910 Equity Development (9ED) is a North American holding company with a multi-disciplinary approach to pioneering autonomous growth platforms.
San Francisco, CA, USA
Joined May 2025
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Copying someone else’s investment model is the fastest way to get wrecked.
Buffett bought moats, Schloss bought asset liquidations, Icahn bought board fights, and Andreessen funded code, you need to know your lane, master your operational edge. xitter.gq/iancassel/status/21176…
Warren Buffett invests his way while Walter Schloss did it another way. Carl Ichan does it his way while Peter Lynch did it another way. David Tepper does it his way while Marc Andreessen does it another. Some are long term. Some are short term. Some are value investors. Some are growth investors. Some are concentrated. Some are diversified. Some are activists. Some are passivists. Some bet on change. Some bet on things that won’t change. The greatest investors ever have opposing strategies. Even within the world of “value investing” alone, there are hundreds of successful iterations.
“Value investing requires a great deal of hard work, unusually strict discipline, and a long-term investment horizon.” — Seth Klarman
#ValueInvesting #Investing
910 Equity Development retweeted
"If you want to become really wealthy, you must have your money work for you."
— John Templeton
Red administration, blue administration, productive businesses keep cash flowing, compounding, and creating real value. xitter.gq/brewmarkets/status/211…
910 Equity Development retweeted
$GOOGL is investing $17B in a Wyoming AI campus with 2.7 GW of planned power capacity that could eventually scale to 10 GW while covering all its own power costs.
910 Equity Development retweeted
Breaking: A widespread selloff in AI shares is hammering the Nasdaq, down 5% midday. The index has now entered correction territory. on.wsj.com/4fbQ7eU
910 Equity Development retweeted
Financial & Market Highlights: Corporate Shifts, Energy Trends & Financial Developments | Week of Nov 02 - 06 | Midweek Edition by Grey Catalyst Asset Management-910 Equity Development Outlook gcam9ed.substack.com/p/finan…
Palantir beat Wall Street’s third-quarter estimates after the bell on Monday, with U.S. commercial revenue topping government for the first time as businesses adopt more of the company’s artificial intelligence tools.
U.S. commercial revenue jumped 148% to $984 million, surpassing U.S. government revenue of $953 million, which was up 96%. The company’s U.S. commercial revenue has more than quintupled over the last two years.
More details: cnb.cx/4AaDhpA
Apollo lends record $114bn as it piles into AI financing boom ft.trib.al/vhF8Upc
Reinvesting 90% of our earnings back into the firm isn’t just a philosophy, it’s how we move with total speed and certainty on undervalued assets.
Amazon CEO: "There has never been a trillion dollar revenue business, and we may have two of them in the next 5-10 years."
$AMZN: -7% AH
910 Equity Development retweeted
$ANT plans to have more than 3.5 GW of computing power by the end of this year which is equivalent to output of 3 large nuclear reactors.
That puts its hundreds of billions in commitments across $AVGO, $GOOGL and $AMZN into perspective as AI scaling becomes a big power problem.
Anthropic scales faster by plugging into Big Tech’s existing distribution.
$AMZN and $GOOGL help it scale infrastructure and reach customers without building those channels from scratch.But that also puts more of Anthropic’s business in the hands of two companies.
After the Anthropic IPO @TradrETFs expects to launch leveraged long and short ETFs, $ANTT and $ANTZ.
A registration statement relating to these securities has been filed with the Securities and Exchange Commission but has not yet become effective. See the pre-effective prospectus. sec.gov/Archives/edgar/data/…
You hear everyone arguing over which software startup gets acquired, while $3.8 trillion in hardware spend is getting dumped into real world physical assets over the next 24 months xitter.gq/MilkRoadAI/status/2117…
The AI infrastructure spending boom is about to reach levels we've NEVER seen before, and I think Wall Street is STILL underestimating just how big this is going to get.
According to Wall Street estimates, combined annual capital expenditures from Google, Microsoft, Amazon, Meta, Oracle, SpaceX, CoreWeave, and Nebius are projected to increase from just $280 billion in 2024 to $951 billion in 2026, before reaching an astonishing $1.5 TRILLION by 2028.
We're talking about annual spending potentially increasing more than 5X in just four years, and what's even crazier is that these companies are expected to spend nearly $3.8 trillion combined between 2026 and 2028 alone. And I honestly wouldn't be surprised if these estimates get revised even higher over the next couple of years. We've seen time and time again that Wall Street continues to underestimate just how aggressively hyperscalers are willing to spend on AI infrastructure. Every time we think spending might be approaching a peak, these companies come out with even bigger capex plans, and I don't see that changing anytime soon.
And I think people are still underestimating just how massive the opportunity is for the companies supplying all this infrastructure.
This is exactly why I remain so bullish on the broader AI infrastructure trade despite the recent volatility. Companies like Nvidia, Broadcom, Credo, and many others are positioned to benefit as hyperscalers continue expanding their infrastructure. And as AI clusters get larger, I believe networking, optics, and power infrastructure could become some of the biggest beneficiaries of this entire investment cycle. We're still in the early innings of what could become one of the largest infrastructure investment cycles in history, and I think the companies supplying the picks and shovels are going to have an enormous opportunity over the next several years. Bullish on the broader AI infrastructure trade. If you want to see how I’m investing around the companies supplying the picks and shovels behind this massive spending boom, check out our full Milk Road Pro portfolio below.
link.milkroad.com/d8cj6v
