#verseoftheday "Bear with each other and forgive whatever grievances you may have against one another. Forgive as the Lord forgave you."
โColossians 3:13
@SmallCapBob2 there's a second activist investor that came in after Posner, in both the common and the preferred. SO curious to see how this plays out. Are they allies or are they going to fight for control
@Greatstockpix 'californians' are not in favor of what's going on. it's one of the reasons why voterID is on the ballot this november. but don't be surprised to see it fail once the zombie vote is counted in december ๐งโโ๏ธ๐งโโ๏ธ
there is little we can do
$ALMU @Aeluma_Inc pulls in another patent. Seems important:
ALEXANDRIA, Virginia , June 9 -- AELUMA, INC. , Goleta, California has been assigned a patent (No. US 12652865 B1, initially filed March 3, 2023 ) developed by four inventors Bei Shi , Goleta, California ; Jonathan Klamkin , Goleta, California ; Simone Suran Brunelli , Goleta, California ; and Bowen Song , Goleta, California , for "Method and device for photodetector circuit with selectively transparent buffer."
A method and device for a sensor using a selectively transparent buffer material. The method includes forming a buffer region overlying a silicon substrate, and forming a wavelength configuring material overlying the buffer region. This wavelength configuring material can be configured for non-absorption of a selected wavelength range via plurality of material regions having at least alternating first and second material compositions. The material compositions can include InP, InGaAs, GaAs, GaP, InGaAsP, InAs, InAlAs, InAlGaAs, InGaP, or the like. These materials can also include strained layer superlattice (SLS) or strained interlayer (SIL) materials as dislocation filter layers. Device materials; including at least an n-type contact region, an absorption region, one or more band transition region, a p-type spacer region, and a p-type contact region; can be formed overlying the wavelength configuring material. The resulting device can include mesa-type or planar-type devices and can be configured for backside or topside illumination.
$NA @NanoLabsLtd@JackClawAI seems like a layup beneficiary of this $295B China AI datacenter plan. ๐ค
"Nano Labs Ltd operates as a fabless integrated circuit design company and product solution provider in the People's Republic of China and internationally. It develops high throughput computing and high-performance computing chips."
China ๐จ๐ณ is preparing a ~$295B, 5-year plan to build a nationwide AI data center network. State firms would operate much of the infrastructure, with Beijing aiming to source 80%+ of key tech from local suppliers like Huawei, squeezing out $NVDA and $AMD.
#verseoftheday " Jesus said, "Wide is the gate and broad is the road that leads to destruction, and many enter through it. But small is the gate and narrow the road that leads to life, and only a few find it." "
โMatthew 7:13-14
per grok...
Yes, Capstone Energy+ (ticker: $CGEH, formerly Capstone Green Energy / Capstone Turbine) manufactures its own microturbine components, including precision machining of the turbine wheels/rotors (which incorporate the blades) in-house.39adac
Key Details on Their Manufacturing
Capstone produces complete microturbine generator sets (ranging from ~65 kW to multi-MW C1000S systems) at their facility in Van Nuys, California (San Fernando Valley / Los Angeles area). The current manufacturing footprint is roughly 42,300 sq ft with capacity for around 2,000 units per year depending on mix.0c0f50
@Elgueroculero I have more shares now than i did on 5/8, but all i know is that i received a FedEx with a one-page piece of paper basically telling me to vote my shares. Tells me they're stressed about quorum ๐ฌ
$JTAI -- hopefully they can get quorum for the 6/11 vote...
https://t.co/cJvba6r9aQ ANNOUNCES LEADING INDEPENDENT PROXY ADVISORY FIRM ISS RECOMMENDS STOCKHOLDERS VOTE FOR THE PROPOSED MERGER
So curious if @elonmusk@SpaceX are aware of $CGEH @CapstoneEnergy 's microturbines, seeing as Elon specifically mentions turbines in this recent interview:
https://t.co/9Q0axZFAem
Elon Musk reveals why he believes the cheapest place to put AI will be space within 36 months
"The availability of energy is the issue. Everywhere outside of China, electrical output is more or less flat. The output of chips is growing exponentially, but the output of electricity is flat"
"How are you going to turn the chips on? Magical power sources? Magical electricity fairies?"
"Space is really a regulatory play. It's harder to build on land than it is in space. It's harder to scale on the ground than it is to scale in space"
"It's always sunny in space. You don't have a day-night cycle, seasonality, clouds, or an atmosphere. The atmosphere alone results in about a 30% loss of energy"
"Any given solar panel can do about five times more power in space than on the ground. You also avoid the cost of having batteries to carry you through the night"
"My prediction is that it will be by far the cheapest place to put AI. It will be space in 36 months or less. Maybe 30 months"
"The only place you can really scale is space. Once you start thinking in terms of what percentage of the Sun's power you are harnessing, you realize you have to go to space"
"Solar cells are already farcically cheap. In China they're around 25-30 cents a watt. Now put them in space, and it's not five times cheaper, it's 10 times cheaper because you don't need any batteries"
"The moment your cost of access to space becomes low, by far the cheapest and most scalable way to generate tokens is space. It's not even close"
"Those who have lived in software land don't realize they're about to have a hard lesson in hardware. It's actually very difficult to build power plants"