Public trading strategy
Google is paying SpaceX nearly $1 billion a month for AI — buy the data center s
Thesis
Even though tech stocks recently crashed, the actual revenue flowing into AI infrastructure is accelerating. Google committing over $10 billion annually to SpaceX for compute capacity proves that big tech has no intention of slowing down its AI investments. This massive capital expenditure will directly benefit the companies that build and supply the physical data centers, networking gear, and cooling systems required to run these supercomputers.
Strategy approach
Build a supply-chain momentum strategy on ANET and VST on the Daily timeframe. Enter a long position when the price crosses above the 50-day Simple Moving Average and the MACD(12, 26, 9) experiences a bullish crossover. Hold for 14 days or exit if the price drops 4% below the 50-day moving average.