$Vertiv Holdings LLC(VRT)$ $Br

$Vertiv Holdings LLC(VRT)$ $Broadcom(AVGO)$ $CoreWeave, Inc.(CRWV)$ Talk about an overreaction. Coreweave and $Oracle(ORCL)$ are locked into multi-year, multi-billion dollar take-or-pay leases with long-tail enterprise clients, sovereign clouds, and scaling startups that are starving for compute. They aren't sitting around waiting for Altman to decide whether he feels like training GPT-6 this month or Dario to question his conscience.

Google and Amazon are designing and deploying their own custom TPUs and Inferentia/Trainium ASICs specifically to break free from external frontier dependency and power internal ecosystem features like Meta's Muse integration or Google's native multimodal search rollouts. $Meta Platforms, Inc.(META)$

Conflating a PR-driven safety breather by two specific labs with a total evaporation of structural enterprise silicon and data center demand is detached from reality. Scooping up as much as I can.

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Investordude1301
09-15
Investordude1301
Scooping up as much as I can too! $Broadcom(AVGO)$ has never been this cheap and this is a fantastic buy the dip opportunity

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Coreweave and <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> are locked into multi-year, multi-billion dollar take-or-pay leases with long-tail enterprise clients, sovereign clouds, and scaling startups that are starving for compute. They aren't sitting around waiting for Altman to decide whether he feels like training GPT-6 this month or Dario to question his conscience.\nGoogle and Amazon are designing and deploying their own custom TPUs and Inferentia/Trainium ASICs specifically to break free from external frontier dependency and power internal ecosystem features like Meta's Muse integration or Google's native multimodal search rollouts. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>\nConflating a PR-driven safety breather by two specific labs with a total evaporation of structural enterprise silicon and data center demand is detached from reality. Scooping up as much as I can.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$&nbsp;</a><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a><a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a>Talk about an overreaction. Coreweave and <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> are locked into multi-year, multi-billion dollar take-or-pay leases with long-tail enterprise clients, sovereign clouds, and scaling startups that are starving for compute. They aren't sitting around waiting for Altman to decide whether he feels like training GPT-6 this month or Dario to question his conscience.\nGoogle and Amazon are designing and deploying their own custom TPUs and Inferentia/Trainium ASICs specifically to break free from external frontier dependency and power internal ecosystem features like Meta's Muse integration or Google's native multimodal search rollouts. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>\nConflating a PR-driven safety breather by two specific labs with a total evaporation of structural enterprise silicon and data center demand is detached from reality. Scooping up as much as I can.</body></html>","text":"$Vertiv Holdings LLC(VRT)$ $Broadcom(AVGO)$ $CoreWeave, Inc.(CRWV)$ Talk about an overreaction. Coreweave and $Oracle(ORCL)$ are locked into multi-year, multi-billion dollar take-or-pay leases with long-tail enterprise clients, sovereign clouds, and scaling startups that are starving for compute. They aren't sitting around waiting for Altman to decide whether he feels like training GPT-6 this month or Dario to question his conscience. Google and Amazon are designing and deploying their own custom TPUs and Inferentia/Trainium ASICs specifically to break free from external frontier dependency and power internal ecosystem features like Meta's Muse integration or Google's native multimodal search rollouts. $Meta Platforms, Inc.(META)$ Conflating a PR-driven safety breather by two specific labs with a total evaporation of structural enterprise silicon and data center demand is detached from reality. Scooping up as much as I can.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/607632247156784","repostId":0,"isVote":1,"tweetType":1,"viewCount":806,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","CRWV","AVGO","VRT","ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":808,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":607913077424848,"commentId":"607913077424848","gmtCreate":1789435363191,"gmtModify":1789435645020,"authorId":4092737024653350,"author":{"id":4092737024653350,"idStr":"4092737024653350","authorId":4092737024653350,"name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","exceedPercentage":"80.05%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":1},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0},{"categoryType":1102,"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0},{"categoryType":1101,"badgeId":"44212b71d0be4ec88898348dbe882e03-1","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":607632247156784,"objectIdStr":"607632247156784","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Scooping up as much as I can too! <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> has never been this cheap and this is a fantastic buy the dip opportunity","text":"Scooping up as much as I can too! <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> has never been this cheap and this is a fantastic buy the dip opportunity","html":"Scooping up as much as I can too! <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> has never been this cheap and this is a fantastic buy the dip opportunity","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/607632247156784"}