NASDAQ 100 WKN: A0AE1X ISIN: US6311011026 Kürzel: IXNDX Forum: Indizes Thema: Hauptdiskussion
Abgesehen vom ökonomischen Kosten-Nutzen Verhältnis läuft "KI" jetzt auch in ein energietechnisches Skalierungsproblem: The rapid acceleration of AI data centers has hit its first major hurdle: power companies are facing massive backlogs, delaying timely hookups.. Data Centers In Northern Virginia Face Seven-Year Hookup Wait: The proliferation of AI data centers across Virginia's Loudoun County has created a massive bottleneck of delayed hookups for large data centers by energy supplier Dominion Energy. https://www.zerohedge.com/technology/data-centers-spy-country-northern-virginia-face-seven-year-hookup-wait
Glückwunsch, geschickt gemacht. Die Retail Herde nichtsahnend ins Schlachthaus gelockt und jetzt geschlachtet: Retail Army very bullish Nvidia. Retail investor purchases of Nvidia stock, hit $5.9 billion over the last month, the most on record. Retail purchases have more than DOUBLED in just 5 weeks, according to Vanda Research data. Since May, retail's 1-month buying sum of NVDA has risen over 600%. (Vanda Research)
Hedge funds are fading the rally: Hedge Funds Sell Stocks At Fastest Pace Since March 2022. North America has been the most net sold area in August, largely driven by short sales. Information Technology is the most net sold sector month-to-date, driven by shorts in Semiconductors and Semiconductor Equipment. https://finance.yahoo.com/news/markets-bounced-back-hedge-funds-095126561.html
Hedge Funds Flee AI Bubble, Now "Most Underweight Tech Stocks On Record": The Goldman Prime book is now underweight TMT stocks by -12.4% vs. SPX (vs. -8.7% at the end of May) – the most under-weight level ever on our record. https://www.zerohedge.com/markets/hedge-funds-flee-ai-bubble-now-most-underweight-tech-stocks-record
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Thema | ||
|---|---|---|---|
| 1 | DPCM Capital Hauptdiskussion | +15,60 % | |
| 2 | ATOS Hauptdiskussion | +53,57 % | |
| 3 | Lilium Aktie | +77,57 % | |
| 4 | Microvast | +28,91 % | |
| 5 | GAMESTOP Hauptdiskussion | +4,02 % | |
| 6 | Security der nächsten Generation | +44,72 % | |
| 7 | FREYR BATTERY | ±0,00 % | |
| 8 | EHang Holdings (A) (A) Hauptdiskussion | +9,18 % | |
| 9 | Nio für normale Kommunikation | +2,49 % | |
| 10 | PROSIEBENSAT1 MEDIA Hauptdiskussion | -1,32 % | Alle Diskussionen |
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|
Thema | ||
|---|---|---|---|
| 1 | DPCM Capital Hauptdiskussion | +15,72 % | |
| 2 | ATOS Hauptdiskussion | +53,57 % | |
| 3 | Lilium Aktie | +77,61 % | |
| 4 | Microvast | +28,69 % | |
| 5 | GAMESTOP Hauptdiskussion | +4,02 % | |
| 6 | Security der nächsten Generation | +44,72 % | |
| 7 | FREYR BATTERY | ±0,00 % | |
| 8 | EHang Holdings (A) (A) Hauptdiskussion | +9,18 % | |
| 9 | Nio für normale Kommunikation | +2,27 % | |
| 10 | BAYER Hauptdiskussion | -0,05 % | Alle Diskussionen |