Why $AIRJ is perfectly set up to benefit from the largest AI infra buildout in history ~
A dense GPU data center takes electricity and it has a waterfall of consumption ➡️runs it through chips ➡️memory ➡️ networking gear ➡️ power conversion equipment ➡️ pumps, and fans, and almo
Texas continually takes steps to become the de facto place for power secured land and the best state to lead this data center buildout
ERCOT is trying to stop the Texas grid queue from becoming clogged with undercapitalized data center projects, big dogs only 🐕
Bullish for Te
There is a ton of great DD about the robotics ecosystem on FinX
Can’t help but think that $AMZN is still the clearest answer though
I do not have a position but on a real buying opportunity I would be very interested in initiating one
Repetitive physical workflows combined w
Happy AH to all my fellow $CIFR shareholders
CoLo will be a very valuable business model as this buildout materializes
$GOOGL has essentially confirmed this build out will last much longer than many thought
Maybe another deal with them soon?🤔
Frog PFP is officially retired… this little guy will always be a part of my identity on here though😆
I am officially showing face, taking ownership of my moves, and in turn hopefully establishing trust🫡
Let’s continue to win everyone
I want to say a sincere thank you to everyone who watched, left nice comments, and gave me feedback
Each video will get better and better, the $AIRJ analysis part 2 will be released in or week or less
This is just the start and I could not be more excited and motivated🫡
My main takeaway is that chips, data centers, and all other stocks in AI basket are must holds
I still have no interest in $IGV personally
So much money to be made in the application of this buildout, going to keep exploring all the new nuances that will appreciate AI assets
Nuclear has always been very attractive to me but from everyone I talk to thats been in the space say its been mostly non rewarding
Names like $UEC & $OKLO sound so good in write ups but nuclear isn’t getting priced like its close to realization or that Uranium is in a deficit
Tomorrow at 9am my $AIRJ thesis video will drop
It will serve as an introduction to the thesis of the company and a broad overview of its science, applications, and management
Its my first video ever so while I feel like I stuttered a lot and spoke a little fast, I am quite
Con Murphy’s Irish Pub 📍Philadelphia
Stella with Bangers and Mash
Was another long week but vibes are great, happy to be young and enjoying every moment of life
Hope everyone has a great weekend ☀️
The RDO structure of the $AIRJ dilution is something worth looking at, especially considering they still want to attract institutional investors at this stage
This was a registered direct sale to selected institutional investors, that means $AIRJ had buyers willing to fund the
$AIRJ announces a $15 million registered direct offering of common stock
This brings in $15 million and gives AirJoule more runway in the future as they continue to burn cash, as before they only had enough cash until 2027
$AIRJ latest 10Q showed 68.47M shares outstanding as
I’d love to actually hear a Canadians perspective on this
They, more than anyone would likely know the true reason this has happened
Canadians you have the floor, please enlighten me
I did not end up buying more $AIRJ today
Was some really great entry points right at that $4.06 level
I really want to be strict with my entries, as I put nearly half my net worth into this at a $3.61 average
Trimmed $ORCL and bought $ASTS as a swing, obvious it will rebound
$AIRJ announces a $15 million registered direct offering of common stock
This brings in $15 million and gives AirJoule more runway in the future as they continue to burn cash, as before they only had enough cash until 2027
$AIRJ latest 10Q showed 68.47M shares outstanding as
$AIRJ announces a $15 million registered direct offering of common stock
This brings in $15 million and gives AirJoule more runway in the future as they continue to burn cash, as before they only had enough cash until 2027
$AIRJ latest 10Q showed 68.47M shares outstanding as