What Meet Kevin said in this video:
- OtherneutralSmaller neoclouds like NScale lost a Microsoft UK data center deal and need lower yields to ease funding pressures.Source
- Geopoliticspositive for stocksshort-termThe host believes Trump is willing to sign the deal Iran proposed and Iran wants trade restored; he expects a deal between October 20 and 27, which would relieve AI funding cost pressures.Source
- Bonds & Ratespositive for stocksshort-termThe 10-year yield has peaked around 527 bps, about 5.27%; if an Iran deal happens, yield and funding-cost fears will be largely removed.Source
- SPCXneutralSpaceX, like Microsoft, Amazon, and Meta, is among the rich big players that can still play and plow money into data centers even if funding costs stay high.Source
- MSFTneutralmid-termHyperscalers like Microsoft will do okay with or without an Iran deal and are safer because they are not reliant on lower funding costs from a deal.Source
- AMZNneutralmid-termAmazon is a rich big tech hyperscaler that will do okay regardless of an Iran deal and is a safer place to be.Source
- METAneutralmid-termMeta is a rich big tech hyperscaler that will do okay regardless of an Iran deal and is a safer place to be.Source
- AI Capexpositive for stockslong-termData center power capacity will add about 50GW by 2027, equal to roughly USD 2.5tn of spend; the chip buildout is just getting started, and the host is dip buying, expecting another euphoric rally.Source