PP

rossrollin

Theory is sound i guess seeing as stripe is doing the same rn to PP. Good luck OP

OrangMiskin

Smoll PP Koreans getting ready for another circuit breaker. LMAO Marge is hungry for more victims

Icy_Jelly_315

PP

Samjabr

only pump I see is my PP pump

hermeskino715

The PP was a trap all along :sadpepe:

Thin_Cat8817

In my experience a 5.5 PP also tends to be less than expected 

teh_herper

PP moving shit harder than earnings lmao

teh_herper

PP

YoDooley

What happened when we got a big PP last time?

arbitraryBlue

The big PP incoming

Icy-Tea-2954

Never underestimate the power of the PP is why I always told your mom

commandersaitama

Because PayPal generates revenue. Much higher than Stripe. Also , customer base across the world is stronger with PP compared to Stripe.

throwaway9gk0k4k569

> Plastics shot through the roof (i track PP, PE, and a little PET) for customer pricing. Plastics, like NatGas, are a byproduct of oil production and refining. Shouldn't it be going down? Right now, refineries are running at 95%. They normally run around 90% under ideal conditions.

GuwopGOAT

Memory Bol have big PP

MeowTheMixer

This is also the CPI, and not PPI. Plastics shot through the roof (i track PP, PE, and a little PET) for customer pricing. But did these costs flow through to the consumer? That's the bigger question. Most consumers are not buying plastic packaging, corrugated boxes, heck even lubricants. They're all inputs into what they buy and they may or may not have been passed through.

Ok-Ship-4625

Samsungussy, SK Hymen, Micron PP and Sandicks to the moon 🚀

hermeskino715

Hoping the PP takes us lower this week

GuwopGOAT

Small PP energy coming out of Seoul

MC1065

There are multiple indications that the hyperscalers haven't installed most of the Blackwell GPUs they bought. Now, we don't have an exact number of how many have been sold and how many have actually been brought online but we can make a decently good guess. So, Nvidia claimed about a year ago they had sold about six million Blackwell chips, and there's two per GPU, so three million. I think we can add another million on top of that to account for new sales. We have Michael Burry of The Big Short fame and investigative journalist Ed Zitron have apparently heard from insiders that most of the GPUs are not inside datacenters and instead are sitting in warehouses but there's more evidence out in the open. To start with, what does three or four million Blackwell GPUs mean? Well, that amount of GPUs require about four or five gigawatts of power at 1200 watts each. That's just the GPUs to be clear, you need about double that to cover the rest of the datacenter plus overhead. It's hard to find clear numbers on just how many gigawatts of AI datacenter compute is being brought online every quarter or year but this [report](https://www.bvp.com/atlas/roadmap-the-ai-data-center-stack) from June says the entire power draw in the US is 12 gigawatts. We also know these megaproject datacenters are almost universally stuck in construction hell, so the idea that even half of these Blackwell GPUs have been installed and we just can't see it is patently absurd. Then there's the financial evidence. So, the hyperscalers used to be pretty asset light businesses that just printed money, that's why they used to be so profitable. Even once they started building cloud infrastructure, their assets (property, plants, and equipment or PP&E) didn't amount to very much. In Q2 2024, the hyperscalers had about $600 billion altogether. Today, they have $1.2 trillion. This stuff is worth money but it's worth less over time due to things like wear and tear; this process is known as depreciation. GPUs and other datacenter hardware depreciates roughly over four to six years, so we'd expect that this $600 billion in extra PP&E would translate to $120 billion per year or $30 billion per quarter in additional depreciation if we take a midpoint of five years. Yet I tallied up the additional depreciation the hyperscalers have added between Q2 2024 and Q1 2026 and it went up by just $16 billion. Something isn't adding up here. Last thing I have to mention on this: Satya Nadella himself says Microsoft has [GPUs he can't install](https://finance.yahoo.com/news/microsoft-ceo-says-company-doesnt-122000891.html). While he didn't say this amount represents most of their Blackwell purchases, clearly it's a significant problem if he feels the need to acknowledge it.

