Data-center stocks PLUNGE on fears of new restrictions

STATE OF TEXAS AND A BIG HEAVY PRICE FOR IT AND ONLY ONE SOCK, RIGHT ISN'T THAT GOING TO THE NEXT GUEST BEEN A FAN OF THIS AI TRADE FROM THE VERY STARTING TO MAKE YOU A L LOT OF MONEY WE NED IS UP NOW READ LONG CONSTANTLY RESEARCH NUMBER CHAIRMAN AND PRESIDENT CEO, ALL OF THE ABOVE AND SO IT IS NOT JUST TEXAS BUT THEY ARE THE TOP GEORGIA, OHIO AND NO JUST BE COMPANIES AND YOU HAVE A LOT OF FIRST-TIME DEVELOPERS AND THIS IS A MASSIVE TRILLION DOLLAR ECONOMIC PROJECT IN THIS COUNTRY. HOW DO YOU FEEL ABOUT IT NOW. >> I'M A LITTLE BIT WORRIED THAT THE NEXT THREE - SIX MUST FIGURE OUT WHAT REGULATIONS WILL WORK BECAUSE EVERYBODY MAKE THAT A CAMPAIGN PROMISE THERE'S A DYSTOPIAN VIEW THE EISENMAN FIRST PEOPLE FEEL THEY CAN STOP IT AT THE DATA CENTER LEVEL BUT THE REALITY IS IF YOU'RE WORRIED ABOUT THE ENVIRONMENT IS JR. FOR WANT TO STOCK CONTAINING IF YOU'RE WORRIED ABOUT ENERGY AND POWER GRID SOME OF THEIR INVESTING IN THE INFRASTRUCTURE THAT MESSAGE NEVER GOT THROUGH AS I JUST LIKE WHEN WE ARE LOOKING AT NUCLEAR BACK IN TODAY COME THIS IS A PROBLEM. >> IT IS LIVE IT WILL FRACKING AND WERE LOOKING THROUGH EIGHT FRACKING GASOLINE PRICES DOUBLE AND TRIPLE WHERE IT IS NOW BECAUSE THAT'S WHERE WE BELIEVE WE DO NOT HAVE THE FRACKING MIRACLE THAT PART OF COMPASS BACKFIRES. AND STATE OF TEXAS THEM YOU STILL HAVE A LEGISLATURE THOUGH IS RUN BY THE REPUBLICANS WHO VESSEL TO MITIGATE ANY DAMAGE THERE. >> YES IT WILL THAT I THINK THAT YOU KNOW THAT'S A CITIZEN CONTROLS AND OTHERS YOU HAVE A LOCAL POWER IN TERMS OF IMPROVING DATA SUMMARY DON'T WANT TO STICK TO TAKE IT OVER TO YOUR TOWN WANT TO DO THE DATA CENTER GET TAX REVENUES, YOU BE ABLE TO DO THAT WITHIN YOUR TOWN'S REQUIREMENTS FOR GOVERNOR ELECECT IN TEXAS, SHE HAS A LOTF ANIMOSITY NICE OF THIS ONE GREAT INTERVIEW THROUGH THE NEW YORK TIMES, THE TECH GIANTS OBVIOUSLY ELON MUSK PUT A LOT OF MONEY INTO THE STATE, TO GO AGAINST HER AND HER PARTY. THIS POLITICAL AND IT WAS DO YOU THINK I WILL PLAY A ROLE. >> I REALLY HOPE NOT BECAUSE WE ARE IN A WAR WITH CHINA FOR AI CAPACITY IF WE HAVE A PICTURE AS A NATIONAL SECURITY ISSUE, WE SHOULD KNOW THAT WILL BE THE CHANGE WE HAVE TO BUILD 2000 MORE DATA CENTERS AND TRY TO STRANGLE FIVE COMPUTE CAPACITY WINNING INC. AI NOT SURPRPRISING 20 STOCKS ARE A BIT UNDER A BIG TODAY PRETTY ANYTHING IS CLOSE AS IT WAS A HUGE WIN FOR THEM AND I JUST WISH THE AMERICAN PUBLIC UNDERSTOOD THIS IS A NATIONAL SECURITY ISSUE IS MUCH AS ANYTHING ELSE BACK YOUR RIGHT IN THAT SEESAW EFFECT IS THERE PLUS THEIR HOPING THAT WITH THE TRADE WAR WITH CHINA HOPING THAT WE APPEASEMENT CHINA RIGHT AND WE HAVE CHINA AND REALLY GOOD SPOTS MAKE US WE REALLY DID WE SHOULD NOT LET UP THE PRESSURE THINK. IN THE PAST YOU HAVE TALK ABOUT STUFF LIKE WELL NEVER YES AND CORP. WE'VE BEEN HAMMERED PRETTY GOOD. >> DO YOU STILL LIKE THEM REALLY WELL IF YOU HAVE FRESH CASH SOME OF YOU BY THEM I WOULD YOU WAIT TO SEE HOW THINGS ARE RESULT. >> I WOULD WAIT FOR THINGS ARE RESULT ESPECIALLY IN THE DEBBIE