u/SamLeCoyote_Fix_1

What impact will this have on AMD in Nvidia?

Is the much-feared crash getting dangerously close, perhaps by the end of May?

The end of the Powell era, if it results in fewer purchases or a slower pace of reinvestment, could reduce the favorable “portfolio effect” for equities. Warsh criticized post-pandemic policies, which he believes have overextended the monetary base and contributed to inflation, and called for a refocusing on the price stability mandate. Warsh advocated for a policy aimed at reducing the Fed’s assets and mentioned the need to work with the Treasury to manage this transition.

Looks serious. It's not often you see movements like that. Are you getting on the train?

I'm looking at $FIX and the puts option chart, and it seems like it's practically dead. So, is it really a good idea to buy there when there's little visibility and few other players? My initial reaction would be no. However, this stock is likely to fall (personal point of view). It was at $450, 52 weeks ago, and today it's at $1972, while its main competitor in the same sector, $STRL, is falling sharply -6.2% today. You know what, I will buy puts of $FIX, just for the test.

Oups !

What is the price target?

Oups !

"CEREBRAS (THE FUTURE OF AI IS WAFER SCALE!)". We will see...

Four trillion transistors. 125 petaflops. One silicon wafer. The world’s largest and most powerful processor for AI training and inference. The IPO is expected to be priced this week on the Nasdaq under the ticker “CBRS”. The company’s total implied valuation is now estimated at around $34–35 billion in base market cap. Is this yet another competitor for Nvidia, given their existing partnership with OpenAI?

Maybe but there is evidence demonstrating: a structural conflict of interest, a systemic bullish bias, an economic dependence on bull markets, and the media's use of price targets to fuel flows. Is Wells Fargo "lying"?

Three plausible hypotheses:

- Wells Fargo genuinely believes the AI ​​cycle still justifies extreme multiples.

- Wells Fargo believes in the AI ​​theme but also knows that the current euphoria facilitates distribution and institutional liquidity.

- The entire system—banks, ETFs, financial media, options, retail—has become reflexive and self-perpetuating, independent of its true long-term fundamental value.

Check out the analysis published by the tech news site VentureBeat on May 8, 2026. It combines financial data from the research firm Gartner with an in-depth technical study conducted by the Cast AI platform.

The result is an incredible paradox: the $401 billion spent on infrastructure is offset by the low rate of hardware utilization, based on Cast AI's technical study. The staggering figure of 5% average GPU utilization comes directly from Cast AI's annual report, published on April 20, 2026. To arrive at this statistic, the company analyzed the activity of 23,000 Kubernetes clusters (AWS, Azure, Google Cloud) used by thousands of organizations.

So what about about buying $FIX ??? and AI infrastructure etf ???

Check out the analysis published by the tech news site VentureBeat on May 8, 2026. It combines financial data from the research firm Gartner with an in-depth technical study conducted by the Cast AI platform.

The result is an incredible paradox: the $401 billion spent on infrastructure is offset by the low rate of hardware utilization, based on Cast AI's technical study. The staggering figure of 5% average GPU utilization comes directly from Cast AI's annual report, published on April 20, 2026. To arrive at this statistic, the company analyzed the activity of 23,000 Kubernetes clusters (AWS, Azure, Google Cloud) used by thousands of organizations.

To all those who are betting on AI infrastructure, be warned, the sales pitch is not necessarily in line with reality, beware of buying a mirage, just hot air.

a part of my portfolio going on SM Energy