DC

Lurcher99

Not me doing the voting, cause I believe you're right on that subset. I just think PE gonna float that boat as long as they can on the big guys. It's a new game for them and the contract durations are long. No derivatives on the DC market yet to bet on either.

OG_TBV

I have a buddy who works as a constitutional lawyer for a senator in DC. He says the overwhelming expectation is govt open by this coming friday

iloverunning11

Honestly I think you're too early, obviously it's close to impossible to time this correctly, but this bubble can keep growing for at least few more years. You can short company that sell those shovels (NVDA, AMD) or stuff that is responsible for DC like Oracle, Avgo.. Valuation of all of them is pretty insane already. Also, MU might be a good candidate for short position if this goes to $ 250, because their sales will drop significantly at some point (it's pretty much cyclical)

tar_baby33

Zuck has been to DC so many times Meta will be fine.

Lurcher99

Hyperscalers signing 10-12 yr datacenter contracts, and not going to go bankrupt. Processor utilization is still off the charts, even for older hardware. I think there will be a big revenue differentiation of selling AI services and companies who don't have a clue how to use it as a competitive advantage. If anything, hedge funds starting to assume risk as they offer financial warehouses for DC builds and hyperscalers not using as much capital to build out. The financial market is starting to have exposure in the mid-term if things go south.

MaybeTheDoctor

> pretty much money market unless Armageddon ... Or somebody in DC decides they they want to default on government debt.

Gom_KBull

So you admit you've been knowingly finding those crooks in DC HUH

jrex035

You asked why some people view them as fascist, I explained why. Especially compared with companies like META and NVDA and Boeing, none of which are so deeply intertwined with the administration itself. >Would you also consider the Obama administration to be facist? No, obviously not. Obama didn't federalize DC, deploy the military to multiple cities on invented pretexts, didn't publicly demand investigations of his politicpretext, on spurious grounds, didn't pardon a thousand people who tried to keep him in office after he lost reelection, didn't claim that every election he or Democrats lost was "rigged," didn't threaten to invade our NATO allies Canada and Denmark, didn't install people loyal to him personally in key government positions including the FBI and DOJ, didn't purge the Joint Chiefs and JAGs, didn't issue more EOs in his first 8 months than most presidents have in 8 years, didn't expand the power of the executive by taking unilateral power to implement tariffs or nationalize businesses left and right, etc.

Majestic-Ad-1448

He was trying to build a DC next to amzn in Indiana. Locals don't want another DC and he's roadblocked by zoning. His meta verse failed now he wants to set up shop and steal talent designs from competitors

GenovaWitness1

Ah yes Netflix what a prestigious institution. I can't wait to see how they make DC movies even worse somehow. I hope they just leave the warner bros lot and those IPs separate from Netflix since I'd be pretty upset if they changed the lot because it's so iconic and such a special place.

trade_thriving

I've been watching Netflix's content strategy evolve and this actually makes a lot of sense to me. They're already paying Warner Bros to produce shows like Stranger Things and Wednesday - why not just own the whole operation? The DC and Harry Potter IP alone could be massive for them. I mean, Disney proved how valuable owning your content library is. But honestly, I'm a bit skeptical about the price tag here. WBD has been struggling and thier debt situation is pretty rough from what I've seen. What I'm really curious about is how this would affect thier relationship with other studios. Netflix has deals all over Hollywood - would those dry up if they become a direct competitor to everyone?

phoenix823

In 2020, absolutely not. Today, much more is. Lots of big companies still haven't moved everything to the cloud, and most that did weren't done prior to 2020. More comprehensive answer: additional net-new builds on the cloud post-DC migration means demand for services keeps going up. AI spend in the cloud drives expenses higher as well.

sirgabblebabble

I’m just tryna gtfo 😔 I thought I had caught the dip it 0.046, all I wanted was a DC

ReadyAimTranspire

I miss living in DC, there was all these Peruvian, Honduran, Ethiopian, whatever chicken places and they were cheap and awesome.