MC1065

My guy, please prove you're at least a little literate by reading what I said. "They've bought a ton of GPUs but haven't taken them out of the box, and to them that means depreciation hasn't started, effectively making the purchase free" This is not about the GPUs they have installed, this is about the ones they haven't. They are continuing to buy Blackwell GPUs they cannot install, that will become obsolete when Rubin GPUs come out, and that cannot be easily swapped out for Rubin once they are installed. Even if none of those things were the case, the fact of the matter is that if they installed all of these GPUs all at once, depreciation would immediately kick in, meaning they gotta start making money just as the supply of compute has gone into overdrive. Take Microsoft for instance. Its gross PP&E (where the GPUs are in terms of the balance sheet) is at over $400 billion and net is at around $300 billion. It's hard to say how much of this are GPUs, but it's probably at least $100 billion and I think is closer to $200 billion. If tomorrow all these GPUs were put into service and depreciated over five years, that's $10 billion a quarter for five years. 15% of their entire revenue compared to Q1, just on depreciation alone. The hyperscalers have not gone into tons of debt because of AI (yet), but they're dipping their toes in because of free cashflow going into the negatives according to [Bank of America](https://finance.yahoo.com/markets/article/big-tech-is-paying-for-the-ai-boom-and-chipmakers-are-cashing-in-chart-of-the-day-114043038.html). Google just held a $32 billion bond sale in February, Amazon has raised around $104 in bonds in the past year, Meta sold $55 billion in bonds since October, which leaves Microsoft as the only hyperscaler to not utilize bonds to raise cash recently. Just ask yourself: if AI was making so much money, why aren't they putting these GPUs to use and why are they going into debt? These are not the characteristics of a profitable industry, but align well with gross incompetence.

bikkhu42

Messi’s small PP is no match against u/OSRSKarma’s big throbbing horse cock

Samjabr

Erectile Dysfunction Syndrome You know - the reason your PP is not make woman happy

Mysterious-Device-53

Ashley Judd makes my PP stiff

hermeskino715

I'm a bol but I ain't no pig Beware of the PP next week

hermeskino715

Hope the CP and PP fear of next week slaughters the pigs tomorrow ^(P.S. I have no positions)

jetpilot6969

are the MMs jorkin my PP with them red candles

Purple-Commission861

NVDA tiny erect PP happening 👀

Ok_Persimmon9849

He's out of PP

Popoice

the opposite of PP

Mysterious-Device-53

Need bigger PP to make bigger gains...

Such-Cartographer425

PayPal is also terrible with shipping addresses. It took me several phone calls and chat bots, not to mention incorrectly shipped items, to get my home address corrected after a move. What actually finally worked was that they switched to an AI bot, I cursed at it because why not, and that thing finally fixed it.  Way too late, though. I'm done with PP after that.

kayvonte

PP Exchange is inverse indicator so sounds about right

GuwopGOAT

BB with the long PP

cgonz15

Bro likes PP in his butt 😢

banned-from-rbooks

Oracle is a legal firm disguised as a Software Company that’s taken on $58B in debt and entered into $248B in Data Center lease obligations that they can’t possibly pay for. Their cloud business was already being left behind by their competitors for years, as they’ve increasingly relied upon aggressive software licensing. Remember when they tried to claim the entire Java programming language as their IP? The AI boom has started to sink the ship. Their gross margins have fallen off a cliff due to Capex and PP&E depreciation costs. They bought TikTok, a social media platform that is popular but also loses billions a year. And those data centers? Oracle has $548B in AI compute performance obligations for demand that just isn’t there. Construction is so far behind that the best Oracle could say was that 96,000 B200 GPUs were delivered to Abilene in December 2025 for a datacenter that \*has to have\* 450,000 GPUs operational by the end of 2026. And the best part? Oracle \*still needs\* $73B more worth of GPUs to meet the obligation. Meanwhile, the depreciation costs of all those GPUs that aren just sitting in warehouses has to be marked on the balance sheets as revenue loss. I believe it is after 6 years those GPUs will be worthless, regardless of whether they are used or not - and even if AI demand takes off, B200s are not going to be competitive with NVIDIA’s new chips. The banks that finances Oracle’s debt are \[desperately trying to get rid of it, and no one is buying. Banks are stepping away\](https://www.datacenterdynamics.com/en/news/td-cowen-us-banks-retreat-from-oracle-amid-doubts-the-company-can-fund-openai-commitments/). Things have gotten so bad that Oracle is being sued by their own bondholders. Oracle is going to default on its debts unless it can build 4.5GW of Data Centers by 2028, for which it needs to take on even more debt - of which it \[already has $95B outstanding\](https://archive.is/2026.01.11-014118/https://www.bloomberg.com/news/articles/2026-01-06/oracle-s-debt-unlikely-to-trigger-cut-to-junk-grade-ubs-says). It also needs OpenAI to pay a colossal amount of money. But this is the Stock Market, which isn’t based on fundamentals, so overall I’d say the outlook is extremely bullish.

Samjabr

Thank you Bloom Energy for putting your PP in my bunghole before the weekend

stonkautist69

hey, u don’t become master PP by thinking you’ve mastered PP and quit

Killerfeed_Reborn

Thats some big PP money right there.

Sensitive_Pilot3689

What happened to the classic tickers on the list like PP, CUK, COK, AZZ

AideApprehensive7441

If you have a small PP

Sea_Bear7754

When you go in looking for PP and just find a shit coin.

Samjabr

smoll PP

ScrewChaseBank

What happened? Koreans now have giant PP’s?!?!

