I know the focus is on $NVDA right now, but $MSTR is looking incredibly attractive. While NVIDIA could potentially double from here, I think MSTR has the potential to 10x. That’s why my focus remains on the $MSTW/$MSTR trade.
SpaceX has just unveiled a massive new $50 billion Supercomputing Campus that they want to build in Cochise County, Arizona.
All info:
• Up to 6 GW across the 9 supercomputing buildings
• Construction starts 2027
• Size of each supercomputing building: ~493,000 square feet.
• Total supercomputing building space: 4.44 million square feet, excluding support facilities.
• SSVEC residential customers are projected to see electricity bill reductions of 10–40%.
• Up to 24 GWh of grid-connected battery storage to provide backup power, stabilize the regional electric grid, support local voltage, and absorb fluctuations in electricity demand. Among the largest planned battery installations in the United States.
• Additional solar generation in the region is planned to supply renewable electricity during the day and reduce demand on the local grid.
• No dedicated on-site power plant or fuel storage yard is planned.
• Each supercomputing building will have 10 MW of natural-gas-powered standby generation for critical equipment, operating only during utility outages and periodic testing.
• No gas turbines will be installed at the site.
• SpaceX plans to fund $3.6 billion in grid infrastructure upgrades, transferred to AEPCO at no cost to its members.
• Up to $260 million annually in additional benefits for cooperative members at full buildout, on top of residential bill reductions.
• Up to $200 million annually for cooperative members statewide, in addition to SSVEC benefits.
• The supercomputers will use dry cooling with a closed-loop water circulation system rather than evaporative cooling.
• SpaceX projects zero ongoing industrial water consumption.
• The cooling system will be filled initially, with water reused for up to 10 years.
• SpaceX estimates annual water usage equivalent to approximately 20–30 Arizona residential homes.
• Projected annual water use would be less than 2.5% of a single center-pivot irrigation system's annual consumption.
• Permanent jobs: Approximately 1,000.
• Construction jobs: Approximately 5,500.
• Annual property tax revenue: Up to $103 million in estimated new annual revenue.
• Regional economic benefits: SpaceX says its investment will support public education, infrastructure, essential local services, and economic development.
• Local suppliers: SpaceX is encouraging suppliers to participate in construction and development of the campus.
• Noise mitigation: Equipment will be positioned away from neighboring properties where possible, with setbacks and additional screening to reduce noise.
• Nighttime lighting: Outdoor lighting will remain off unless work is underway, with active lights shielded and directed downward.
• Dark-sky protection: The campus will comply with Cochise County's dark-sky requirements to limit light pollution.
• Nighttime construction: SpaceX says it will seek waivers when nighttime construction lighting is necessary.
• Wildlife protection: The campus is being designed with consideration for the region's sandhill crane wintering habitat.
This campus's purpose is to build one of the world's most advanced AI supercomputing campuses to train SpaceX's superintelligence models and support scientific and engineering breakthroughs.
Learn more: https://t.co/i0IUZKP7Wn
Read this before you buy another daily dividend ticker.
Daily dividend is the hottest label in Bitcoin preferreds, and it means three different things.
STRC gives you a record date for every calendar day, weekends included, and settles Saturday and Sunday on Monday. SATA and SATS skip weekend dates and slice one monthly check into equal business day pieces. Same word, different clock.
The clock is the least important part. The dial is what matters. Strategy and Strive can move STRC and SATA every month to hold the price near par. SATS has no dial at all, sits behind SATA, and lives or dies on its fixed coupon.
Follow the cash and it gets wild. Last week Strategy spent $188.3M buying back STRC and $81.9M buying Bitcoin. Strive owns 505,000 shares of STRC, so one daily payer is cashing the other one's checks. The daily paycheck is real, but Strategy is spending more defending STRC's price than stacking Bitcoin, and every one of these coupons only works if Bitcoin outruns it.
All of our lives can feel overwhelming at times. We carry worries about our families, finances, health, relationships and the future. We try to figure everything out on our own, often forgetting that God never intended for us to carry our burdens alone.
God invites us to bring Him everything that weighs heavy on our hearts. He doesn’t ask us to have all the answers He simply asks us to trust Him.
Handing your burdens over to God doesn’t mean your problems will disappear overnight. It means choosing to believe that God is bigger than whatever you’re facing. It means praying instead of worrying, trusting instead of fearing and resting in the assurance that God is working even when you cannot see it.
Remember, what is too heavy for you to carry is never too heavy for God.
You were never meant to carry the weight of the world on your shoulders. Give it to God, trust His timing and let His peace guard your heart.
“Casting all your care upon him; for he careth for you.”
- 1 Peter 5:7
Good morning.
I'm not an OG and have not been around the space as long as many others, but Bitcoin sentiment today is just about as bad as I've ever experienced. As bad as the FTX days, worse than the covid wipeout. And yet, here we are with the price hovering just above $70K. We continue on.
Have a great day.
Bitcoin is about to do the one thing no central bank can do: fix itself without a meeting. Hashrate fell, blocks slowed, and the code is getting ready to make mining cheaper on its own.
Blocks are running close to 10.9 minutes against a 10 minute target, so difficulty is on track to drop about 7.8% at the next retarget, block 975,744, expected around Friday evening. That would be the biggest cut since June, right after a 5.5% increase on October 29.
Miners who stay get a cheaper network. Miners who quit don't get a vote. No committee, no press conference, just math every 2,016 blocks.