External_Counter378

ok now to save my day I need an orange man to get off a plane in DC and tell reporters he loves quantum

Gorm_the_Old

>Salvadoreans who can't cook Mexican food very well I don't know where you live, but this is literally all of the mid-Atlantic region, unfortunately. Would someone who runs a real Mexican place out west please move to DC and show the locals how it's done?

PaperHandsTheDip

people worried due to DC reports from other guys like Goog

titanking4

Desktop CPU, they are market leaders and mindshare leaders. Laptop CPU, they have minority share and growing, but not that fast. Mindshare is still Intel. Desktop GPU is a bit tragic, RDNA4 is good, but sales aren’t close to Nvidia gaming at all. Not really “conquering”, not even when considering consoles. EPYC is doing great, awesome momentum with great revenue and share growth. And Instinct GPU while having a tiny market share is still making respectable because of how giant this market is, and growth is happening. FPGA market is kinda boring, but AMD is doing well. Console market is mostly AMD, but the switch sells many units running Nvidia hardware. All the other markets are basically inconsequential compared to the size of DC GPU market though. AMD might peak at like 50B annual revenue from non-GPU sales, but the GPUs could easily reach Nvidias current revenues of 100B.

GneissFrog

The idiot-in-chief overpromised and underdelivered. For instance, his comments about talking to China about Blackwell chips got NVDA bulls hyped up and now he walks it back saying the topic never came up? Bullshit. Either China said, 'nah, we're good' or the bipartisan voices in DC calling for it to stay restricted got to him.

GneissFrog

I can't fault NVDA bulls for FOMOing in once Taco started talking about Blackwell chips for China being on the table. That would've been legit additional revenue, not just senseless partnership hype and circular investment bullshit. But with bipartisan support in DC for keeping Blackwell restricted, this issue seems pretty dead in the water.

Master-Sky-6342

Nah. Everybody is mesmerized by Sam Altman. He will go out and say we are very close to AGI and his stock price will skyrocket after the IPO. We reached a point where we lost critical thinking and reasoning by thinking that 13 Billion USD per year annualized revenue (not profit!) company that is about to unleash advertising and allow erotica in its product out of desperation is worth 1T. Moreover, no matter what, GPU life cycles are originally 3 years but it looks like data center owners are doing accounting gimmicks to amortize them in 5 years. This translates into the fact that OpenAI needs to increase its revenues exponentially at least to make up DC agreement or rental cost equivalents in a sustainable way. If they don't come up with something really impressive, all shareholders holding OpenAI shares will be left holding the bag sooner or later.

DemisHassabisFan

and DC

P0tek

I tried Chipotle in a few states, big cities and small once, all the same. The only place I had bad experience is the one not too far from Dulles airport in DC. It was chaos and they were out of original forks, napkins and lids, instead they were offering some generic once. The place felt like knock off Chipotle place. Did not hurt the poritions, the bowl was one of the heaviest i have ever had lol

Conscious-Quarter423

Why the fuck is he making an international trip? He should in DC trying to get the government back opened.

flutasma

GOP controls all 3 branches of the federal govt AND the supreme court... Washington DC grinder servers are working overtime. Easiest call ever.

Salty-Bid1597

In another couple of weeks the Mounties will be able to sweep down to DC unopposed and burn the Whitehouse again.

jay_teigh91

They're holding a show and tell in Washington DC this week. Everything they say about new stuff are making people sploosh.

jensenskawk

You guys gotta watch Jensen’s GTC keynote at Washington DC. NVDA will be the first and only 10 trillion dollar company.

jensenskawk

Been watching all of Jensen’s keynotes and yes 10T is def possible. GTC DC was all about 🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸

WileyCoyote7

Insider trading. Go to the financial district in NYC, where traders go have lunch or drinks after (or during) work, be a fly on the wall. Go to DC, where lobbyists and staffers do the same, be a fly on the wall. /s

Sharp-Direction-6894

Jensen is a busy man. He was a keynote speaker at GTC in Washington DC today, and meeting with Trump in South Korea tomorrow. I bet he has a real nice private jet.

