Canefan4life
Sophomore
- Joined
- Feb 16, 2022
- Messages
- 628
SPCX now looking almost tempting... grabbed a few shares just as a place holder at 146 today.
This under 600 was a steal the past year.Meta pops on excess capacity which it will sell. Maybe ‘Data’ wasn’t crazy spending all that money.
Buy a little each month for the next 10 years. Should end up good.SPCX now looking almost tempting... grabbed a few shares just as a place holder at 146 today.
Give it 5-6 months. Once more shareholders are allowed to sell, it will drop well below 146. The only way it doesn’t, starship becomes viable to replace falcon AND starmind gets a few AI data centers launched with real stats on the compute behind them.SPCX now looking almost tempting... grabbed a few shares just as a place holder at 146 today.
Like constellation at all?I posted a good video under the inflation thread. The JP Morgan VP covered the insane amount of power needed for just OpenAI to fulfill on their $1T of investments. I believe it was 32 nuclear power plants' worth of additional power just for their data centers. This is why SpaceX/starmind is a massive opportunity.
Like constellation at all?
Biggest nuclear power company with a solid discount. CGENot following your question
Tons of money was dumped into the micro reactor companies yet none are close. My bet would be on SpaceX becoming the force in the data center space.Biggest nuclear power company with a solid discount. CGE
*$CEGBiggest nuclear power company with a solid discount. CGE
Did I type it wrong?*$CEG
Own nvidia
I mean if that is the ultimate position, you'd likely want Broadcom, AMD, and Qualcomm too... or maybe even Cerebras systems, Astera Labs, or Credo Tech Group for smaller market capOwn nvidia
I live near a future fusion site in Richmond. They hoped to have it live by 2030, yet the MIT reactor isn't live yet.![]()
"Commercialization Is Really Around the Corner" – Dr. Michl Binderbauer, TAE Technologies - Veriten
This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies’ facilities and spend time with the company’s CEO, Dr. Michl Binderbauer.veriten.com
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