ASIDE BECAUSE THE PERMITTING THEM ONLY SMALLER AND COREWEAVE TO YOUR WAIT TO SEE THE FUNDS GET CALLED THE CAN BUILD CAPACITY ANOTHER THAT'S WHAT I TO BE LOOKING FOR THAT AT THE EF THE DAY, ACTUALLY LIKE THE HYPERSCALERS BETTER. >> WAS TALK ABOUT THAT HE SAVED BY THE EVER SCALARS FROM THEIR UNDERVALUED LOW-PASS COST OF CAPITOL THEY DO HAVE TO MONETIZE CAP EX KNOW IT'S BEEN WHAT YOU'RE SPENDING TRILLIONS WHEN YOU GOING TO MAKE THIS MONEY BACK. >> THAT'S A GREAT QUESTION WE HAVE WITH AMAZON AND JEFF BEZOS THREE YEARS AND HERE'S THE DEAL, THE ENTIRE AI TRADE IF YOU LOOK AT CHIPS WAS UP TO HER 23 PERCENT OF THE INFRASTRUCTURE TRADE WAS UP 100 PERCENT HYPERSCALERS WERE DOWN ONE POINT OH 52 HYPERSCALERS A FAILURE TREND. >> OKAY SO WAS INTERESTING BECAUSE JUST TO REFRESH THE FOLKS WERE TALKING ABOUT AMAZON THEY INITIALLY WENT PUBLIC JEFF BASE ALSO NOTE PLAY THAT POORLY GAVE ME SOON ENOUGH POINT TO GIVE YOU THE WONDERFUL STREET BECAUSE I'M BUILDING SOMETHING AMAZING GOING TO TAKE LOSSES IN THE STOPPING PRICE IF YOU WAWANT AND HOW IT YOU NOT BE WATCHING A SHOW ARE YOU WOULD BE WATCHING FOR ME GOT THE CHP INTERNSHIP SITE RIGHT AND THINK YOU LIKE SOME BUT I KNOW THAT AMD IS NAME THAT THEY REPORTED AN AMAZING REPORT AND THERE PROBABLY GOING TO NOW FINALLY AFTER TWO OR THREE DECADES PASS INTEL THE NEXT FOR THIS TALK IS OUT OF PRETTY NICELY, IS THIS ADVISEMENT YES IT IS AND LISA TEAM IS THE Q4 ACCELERATION AND INTO THE NEXT 2027th OF THE OUTGROWING THE REVENUE IS ACCELERATING SO YOU SEE THE COMBINATIOION OF GPU AND SEE VIO DEMO INSTANT CHIPS WORKING TOGETHER ON THE AI DATA CENTER. >> SUPERMICRO, SO TO BE HONEST A PINHEAD THIS TALK TO BUILD OUT IN THE REST OF THE CEO USUALLY THAT'S A CELL SIGNAL. [APPLAUSE] [APPLAUSE] NORMAL TIME. >> YES NORMAL TIMES AND WE 17 AND THERE IT IS THAT I SOLD AND ALL OF A SUDDEN WENT BACK UP OKAY THEY JUST HAD A GREAT QUARTER THE START BIT I GUESS INTENT BUT THIS IS VIA AND ANYTHING THAT WE BECAUSE YOU THINK. >> BY AND WE JUST WANT TO BROTHER WILLIAM CANNON PART OF THE REASON IS THESE SPECIALIZED CHIPS CAPACITY GENERAL AND THEY HAVE CAPACITY. >> THE SPACE TRADE AND TECH TRADE, YOU KNOW TO BE KNOWN AGAIN THE PUMPS NICELY YOU KNOW BARACK ABOUT SOME ISSUES MR. TRUMP ROCKET JUST KEEPS GETTING DELAYED AND DELAYED AND THERE IS A HUGE BUNCH OF PEOPLE WHO REALLY LOOK AT THIS COMPANY IN THE CEO FANS AND I'M A FAN. SHOULD WE BE BUYERS OF THE SOFT PURSUIT THANK YOU SO THE FIRST ROCKET IF YOU ARE BELIEVER DON'T GET INVOLVED SLOWS MY CONCERN ABOUT THE INVITE AI TRADE AND I WILL AND IS AN EXTRAORDINARILY WELL. I MEAN, WILL AGAINST ALL ODDS HIGHER PRICES AND LOWER MARGIN SYLVIA SNOWING UP WELL WHAT IS DRIVING IT NOW. >> FOR THE FORECASTING SALES INCREASES FOR THE HOLIDAY SEASON. THAT'S INCREDIBLE. SERVICES HAVE KEPT UP WITH NEW MAP WITH TOUCHES FINALLY SOMETHING EVERYBODY'S ELSEWHERE WILL BE OUT THERE PLUS LOOKING AT DOING SELLER SOLD OUT, STICK YOU WANT TO ASK ON TIME I DO WANT TO GIVE YOU PROPS YOU SAID YOU'RE GOING OVER EVERYTHING ·-ELLIPSIS IT WAS EXPENSIVE AND I JUST HAVE TO SHOW YOU,