Silkiest_Anteater

Pretty crazy shit. NVDA - Our analysis assumes NVDA means they will ship a total of $500bn of Rubin+Blackwell in CY25+CY26. Our total CY25+CY26 DC GPU revenue is for $360bn. This disclosure therefore suggests on the order of $140bn upside to datacenter GPU revenue over that period. If our interpretation is correct, this would suggest \~$3 EPS upside to our current $6.20 CY26 estimate - Wolfe

Robot_Nerd__

Seriously. People joke. But I am very concerned about next year when his term is up. He's the only adult left in DC.

Crazy_Donkies

The session description literally changed to PLTR at the end of the day. It's not CRWD. It's PLTR. [https://www.nvidia.com/gtc/dc/session-catalog/?search=DC51273&tab.allsessions=1700692987788001F1cG#/](https://www.nvidia.com/gtc/dc/session-catalog/?search=DC51273&tab.allsessions=1700692987788001F1cG#/)

LiberalAspergers

Seriously, it is a very real question if the US militarh would be capable.of defending Taiwan in a conventional war. And there is no way the US woukd glass Beijing to defend Taiwan, because China would have to glass DC and New York in response. And that ends with every single Chinese and US citizen dead, and no US President want to committ suicide to defend Taiwan.

GaslightGPT

This isn’t even mentioning the many business that have jr as a consultant or the executive club in DC with 500k membership

Crazy_Donkies

They changed the session description.   It now says PLTR.  I sold my PATH calls.  https://www.nvidia.com/gtc/dc/session-catalog/?search=DC51273

Karl151

Don’t see it listed here but $AUR has earnings in today and they’re in the NVDA GTC conference in DC

GeneralZex

I don’t think you should look at it from the standpoint of the investment mindset. I think you should look at it from the standpoint of the inflection point we find ourselves as a nation and economy. We are watching a fundamental upending of the world and economic order and what has made the US what it is is not the isolationist policies that are being put forth in DC and the ever growing and proliferation of AI. Balooning his mortgage at this point in time seems like a recipe for disaster.

Crazy_Donkies

https://www.nvidia.com/gtc/dc/session-catalog/?search=DC51273 Speculation is it's NBIS, but I think it's PATH.  Buy at your own risk. 

nemesis24k

I believe you have already stated the obvious answer but you are only focusing on the returns and not the risk which is imo the essential part of investing. Buying a single property is equivalent to buying a single stock not S&p500.- so higher risk which warrants a higher return. Having a portfolio of properties across different regions and such is what he needs to aim for to diversify. Property is relatively illiquid, so price discovery is slower and maintenance and upgrades of the property are a big factor in keeping up to the market price . There is a fair amount of correlation in key markets , the biggest employers are S&p500 and any downturn will mean loss of jobs/ bonus and a few bankruptcies will drag the entire area down - look at DC right now.

Hairy_Builder6419

NVDA owns part of NBIS, not PATH. NVDA already has an agentic relationship with PATH, not NBIS. The location is irrelevant, NBIS is getting multiple things done in DC.

Ok-Evidence4193

It's legit i just saw the video from the ceo of hyperscales touring the data center that includes bitcoin mining and ai facility: [https://www.linkedin.com/posts/miltontoddault\_hyperscale-data-to-launch-on-demand-nvidia-activity-7387185386294460416-W-ww?utm\_source=share&utm\_medium=member\_desktop&rcm=ACoAAELE83wBPSALWwpORyq7DC8xnD-VzGfVyHo](https://www.linkedin.com/posts/miltontoddault_hyperscale-data-to-launch-on-demand-nvidia-activity-7387185386294460416-W-ww?utm_source=share&utm_medium=member_desktop&rcm=ACoAAELE83wBPSALWwpORyq7DC8xnD-VzGfVyHo)

shmoopdoop6969

DC

Stock_King_69420

$GPUS one of the last DC plays

Complex-Note-5274

Oral arguments dont mean shit when you have majority. Anyone in DC who can get leak on when decision? Im sure there are disgruntled clerks. Let the sub know please.

