleneck, specifically in ASEAN. Look into Small Modular Reactors; pretty much every state in Southeast Asia is now positioning itself to develop nuclear power. Geopolitically, there are also some interesting deals, such as Vietnam signing a 60-year nuclear project deal with Moscow; live hedging between Pax Silica & Pax Sinica, haha.
2026-10-31 09:00:31
0
lew :
most wall fall, some will remain
2026-11-02 21:50:25
0
jspur2008 :
What are your thoughts on how rates are affecting 27-28 refinancing wall
2026-11-01 16:29:09
0
mesasuave :
Thoughts on KEEL?
2026-11-06 12:04:19
0
To see more videos from user @rnhcapital2, please go to the Tikwm
homepage.