u/North_Teacher_7522

Cerebras won't be the year's hottest ipo, but the demand around it tells you how hungry public markets are for AI exposure

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I don't think there's a chance this deal can get done without taking on enough debt to get to a 10x+ leverage ratio. Anyone think there's a chance?

It seems like beating earnings has become the expectation. And it makes sense with how high capex has become. Investors need to see massive capex as derisked to justify forward PE.

Still feels crazy nonetheless. Almost as though this is how it would have to be for a "fast takeoff" scenario for AI.

I think Google deserves it. The strongest business of all time and so well poised across the entire AI stack going forward

I wanted a simple way to compare “high-paying” metros after accounting for rent, so I ranked U.S. metro areas by:

median annual wage - (12 × median gross rent)

This is not a full cost-of-living index. It does not include taxes, childcare, transportation, healthcare, roommates, homeownership, or household size.

A few caveats:

• Median gross rent is not the same as current asking rent
• Median wage and median rent are not necessarily from the same household
• This is pre-tax
• This is metro-level data, not city-level data
• This is a rent-only reality check, not a full affordability ranking

Sources:

• BLS May 2024 OEWS metro-area wage estimates
• Census ACS 2024 table B25064, median gross rent

I used Julius to help grab/match/clean the datasets and generate the first-pass analysis, then manually checked the outputs.

Full read-only link to chart published on Julius can be found [here]

Without restrictions from OPEC, the UAE can release an additional 1.5-2.5 mb/d from pre-war output levels. Does this create more tension in the Middle East?

Here's a list of most of the major US exchange-listed companies that provide CPU and memory along with their P/E ratios. Even Micron which has been more of a "value" play is still running close to a ~25 PE.

What do we think? HBM, DRAM, and NAND shortages are going to be here for a bit, but do these shortages justify the valuation multiples we are seeing?

One of these is not like the rest. Almost unbelievable to see the VIX declining amidst every other commodity booming and so much uncertainty in global trade.

Do you guys think any developments here could cause a serious VIX spike?

all i did was prompt:

"can you make an html interactive dashboard that compares SPY and QQQ along with the price of Gold over the past 3 years along with key market drivers and inflection points"

and it just worked