Hairy_monkeh

Considering the other DC stocks that have been flying lately it's crazy that this stock with 50M+ reported revenue in H1 has a cap of 75M while they did the actual investments to pivot from BTC mining > datacentre Let's hope it sustains like this.

PaperHandsTheDip

It's not a bad bet. It's expected that google cloud grow quicker (in %'s) than AWS because it's smaller. Goog has an estimated 130DC's. (GPT) AWS has an estimated \~340DC's. (GPT) \--- If both companies build 10% new datacenters - AWS would report a 3% growth but Goog almost a 10% growth. In absolute terms I believe that AWS is still growing faster than GCP, but GCP has a larger % growth due to it's smaller market size.

Crazy_Donkies

New NVDA partner.  I propose it's PATH.   NVDA session:   https://www.nvidia.com/gtc/dc/session-catalog/?search=DC51273&tab.allsessions=1700692987788001F1cG#/ PATH press releases: https://ir.uipath.com/news/detail/411/uipath-announces-partnership-with-snowflake-to-unite-agentic-automation-and-snowflake-cortex-ai https://ir.uipath.com/news/detail/409/uipath-delivers-trusted-agentic-automation-for-sensitive-workflows-with-nvidia Hope I'm right and the market responds well.  While MAG7 earnings go well. Bought calls.

Altruistic_Court5981

Bessent is not a rich hedge fund manager but actually a soybean farmer all the way from Washington DC

daisykg

It’s the pre market I’m most scared of, after hours yesterday was cruel. If it stays at $2 or hopefully goes up by $0.20-0.30 I’ll just eat the loss and write it off as a painful lesson. I see that annual average target price is $2.23 but then it might as well drop to $0.60 or go up to $4. Very very stupid decision, all those DC posts “yolo” “to the moon” really didn’t help 😅 But that’s on me, fully my fault

breadfan18

I am in the Washington DC area, and yes i missd teh 2-3% bubble unfortunatelt..bought 5 months ago at 6.8%..sucks!

DisjointedHuntsville

Fed meeting, $NVDA GTC in DC, what do you think ?

DizzyMajor5

Bros moved their capital and everyone quit calling them Roman. Shit I guess America quit being a country after we moved from Phili to DC. Another example of people not wanting to give the Ottomans a W. 

IWouldntIn1981

Everything is calls, all the time. The United States is tilting on axis and the market doesnt care. Agriculture is getting rocked, market doesnt care. ICE is running rampant, market doesnt care. Crime is down in DC... because there is a military installation occupying the capital. Market doesnt care. A foreign adversary is getting a military base on US soil. Market doesnt care. Health insurance is being pulled and made more expensive for millions of america. Market doesnt care. Companies and countries are openly bribing the president and his family and they are openly requesting/demanding and accepting them. Market doesnt care. Housing is unaffordable. Market doesnt care. Personal amd government debt is astronomical. Market doesnt care. Delinquency is on the rise. Market doesnt care. Etc, etc, etc, market doesnt care

Easik

I got in at $18, pretty nice so far. I rolled my 18 and 19 calls into 20 calls and shares. I really expect $30 by end of year if BTC performs. All of the other bitcoin miners have already pivoted and run up significantly on the year. MARA has some power and an energized DC in Texas, so I truly expect them to catch a contract for AI from one of the big players once they realize they can't get a DC online and powered for 5+ years.

ai-moderator

#TLDR --- Ticker: MARA Direction: Up Prognosis: Buy calls before DC does. Why?: No longer just a BTC miner. They're becoming a full-stack energy & data infrastructure company, cozying up to Washington to be the "Made in America" strategic partner for a potential US Bitcoin reserve. Bonus: Institutional ownership is at all-time highs and call options are seeing bullish flows.

