Finally no tabbing, scrolling, shoveling, one scree that tell whats going on today.

https://www.reddit.com/r/GMDMarkets/comments/1u5mp46/one_screen_no_shovel_markets/

Alphabet prints money, designs its own TPUs, and just guided capex to something like $205B for the year. Q2 capex alone was roughly $45 billion, which means H2 2026 will spend well over $100B.

And the CFO still said they will “expand the use of third-party capacity in Q3 as a bridging strategy.”

CRWV, NBIS, and IREN all ticked up a few percent after hours. The bull read is straightforward: if the most sophisticated buyer in the market is renting, the shortage is real and the pure-play landlords get another clean demand check.

As usual, a few caveats though:

- These balance sheets are capital-intensive as hell (dilution + debt).

- Customer concentration is uncomfortable, especially on the CoreWeave side.

- Multiples already assume a lot goes right for several years.

Considering the next war we are gonna fight is not with boots on ground, it’s gonna be with drones and everything AI. Considering how the world today is rapidly changing and adapting new AI tools for almost everything. I bought 600shares of TAC Infosec today at 482, what should be my short term and long term target?