Samjabr

I like to show after I grow - especially my PP

pembaThePanda

Home. I did this during previous ATH and chickened out a lot during drops. Still made money but no where close to had I held. Sell some CC and recoup part of that margin, then buy PP

Samjabr

Depends on next two earnings, Aug & Nov - I would say chance is very small like Ber PP

vegetableJuiceee

Plunge protection? PP outs?

Illustrious_Emu_9085

Poor & Poorer also works. Shortened to PP

Burtonwurton

I can not play with my PP to this.

corndog_messiah

SPCX short = PP long

TestInteresting221

Achtung! Achtung! Mein PP ist gross 🫷😲🫸

skymagic

just took PP pills and about to read WSB end-to-end 😎

EvillNooB

0/0 😭 my small PP broker doesn't have access to the IPO

Rebubula_

PP-Bye

Fun_Reporter9086

Would be fun to do a shotgun clause for PP sucking with one of the WSB members for $1,000 for 10 mins.

Jmart814

Honestly explains a lot.. compensating for PP not working, like getting a lifted truck and being 5’6”

Ocilla

Lol, what is this about? Dis one of his baby mamas say something about his PP

Samjabr

Yeah, I have 3 kids through in-vitro. Spoiler: your PP still has to work, dumbass

Samjabr

doesnt dude have 30 kids? seems like his PP is probably functional.

ReserveFormal3910

Yeah I'll take 100m with a working PP.

Ghost_with_no_name

First trillionaire in human history. PP don’t work lmao

JonnyGoDeeper

I love hot PP...i

KamikazeKauz

Well he has a small PP and wants to see it bigger

tossaway109202

Never trade when you have a hot PP i

ScissrMeTimbrs

I've got your white, hot PP right here😏

ten7four

Big PP

67mustangguy

My PP Is inflated too

Psychological_Fly109

PP leaking

wsbgodly123

I see green PP

QuailEquivalent2625

Release the PP

Diligent_Usual

The only PP I care about is my own.

scoh-chan

PP up today?

BFox1982

My PP number is smol

buhtpirate

I could tell you all what the PP numbers will be and you still won't make money 🤡 🫵

Waste_Neighborhood38

Who's PP?

QuailEquivalent2625

Show me the PP I

buhtpirate

PP report leaked: big and green

LeftBullTesty

PP you? No thanks.

gs-

What about huge PP gape?

CaptainApeCommander

PPI gonna be colder than my PP LMAOOO BERS 🤌🤌🤌

Samjabr

I am always excited for PP

DLD1123

I’m just icked out by the whole PP sucking fudge packing portion of it.

skymagic

even...PP?

skymagic

bears are cooking up a PP&J sandwich rn 🤣

Fun_Reporter9086

CPI tomorrow is going to shoot up like my PP.

EnigmaSpore

what a sell the news week. nvda and msft got everyones PP hard and then boom... profit taking time on all tech followed. f'n crazy. this was the week for the bears to eat.

Bologna_Spumoni

Skunks - PP le pew

DLD1123

Bulls - huge PP. big hanging PP. Bears - medium PP. husband PP. Buy the dip spammers and pump/dump freshies - smoll PP. much much little PP.

arcanestre

https://preview.redd.it/fux0lrksg45h1.png?width=1835&format=png&auto=webp&s=a6e6db7e401463a90ac4db168056ca056fe45d93 BIG PP GAINZ

imustbegthequestion

Print. Print. PP print.

Whos_pablo

My PP is ready for V

ethaxton

Small PP energy. Trying to look smart in a room full of geniuses. SMH.

CalRippedken

PP

big-baller-47

MU make my PP large

big-baller-47

MU make my PP larhe

sidthelid

Shares if PP bhig, puts of PP smol, Calls if ballz full

TheCYKZ1

I bought calls only 3 for msft dec at 12 550, averaged it down to 8.1. I strongly believe in msft but wtf are they doing? They’re not making a stand in the AI industry. Does Microsoft even have their own Ai Model that’s on par with the rest? No, they have an AI tool like perplexity does through copilot. Google has their own, fucking meta has ollama, Nvidia even has what? Nemoclaw. Idk why Microsoft just doesn’t do something they’re doing the same thing they did with the phone industry. Why spend so much in PP&E if you aren’t going to legitimately create something of your own?

lolercopterx

Yes for sure that happened. Canada did the fastest political 180 I have ever seen when it was clear that Trump supported PP. People literally voted for the opposite party because Trump tweeted something stupid about the 51st state. Suddenly everyone was united. My parents literally went from “raging conservatives” to “orange mango bad raging liberals” overnight. As a Canadian, this stems from our inherent identity crisis as a country. The only thing we know is that we aren’t the USA, and there is a subtle undercurrent that we are better than you, so anything that affirms this is instantly 100% Canadian.

Burtonwurton

Clifford...put your PP away.

mighty_sys_admin

PP loans, not again