AI Data-Center Demand Seen Near 194 GW by 2035, Boosting TSM

📌 Original Viewpoint Summary

$META is tackling a real AI bottleneck: storage is moving closer to GPU clusters to keep $NVDA and $AMD accelerators fed. The read-through is bullish for $MU, $SKHY, and Samsung on HBM/DRAM, while $SNDK benefits as storage becomes part of the GPU-utilization trade. 1
AI data-center demand remains a multi-year capex runway. Demand is expected to nearly quadruple to 194 GW by 2035, driven by more users, more tokens per user, and more compute per token. $TSM screens as a core foundry beneficiary. 2

$GOOGL still has a high-end revenue path: exiting 2028 at nearly $2B in revenue per day is on the table. That frames the stock as a scale-and-duration compounder, not just a near-term earnings trade. 3
Berkshire’s portfolio stance looks defensive, but Google is the exception. Clearing out 16 stocks, sitting on nearly 4000亿 cash, then raising Google from 1780万股 to 5780万股 and adding 100亿美元 via private placement points to a high-conviction outlier bet. The implied target called out is 350美元. 4
$TSLA is a position-sizing lesson. Going all-in over the past five years failed to beat the S&P. The takeaway is clear: concentration can turn into dead money even in a famous growth winner, so discipline matters more after a sharp drawdown. 5

Stocks remain the better long-run compounding vehicle versus housing. The hidden drag is mortgage interest: many homeowners end up paying close to twice the purchase price over a 30-year mortgage, which weakens the headline case for housing as an investment. 6
Emerging-market equities are showing a bearish breadth divergence. The index rallied, but the percentage of constituents above the 200-day moving average kept falling. With less than half of the index above that key trend line, the rally has weak internals and looks narrow. 7

$AVGO is flagged as a long-side setup for the week. Short and clean: momentum watchlist, bias up. 8
$USO looks vulnerable after tagging $142.50 highs on Thursday. A move down toward around $130 by today overnight is the tactical downside target. 9
Futures are expected to open green and claw back a good chunk of Friday’s losses. Near-term tape bias: rebound, not follow-through selloff. 10