Diz Gruntled

[Diz Gruntled @1bad51]

@SloCan68 It's not an SUV, but my Silverado EV is a 460 mile- range luxury rocket ship. Buy one a year old for 40% off.

[Diz Gruntled @1bad51]

@RepNancyMace Open your eyes. It already did.

[Diz Gruntled @1bad51]

@cybrtrkguy A tire plug kit and air pump at harbor freight would be $20. Easy repair. Why would this even be an hour problem let alone a day wrecker?

[Diz Gruntled @1bad51]

@DonDurrett Fcf chart that looks like a Nike that looks like Nike stock price chart.

[Diz Gruntled @1bad51]

@BambroughKevin @Gecko4441 A bit disconcerting not answering the $hg question.

[Diz Gruntled @1bad51]

@bandannacapital @rekurencja They're redomiciling from Canada to US and waiting in uplisting...after that the sales announcements. At least thats the plan.

[Diz Gruntled @1bad51]

@pdxmoderate @AlexPadilla4CA You made this up? Bummer, im a fan of yours, but block people who post fake bs. Would actually love to see proof of this.

[Diz Gruntled @1bad51]

@AsFarAsYouKnow1 @pdxmoderate Left pdx for the coast 4 years ago. Still exposed tp oregon dems, but a massive improvement in quality of life. A once great city, circling the drain.

[Diz Gruntled @1bad51]

sonetimes its the little things.

[Diz Gruntled @1bad51]

@calvinfroedge

[Diz Gruntled @1bad51]

@GavMcCracken Chevron $150/bbl quote got me to push some more chips in today. But betting against Trump's reality distortion field is always risky.

[Diz Gruntled @1bad51]

Memorial Day sales are disgusting.

[Diz Gruntled @1bad51]

#9 has $hgraf written all over it.

[Rihard Jarc @RihardJarc]

A MUST-read interview with a Siemens employee explaining just how high demand is for energy equipment right now because of AI:

1. The whole situation is shocking even for people who have been in the business for 40 years. They are getting orders that are double the size of what their entire factory can produce in a year.

2. Demand is so high in the last 5-8 months that they don't need to convince or send any analysis (such as CO2 emissions, etc.) to clients because they just want the equipment, because there's so much backlog that they just want to catch the order.

3. Decisions are being made very quickly by clients; the backlog for some of the energy equipment companies is 5-6 years. For transformers, the situation is even more difficult.

4. He mentions that right now, data center builders do not care about sustainability; they just want power at any expense, reliable power. They say they will think about sustainability later.

5. The orders have gone from previous 20-30 MW orders to now 200-500 MW units. Customers have previously wanted to get equipment from different OEMs, but now they prefer an integrated standardized solution.

6. An interesting dynamic is that even though the data center requires 100 MW, the builders are buying N+1 units of gas turbines (so more than just for 100 MW) as backups, as well as having more energy capacity, as they believe they will continue to grow that data center.

7. He does believe there is some double booking going on on transformers and switchgears because of extra-long lead times.

8. Everyone is trying to reduce PUE, and water use effectiveness, but even after improving, they just use the same power to run more compute.

9. The problem is also liquid cooling, as it is expensive, and water availability in many regions is a problem.

10. Margins on equipment in the sector have gone from 4-6%, where they were 2-3 years ago, to 20-23% and in some cases even 40%. The data center builders know the margins are high, but they are fine with it because they just want to get it.

found on @AlphaSenseInc

[Diz Gruntled @1bad51]

@GDXTrader What's the case for selling shares, given the potential? I guess that "potential" doesn't put steaks in the freezer today?

[Diz Gruntled @1bad51]

Who else bought this sale today? $hgraf. 2,500 more shares that won't be sold anytime soon.

[Diz Gruntled @1bad51]

@DrInsensitive Turns out replacing the swimsuit contest with a pie eating contest was not a great idea.

[Diz Gruntled @1bad51]

@bhumiashish @JoshSoto429798 @Jason You might want to look at the cost of just one engine on these boats. And who makes them. Then you'll know why everyone thinks you're retarded.

[Diz Gruntled @1bad51]

@JoforOregon Every one of them when asked who they'll vote for next election: "Kotek" Oregon voters are just so very, very, very stupid.

[Diz Gruntled @1bad51]

@umesh_gandhi007 In both.

[Diz Gruntled @1bad51]

@ItIsHoeMath We need talented, courageous truth tellers. There are a huge number of us out here with massive respect and gratitude for what youre doing. MayBe hard to see, but its moving the needle. Slowly...then all at once.