KneeControl

WB already ruined DC.

Various_Couple_764

The top 1% have found loopholes in the tax law that allow them to use their stock assets as colateral for a tax free loan which then covers all of their living expenses. So they avoid 90% of the taxes you and I pay. So the richest don't really pay taxes. And since these rich people control large businesses they control their compensation. So they are paying themselves more to spend less time working. Does a billionaire CEO really need a 1 trillion in compensation when he has spent more time in washington DC this year than running his company.

KRock1287

And you don’t think NBIS is doing the exact same thing? NBIS is in a league of its own offering full stack. IREN is DC hosting without a software layer. We’ll see what earnings brings 😎

sNeKbIt99

Management team in DC all week... visiting certain Peeps there.

Preacherbaby

imagine Disney buying it easy Marvel vs DC movies for them

KindAstronomer69

Yes, remains to be seen if they can figure it out though Despite Zaslav's hatchet man act and the enshittification that followed, he certainly set up the film and HBO sides for huge success and looks like a genius for handing over DC to James Gunn and Peter Safran. Say what you will, but he certainly trusted the right people and put them in positions to succeed, which is about as much as you can ask for from a traditional CEO.

adobo_bobo

With 60k a year, I could afford a condo in DC assuming a 20% downpayment. A couple at 120k would have no problems even with the nicer locations with the 1k monthly fees.

Parallelovator

I was at the AUSA conference in DC the other day... AI is going to absolutely boom

tonySopranoKibbeType

Hm IONQ is headquartered in DC

sNeKbIt99

CCCX has NVDA and US plus UK government involvement. Not to mention, the management team was in DC all week chatting to... certain Peeps. 41 M float....

Thin_Rip8995

gov getting equity = real skin in the game if they’re backing quantum this early, it's not about press releases - they want control, upside, and maybe a backdoor or two retail still treating these as meme tickers while DC loading the boat watch what they *buy*, not what they say

Infamous-Ad-8215

The teams been in DC all week talking to the powers that be. I’d bet that’s who this quantum moneys going to

Saturn529

CRML and other critical minerals might be the play going into December. Hearing things around DC….

AverageNo130

Dems in DC have been very dissappointing for our sector so another Dem Senator probably doesn't help cannabis reform at all.

