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Some of it was funded internally, because the hyperscalers had huge cash reserves. But they've also tapped bond markets and private equity players. At the same time, we have these huge financing obligations from government. So it's evolving.

The price of that financing could be telling you that there are concerns around fiscal and monetary uncertainty. It also could be telling you there are just really good projects to be done and they need to be financed.

In the short term, there's opposition to data centres (NIMBY). They also need skilled labour; you can't just build one overnight. 

Longer term, he worries that "compute" is going to become a commodity. If things normalize (due to fears about AI, or cheaper/more efficient models), the whole jamboree we're seeing today ends up slowing.

She does invest from time to time, but not now. Level of improvement seen to date is not meeting the expectations that people had 2 years ago. The downside surprise was that the working quantum computer of today doesn't outperform accelerated computing. Commercial adoption is not there yet. Need to have a really long-term horizon, about 10 years out for broad deployment.

As soon as we have some sort of indication that a computer performs on par, or better than, accelerated computing, that's when you want to invest. You don't necessarily have to wait 10 years.

Lots of risk, as many of the publicly traded stocks may not be the ones that end up winning. One to put on your radar.

The act is unlikely to pass, He has yet to see a realistic use to cryptos, which will remain purely a trading vehicle. Some will question why they support Trump through cryptos; Trump has made a lot off cryptos.

He bought more Apple, and he keeps buying it. Since reporting, there was a big sell-off and a series of higher lows. The stock has recovered all it lost, post-earnings. So, he is playing the strong momentum and waiting for it to break the all-time high of $345.

It pulled back after a failed drug trial for a heart treatment. It's a good company with a full pipeline. This is a buying opportunity. Pays a good dividend. This space does well regardless of where rates go.

Trades at 14x PE, has over 20% earnings growth ahead and you can hold this forever.

He's not bullish yet. Since early summer, he has moved from neutral to high risk, when there's more market volatility. The S&P is below 7,600; if it stays here, it becomes technical support, and likely fall to 7,300. The crowd is getting very bearish because they've seen the market fall for the past month. He predicts a little more downside before we reach capitulation, which is the time he will buy. We're getting there. He still holds 20% cash, and is ready to deploy it.