He is not wrong...
The Digital Rust Belt: Inside Ohio’s Billion-Dollar Data Center Speculation Wave
"Whether it’s 16 data centers or 6 data centers there’s always '200 jobs'. Why? It’s enough jobs to look beneficial but not too many to break your school system"
The most expensive phrase on Wall Street this year:
“I’ll buy when it pulls back.”
The pullback comes.
Nobody buys.
Then the market makes new highs.
Repeat.
Happy Monday 😎
On another note, tell your penny stock homies to check out $KITT...
They do Underwater drones... which with all this Israel and straight of Hormuz shit and the Iranian Mine issue.... could pop off BIG.
Yale charges $80,000/year for access to Professor Ben Polak!
They put his most important lecture on YouTube for free.
Every negotiation you have ever entered. Every salary you have ever accepted. Every price you have ever set.
The other person was running game theory. Payoff matrices. Dominant strategies. Nash equilibrium. Backward induction.
You were hoping for the best.
That is not a skill gap.
That is a universe gap.
And it has been costing you $20,000. $50,000. $100,000 every single year, without you knowing the name of the thing taking it.
1 hour today closes most of that gap permanently.
The lecture MBAs pay $150,000 to access inside a degree.
Free for you right here.
Bookmark so you do not lose it!
I agree on buying the dip on $IREN, it’s one of the cleaner ways to stay exposed to the broader AI and compute trade on weakness. If you’re looking for something in a similar high conviction but earlier stage setup, $KITT is worth checking out. It’s one of the only pure plays on autonomous subsea robotics, already starting to show real revenue growth, and the bigger angle is its ToolKITT software layer which could turn it from a hardware story into a scalable, higher margin licensing model.
HEED MY WARNING:
Do NOT get married, regardless of how you feel about them now.
Do NOT have kids… they will suck your brain energy every day forever, and they will do the same to your significant other.
You’ll be MUCH happier learning to live solo and having great friends.
It’s taken me a month solid of staying up until wee hours of the morning to get my bot up and running. We go LIVE today. Wish me luck.
Feel free to DM or comment if you have questions about my Claude Code architecture or Codex usage.