BasSTiD

In case you ever want the daily sheets I added the link below. You can see all short positions in the market and it gets nice and depressing to see 200 billion dollars betting on failure and job loss. This is separate from futures shorts and puts, strictly short positions on equities and ETF’s. I think OTC has their own for smaller tickers. They’ve been consistent around midnight but it’s always between 10P-10A. Click “Stock Loan Balance by Security” and then select your date. Mark to market is largely retail and requires 102% collateral (divide by 102 then multiply by 100 for any share calcs). Hedge is what you think, and they only require 100%. You can take the values in those columns and divide by the closing share price of that day for short position. You will see some discrepancies with Finra when things get crazy. OCC will be higher. I believe this is largely because Finra relies on reported info and stuff can be buried with FTD’s and “accidents”. The OCC is the middle man, only internal lends and clearinghouses would really have the ability to work around them but even in those cases the OCC is still supposed to have the collateral allocated. You will also see a few discrepancies where Finra is higher. This seems to result in people moving in for a squeeze when the report is released just to get blasted. When I went day by day for a few tickers the SI is usually pushed in a direction for a reporting date, then back to where they want it. This leads to the Finra reports now showing what the shorters would want, and it could easily be a trap. Sometimes it isn’t, and it is just multiple large shorts not coordinating. For the most reliable plays from those sheets for marginal gains, look for where hedge shorts disappear and retail doesn’t. Less than 15 tickers will have more retail dollars shorting than Hedge. That’s usually where I start looking. On the exit, if I set prices I’ll be unhappy if it’s wrong. I do use a bit of TA but that’s mainly for entry and exit times for short term. For mid term I’ll sometimes do price, but not with any specific reasons. Long term I like to have a goal that is not the price. AMD as an example had caught up to intel over years in market share. Personal computers are fine, but datacenter is always the income stream. While I used to only run AMD way OTM dated calls, I probably should’ve just went on market share for DC vs Intel. As a bonus that headline itself is worth a nice pop. There’s always something like that hiding for every ticker. Biotech loves FDA dates, car manufacturers need time on lot to be trending down for inventory, etc. And thanks for the kind words. I’m probably wrong, and I know I can rant for way too long, but the little stuff AI can do already in my eyes makes it a strong candidate for here to stay. Look how many people were dumping $300 on a speaker named Alexa only to use it as a cooking timer or crappy Bluetooth speaker. Spend even 10x that and I would think most people could get it to cover itself in just a year. [the occ stock loan by security](https://www.theocc.com/market-data/market-data-reports/volume-and-open-interest/stock-loan-volume)

dont_downvote_SPECIL

Major franchises from Warner Bros: Lord of the Rings, Harry Potter, Game of Thrones, DC Comics and... The Chair Company 💺 🤣

thelastsubject123

NVDA's top line gain far outpaces their equity investments as of most recent filing, it's less than 5B which is way smaller than their TTM 200 which i believe 160-170 will be DC

Fantastic-Joke765

intel had news that kept it in play, but they still don't have any products, desktop chips like gaming etc amd will continue to be the leader, in server epyc Is miles better than xeon, and the real killer, DC gpu intel has nothing. technically intel has products in each if these lines but it's just for show. Intel still sells chips but every year less and that trend will continue unless they come up with better products and they don't have any. the unknown factor is of course intels fabs, will they be good? , will they have customers? , will they even exis? nobody knows and speculation goes wildly both ways, I'm not optimistic as Intel has a decade+ long history of flat out lying that their fabs are better and on track more than they really are, this makes me very sceptical, but I won't assume either way. the problem is even if the fabs are good, and they attract customers, they are still just recouping the half trillion dollars they spent on them, amd on the other hand wins either way, if thr fabs suck intel is dead, if the fabs are fantastic amd gets to use them and take advantage of domestic chip production AND having the better more profitable product.

Strange_Area_5980

I believe it was framed that way to support the war on all illegal drugs. Dealers would likely have drugs and firearms, and that automatically brings much more serious charges regardless of the amount of drugs and firearms present. Currently, most people who have weed and firearms are not dealers. So outdated because of how legal weed is now medically and recreationally across the US. Unfortunately, weed got lumped in with all the other drugs way back when. Nothing gets done quickly in DC. Who knows how long it will take to just change the federal laws on cannabis which would make it no different than alcohol and firearms, which it certainly should be. It will get there eventually based on current trends and legal accessibility to purchase weed in most states. The right to bear arms in the US is one of those deep rooted beliefs. Ironically, possibly much more on the conservative side which historically has severely clashed with cannabis use, until now.

WillyJohnson2222

DC?

brett_baty_is_him

Lotta DC sales for them

Historical_Stage2622

$RR pump when? Nvidia GTC DC from oct 27-29

FearlessStatement144

Please god. T-Mobile outage in Washington DC today.  Please

Ok-Introduction-1940

We gave them the opportunity to join the WTO to keep them from giving the USSR a deep sea port on the Pacific. Kissinger or whoever else was in charge of managing the deal in DC were either idiots or traitors (likely both), because China always ignored WTO rules (and there was never enforcement), China always stole everything, and always maximally infiltrated the US for industrial espionage and the traitors in DC never did anything. That’s why you can never have the bourgeoisie running the government. They just take bribes and sell out the country.

