Posts
Whitepaper on Powering AI Data Centers in Space ($RDW)
There has been a lot of debate about how realistic orbital data centers are due to issues with thermal management and launch costs. However, as terrestrial data centers continue to experience delays due to construction complexity and growing political backlash, that money has to flow somewhere. Even if the world …
Straight is open, feel the pump.
Wel well well. Big Daddy Trump has decided that now (maybe, prepare for TACO), the Straight of Hormuz “will now be lifted”. Below is the article. I am hoping the market reacts positively, but realistically, I question whether or not this is another TACO moment bound to mess with the …
Move..
NASA YOLO TFSA WILL I MAKE IT EDITION
yall virgins love virgin stock. just buy NASA with SpaceX exposure. im just betting on elon fanbase in korea pouring their samsung and skt pay out into SpaceX when it opens up. DD: rocket goes up, unless it blows up in which case my TFSA goes kaboom for the 3rd …
Why copper scrap is behaving in a way that wasn't supposed to be possible
https://preview.redd.it/iiqbs9hui34h1.png?width=1448&format=png&auto=webp&s=4876b81d72ff76278835ab8fed21bc935502061c There's an old rule in copper markets. When prices surge, scrap payability coefficients drop. More metal chasing the same material, buyers get picky, premiums compress. Simple supply and demand logic that held up for years. May just broke that rule pretty cleanly. Copper prices surged then pulled back, but …
Trump lays out Iran deal demands, says he’s about to make ‘final determination’
President [Donald Trump](https://www.cnbc.com/donald-trump/) on Friday morning said he is meeting in the Situation Room “to make a final determination” after listing everything that Iran must do for him to approve a deal to end the war. Trump, in a [Truth Social post](https://truthsocial.com/@realDonaldTrump/posts/116658423998920803), demanded that Iran “must agree” to never have …
Autodesk ($ADSK) is criminally undervalued and you're all sleeping on it 🚀🚀🚀
Alright you smooth-brained apes, listen up. Every single building, bridge, factory and skyscraper on this planet is designed with Autodesk software. Every. Single. One. You can't just "switch" to a competitor – that's not how it works. Architects and engineers would rather quit their jobs. Why ADSK prints money: \- …
46k YOLO ONDS Gotta Buy The Dip
LiDAR sensors is the next super cycle and you're going to buy the wrong stock
**Macro thesis** * Physical AI and autonomy will be the next area of massive capital allocation once the current data center build out phase cools off * Camera only approach like TSLA is fucking retarded * LiDAR sensors are the way to digitize the real world and are powering autonomous …
One The Most Overlooked Sleeper Plays in the Entire AI-Craze
(For those who want to skip the preamble, skip down three paragraphs. For those two-sentence sort of folks, skip to the TL;DR. If your name is Quentin, consider changing it??) If you've been here for more than two minutes, you're aware that AI is currently All. The. Rage. Capex spend …