HAPPY SATURDAY TO THE STREET
And welcome back to Street Tweets from The Street Sheet!
Sam Altman raised $40 billion in a single round, the biggest in history, bigger than Saudi Aramco's.
Here's the catch. Aramco had a business model.
OpenAI has a $1.4 trillion data center bill and a profitability date of 2030. But one economist thinks the cash runs out by mid-2027.
Legacy players like Microsoft (MSFT) and Meta (META) have decades-old war chests, which may be long enough to wait it out.
The newcomer burning $8 billion a year might not be so lucky.
— Brooks & The Street Sheet Team
MARKET REVIEW & PREVIEW
Last week, markets mostly shrugged off renewed fighting between the US and Iran, with AI excitement and a fresh blockbuster IPO once again stealing the show. SK Hynix’s (SKHYV) record-breaking debut and a report forecasting AI spending will surpass defense spending by next year helped power the strong week.
Next week could determine whether the Federal Reserve holds rates steady or surprises markets with a hike later this month. Inflation reports on Tuesday and Wednesday will be front and center, with traders watching for any sign that price pressures are refusing to cool.
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A 50% drawdown usually means something broke. But the softest precious metal may be more likely to bend than break.
In this week’s Street Sheet Research report, we re-examine the silver thesis after a sharp slide — and why it may be wholly mispriced.
Backed by a 90-day money-back guarantee.
Elon Musk really knows how to set attainable goals.
Then again, wouldn’t expect the founder of SpaceX to be a “down to earth” guy.
Musk’s most impressive accomplishment this week.
Forget record-breaking IPOs or Mars colonization. Getting Mark Zuckerberg to use an app that he doesn’t own is the real milestone.
Ex Machina meets Oldboy.
If Paramount’s (PSKY) acquisition of Warner Bros (WBD) goes through, someone’s gotta get us in that pitch room.
If YouTube (GOOGL) content can break box office records, FinTwit can, too.
Presented by Street Sheet Research
A top 2% tech analyst's target implying 50% upside on a stock already up more than 40% over the past three months.
In a web being buried under AI-generated noise, this company owns something that gets rarer by the day: content written by actual humans, at scale.
The ticker, the target, and the full thesis are in this week's Research report.
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Love an emergent investing strategy.
Granted, doesn’t sound too far off from the “quant models” most “investing gurus” will try to sell you…