CrowSky007

It feels hard to credit because of how fast it is, as if it is just empty sentiment. And it is a big, recent change. Look at Google Search trends for 'ai bubble' for the past 12 months: [https://trends.google.com/trends/explore?geo=US&q=ai%20bubble&hl=en](https://trends.google.com/trends/explore?geo=US&q=ai%20bubble&hl=en) You see a huge spike in August and a much higher new normal after that. The thing that makes me really nervous, though, is the location of 'ai bubble' search intensity. Highest in DC (legislators), followed by Washington (Microsoft), Massachusetts (MIT), California (Silicon Valley), New York (Wall Street), Maryland (technical corporate HQ center for lots of corporations), Oregon (quietly one of the biggest per capita data center hubs), etc. Honestly seems like this is a strong-ish indicator of insider knowledge, not just broad sentiment.

Much_Candle_942

I don't like APLD.. not convinced of their DC "construction" business that sounds like just buying chips (hopefully they arrive), components, connecting them together, arrange power (hopefully that nuclear reactor comes online), connectivity (hopefully those cables work), cooling, environmental regulations, then making rental income from it. Open to be persuaded otherwise. Any sound arguments? Not a ghey-ber here. Just want to pick up some quality $hit. I've more faith in crypto-turned-AI plays like IREN and CIFR than anyone "constructing" a new DC, hoping to be profitable in 2027.

Much_Candle_942

I don't like APLD.. not convinced of their DC "construction" business that sounds like just buying chips, components, connecting them together, arrange power, connectivity, cooling, environmental regulations, then making rental income from it. Open to be persuaded otherwise. Any sound arguments? Not a ghey-ber here. Just want to pick up some quality $hit. I've more faith in crypto-turned-AI plays like IREN and CIFR than anyone "constructing" a new DC, hoping to be profitable in 2027!! 

polychris

In 2001 a website had to buy its own servers and rack them themselves in a data center that was really just providing power, rack space and internet connectivity. So the DC profit was low, but the server market and database market was strong. Sun, IBM, and Oracle were market darlings. Linux wasn’t mainstream yet. Over the last 2.5 decades we’ve seen a lot more specialization in the industry so there’s more room for this type of network investment

Anxious_Cheetah5589

We spend more on defense than China, but that's burdened by excessive costs. You can bet that China pays a soldier much less than we do, and they can build a ship for less. An even bigger threat is the debt. At some point, we'll have to cut the military budget. Our tech companies have been built almost without exception by brilliant immigrants. And the technology often starts with government research. Both of those things are being gutted even as we speak. Our government has been spending way more than it takes in for many years. The deficit has been more than 5% of GDP every year since the pandemic. Ds increase spending, Rs cut taxes, and nobody in DC loves our country more than they love getting reelected. Dollar weakens, interest rates go up, interest consumes more and more of the budget. "Debt spiral. " The same phenomenon has brought down many empires.

J9993

For what it's worth their CEO claimed something like 140MW being operational at the end of 2026 for the DC in a recent interview

goobervision

A handful of people for a DC won't impact the cost model much.

Independent_Buy5152

I know they have nvidia in their DC. But that’s not the context of OP’s comment

Typical-Skin-946

On to something. DC unusually quiet on Saudi plus Putin talks plus Venezuela action

