Lloyd Blankfein
Former CEO, Goldman Sachs
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 07
$213.21
+17.3%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Consumer
Long
Mar 07
$298.52
+20.3%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
AI/Semi
Long
Mar 07
$408.96
+4.5%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
AI/Semi
Long
Mar 07
$177.82
+20.8%
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
Blankfein notes that while government fiscal stimulus is known, the top hyperscalers are "spending by themselves $650 billion," which acts as a massive, secondary stimulus for the economy. This level of CapEx is committed capital. It directly benefits the AI infrastructure providers (NVDA) and ensures the dominance of the mega-cap platforms (MSFT/GOOGL/AMZN) deploying this capital to widen their moats. LONG. This is a high-conviction structural tailwind that Blankfein views as a buffer against economic softness. ROI on AI spending disappoints; regulatory antitrust actions.
AI/Semi
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