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Before we dive in, hereâs what stood out today: Microsoftâs datacenter expansion highlights the global compute shortage, Chinaâs chip buying spree keeps accelerating, and Amazonâs chart is flashing strength ahead of earnings.
Microsoft Datacenter is Bullish for Cloud
$MSFT ( ⌠2.92% ) Microsoft unveiled a new AI supercomputing cluster powered by $NVDA ( ⌠2.0% ) GB300s with over 4,600 GPUs, using next-gen InfiniBand networking. The move displays a growing datacenter crunch⊠there simply isnât enough power, land, or chips to meet AI demand.
That shortage is bullish for AWS, Google Cloud, and Azure, which can charge more for every incremental unit of compute. It also spills over into tokenized asset platforms, where real-world assets and digital infrastructure are converging. One emerging player, Jarsy, tokenizes private-company equity and opens pre-IPO access to retail investors⊠bridging traditional finance and blockchain rails. Download their app here.
Chinaâs $49B Chip Tool Binge
Despite U.S. export restrictions, China imported a record $49 billion worth of chipmaking equipment over the past year. Semiconductor firms are using regional subsidiaries and trade intermediaries to keep sourcing critical tools.
If Chinaâs homegrown silicon was truly competitive, they wouldnât be scrambling for more $NVDA and $AMD compute. DeepSeek was painted as a threat, but their hunger for higher-end chips proves otherwise. This is bullish across the supply chain, especially HBM where 40-50% of the
â #Sam Badawi (#@samsolid57)
1:26 AM âą Oct 9, 2025
Itâs clear Beijing is accelerating its path to semiconductor independence⊠and the chip race is only intensifying.
Amazon Charts⊠A Bullish Setup
$AMZN had been pushing back toward the 20MA and 50MA, with a reclaim seen as very bullish â and today it did just that, closing strong into the session.
Beyond the chart, investors are eyeing AWSâs next earnings report, where a potential reacceleration beyond the recent 17% growth rate could kick off Amazonâs next major leg into year-end.
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Have a profitable rest of the week!
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