ChipmunkNational224

i think the only similarity to the great depression here if this goes belly up is the severity of it on the economy and wellbeing of US citizens. I absolutely do not think the situation will be anywhere near as peaceful. The current domestic tension is far worse than it was back then. in the 20s, racial tensions were nill in the big cities where the depression greatly affected. nowadays it is not the same at all. in the 1920s, the US empire was nowhere near as embedded into china for its consumer well being. long story short, i think there are a myriad of reasons (that i will describe in detail if you promise youll actually read) that anything close to a great depression here will have to be extremely delicately maneuvered by the powers in charge to not cause outright civil war. Civil war does not have to be specifically about ethnicity or religion, though those will absolutely take a role in the establishing of sides in the pandemonium no, this will be more or less like this (greatly simplified): 1. our version of black black tuesday 2.millions umeployed within weeks 3. social benefits completely cut inlcluding VA benefits 4. national guard deploys to cities. 5. they cant hold it together, too many moles to whack coming out of holes 6. TV/internet goes out 7. full on pandemonium as supply lines of all kind freeze completely the sense of inter-american brotherhood has never been lower. this aint 1929. we arent all spiffy irish/italians/poles or whatever who came from an even worse situation, who are willing to weather band times in a new nation by keeping it together and helping each other out. no, i would feel very comfortable saying that country does not exist anymore. look at what has been happening after natural disasters, people blaming the democrat states for taking aid etc etc it goes all the way from the top to the bottom. i dont think this country survives anything close to the great depression. sure maybe washington DC stays the seat of the federal government, but the actual consumerism driven personal freedom martial law-less society will be gone.

Forsaken-Arrival5842

Where the fuck is “here”? Is he not in DC on standard time?

razor164

Maybe GLD is so high because of all of 🥭 white House decorations. Lots of shitty gold veneer all over DC really drags down supply

SlfImpr

There is no AI bubble >[https://nypost.com/2025/10/16/business/us-army-general-william-hank-taylor-uses-chatgpt-to-help-make-command-decisions/](https://nypost.com/2025/10/16/business/us-army-general-william-hank-taylor-uses-chatgpt-to-help-make-command-decisions/) >**Top US Army general says he’s using ChatGPT to help make key command decisions** >A top US Army general stationed in South Korea said he’s been turning to an artificial intelligence chatbot to help him think through key command and personal decisions — the latest sign that even the Pentagon’s senior leaders are experimenting with generative AI tools. >Maj. Gen. William “Hank” Taylor, commanding general of the Eighth Army, told reporters at the Association of the United States Army conference in Washington, DC, that he’s been using ChatGPT to refine how he makes choices affecting thousands of troops. >“Chat and I have become really close lately,” Taylor said during a media roundtable Monday, though he shied away from giving examples of personal use.

YouJellyz

Who in DC? What Trump saying? 

Significant_Treat_87

I think you’re also missing that these models can be reworked to require massively less compute and power, a la Deepseek… What happens to the datacenters then? American companies seem to be barely working on this problem at all. But the Chinese have proven it can be done.  We had a similar scenario with bitcoin years ago. Tons of gpu DC buildout for mining. That is apparently unprofitable now and the crypto companies are using their gpus for AI compute instead. The fact that you mentioned “online data” as something these gpu farms can be used for screams to me that you may want to learn more about the engineering side of all this. The utility of these datacenters plummets if ai models become more efficient or progress stops and people decide that ai is currently about as truly revolutionary as the invention of the typewriter, not the internet or printing press. 

Po1ymer

The government shutdown has had no impact on my business sector. In fact, glad the fed is shrinking. Growing up in DC you see how wasteful these orgs are. It’s time to end it.

Capital_Profit_4469

Fair, but don't you think the current setup is different? Low expectation, good deliveries, new models, Musk refocussing on Tesla rather than DC

OpSecBestSex

In the DC area there's already been numerous articles talking about companies laying off employees due to the federal government taking funds from their contracts and putting them somewhere else. It baffles me that the market is staying as high as it is given this.

makeammends

ABAT I've been in it a few weeks so still up nicely; I think regardless of whether it rebounds quick (probably) or leisurely, it will be worth holding. DBRG Vlad the Hood following the CEO too, fwiw... Seems overlooked among the DC players. So shares? calls? GAP ! \[smiley w/one eye cautiously looking to side\]