The Oracle AI trade reminds me of the late '90s dot-com boom. Everyone rushing into “the future of infrastructure” with insane capex. A few winners (Amazon, Google) eventually emerged, but it took many years to figure out who they actually were.
Patience is the real alpha.
@GuyTalksFinance The first year of trading is usually wild. And not just in a good way.
- Initial retail bubble
- Lockups expiring
- Quarterly reporting working out kinks
Illiquidity premium sounds attractive.
But:
If you need liquidity, it further reduces the assets available to provide it, and increases the odds of making a decision you wish you didn't have to make.
Data center demand is driving land values in specific regions:
🏙️ Northern Virginia
🏜️ Phoenix
👨🌾 parts of Texas
Power access > location is becoming the constraint.
In venture capital:
Top 5–10% of deals drive the majority of returns
Which means:
If you don’t have access to the best deals,
your expected outcome changes materially.
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