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Arlington Asset Investment Corp [Ai/Pc]

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About Arlington Asset Investment Corp [Ai/Pc]

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Calls on AI
Dip buying after Monday AI panic. Oil and rates are temporary problems — market is trying to price in AI years out
1B is peanuts for SPCX. Would not move the needle. Had this been say RKLB, its a different thing all together. for SPCX the starlink revenue and of course AI DC rentals are the key. If they bring on board 10GW of DC and rent it all out, they will make shit tons of revenue. But I am not sure where on earth they will get the power for that. They did portable generators to get the one in SC rolling but not sure if the same play would work.
Missav. Ai
Unless AI can magically make oil the next day, bear days ahead of us. Bulls suddenly all got dementia and forgot about the increasing capex spending across the board with only words of profitability in the future. Even companies like Google and META are running out of free cash flow and are raising money through selling their own version of “bonds”, which are compete indirectly or directly with government bonds. 10 year and 30 year yields are still high because what is 25 bps going to do. BoJ have to choose saving their yen and dealing with massive inflation due to having to import most of their goods. Who knows if they are going to raise more than 25bps.
Love the one complaining ai said not to buy intc so they didn't. I suggested intc here a while back and got downvoted to hell. That's when i knew to buy; ai has nothing on this crowd.
No clue. She had it all sitting in sgov so I picked 3 tech companies that looked good on paper and hadn’t had their AI run yet.
Ai was telling me NOT to touch intc stating the recent offering and what not. Then it popped and keep on going. So ai is cramer!
Invest in our IPO or our AI will kill you 
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