Craig

Information consumer, Investor, American voter

[Joseph Wang @josephwang]

Guys this is why yields are so high - mystery solved!

[Ocho Drinko @ochodrinko85]

No bullshit if I saw this clip 8 years ago I would have been a 4 star prospect

[Mason💙💛 @masonyo25]

I just don’t understand how can you go through youth levels and Division 1 basketball without learning the basic fundamentals of making a layup? Why is she jumping off of two feet on a wide open uncontested layup? Why does she shoot with her feet completely uneven? I don’t get it

[matthew sigel, recovering CFA @matthew_sigel]

Not really a $BE fit. This thing is a massive grid build.

They're building at least 9.2 GW of new gas generation on federal land, largely with Japanese funding, and connecting it to the AEP grid. SB Energy is also paying for $4.2B of transmission upgrades.

It's a pretty remarkable trade if it works: OAI gets a staggering amount of power, SB Energy gets to develop and own a monster 20-year infrastructure business (taxpayers still own the land), AEP gets billions in new transmission infra, and Ohio ratepayers get a stronger grid + access to excess power without footing the bill. (And somewhere in Japan, a high-yield bond salesman is licking his lips.)

Bloom can absolutely do multi-GW deployments but its killer app is getting modular onsite power up fast when the grid can't. Here they're building the generation and the grid together, with excess power designed to benefit the broader system. Harder to see what problem Bloom solves.

[Alexander 𖤓 Nietzschean Vitalist @UbermenschMind]

How the average social media scroll in 2020 felt like

[Chuck Grassley @ChuckGrassley]

My compliments to the sheep barn at the Iowa state fair for having warm water when u wash ur hands Pretty nice

[Matthew Yglesias @mattyglesias]

I'm not sure Rhaenyra's message of securing the northern border is going to resonate at a time when the cost of living is the number one issue for most voters.

[The Hood Therapist @OhhMar24]

The WNBA headlines really went from “Caitlin vs Angel Reese” to “Will a dildo be thrown on the court tonight” to “Should trannies be allowed to play” 😭🤦🏽‍♂️

[Barstool Sports @barstoolsports]

“We are here to win championships. If you don’t wanna win championships, go to Indiana”

How do we tell Purdue’s new AD Indiana won the Natty?

[Boring_Business @BoringBiz_]

The day you let compliments get to your head and criticisms get to your heart is the day you will peak at whatever you do

[Shipwreckedcrew @shipwreckedcrew]

They thought they could play a “No D” version of the All Star game like the NBA does but all it did was expose the very low level of actual offensive abilities possessed by most of the league.

[Boring_Business @BoringBiz_]

Finance students after spending 4 years learning how to build a DCF model when they realize no one actually uses DCFs at a real job

[Iowa State Fan Rick @RickSanchezISU]

RACISM!!!!!!

[Wall St Engine @wallstengine]

Nvidia $NVDA disclosed a 9.3% passive stake in Nebius $NBIS, representing 22.26 million shares.

[Perry Lin @perry_lin1]

As a collective, the companies need to do a better job educating the public that new data centers use less water than golf courses, are as quiet as a normal office building, and don’t raise electricity costs. @ashergenoot @rftylerpage @danroberts0101 @PaulBPrager @WUSTL_Bear

[Craig @coll3ctiveworld]

@RHouseResearch Where are you deriving $9-11/watt for capex? https://t.co/zljaa1loPc HUT's own disclosure shows ~$17bn of capex at Beacon Point

[Crémieux @cremieuxrecueil]

Data centers barely use any water, barely use any land, and they lower electric bills.

[Boring_Business @BoringBiz_]

Over the last 3 years, majority of western European countries have seen little to no GDP growth, particularly when compared to the US, China or India

It is actually fascinating to watch an entire continent stagnate and fall in the hands of bureaucrats

[Rittenhouse Research @RHouseResearch]

Exec at a $1.6T market cap company flexing his company’s stock performance with a 5 minute chart is absolutely diabolical

[Wellu @Wellutwt]

Bruhh Look at that peek masculinity of a Greek warrior 😭