Krudo DeJesus

Energy and infrastructure value investor

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Jay Yoon @jaysyoon]

Full credit to @blueoutliercap and @Mike10947310 for doing the recent heavy lifting on $HNRG

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

As the great Warren Buffett once said:

“The best investment is not in yourself. It’s in a bankrupt shoe retailer that pivots to AI datacenter operations.”

[Krudo DeJesus @krudodejesus]

@duncancampbell CCGTs are great but a few reasons:

1. Some locations don’t have access to firm gas

2. Diversity of dispatcheable power

3. Longevity. Best energy asset is a fully depreciated nuclear power plant

[Citrini @citrini]

Analyst #3 is going to get such a fire bonus.

[Krudo DeJesus @krudodejesus]

He is risen!

[Krudo DeJesus @krudodejesus]

@iancassel He is risen indeed!

[Bill Ackman @BillAckman]

And Fannie and Freddie are stupidly cheap. Asymmetry at its best. They could be a 10X and it could happen soon.

[james hawkins @james406]

110-year-old Turkish grandma shares her secret to a long life:

"i never once used Microsoft Teams"

[Henrick Johansson @compliantvc]

European founder after raising €12,500 in venture capital

[Lynne Kiesling-Knowledge Problem @knowledgeprob]

new essay: “The Coal-to-Gas Switch Was Neither Accident Nor Design.”

The argument: U.S. power-sector decarbonization was not just a technology story or a fuel-price story. It was also an institutional story about market rules, incentives, and system design. 1/3

[Liz Bowman @MsLizBowman]

💠For a 627-MW West Texas data center, a dedicated combined-cycle gas plant offers a 20-year cost of roughly $2.9 billion

💠A solar + battery system costs about $6.2 billion over the same horizon - a $3.5 billion premium...

(source: S&P global)

[Krudo DeJesus @krudodejesus]

Patience

And read the @michaeljburry piece on Fannie and Freddie on Substack

[Bill Ackman @BillAckman]

@HoldenWalker99 Patience

[Krudo DeJesus @krudodejesus]

@MarceloLima Well but eventually

[Krudo DeJesus @krudodejesus]

Ordered immediately

[Lloyd Blankfein @lloydblankfein]

Out today!

[Krudo DeJesus @krudodejesus]

On a stable, irreplaceable asset. Genius

[Adam J. Mead (Watchlist Investing) @BRK_Student]

Berkshire Hathaway recouped its purchase price for BNSF in Q1 2019, nine years after purchasing the railroad for $33.5 billion. And the cash continues to pour in...$4.4 billion last year alone.

2026 will see cumulative dividends near 2x the purchase price.

$BRKA $BRKB @BNSFRailway

[Acquired Podcast @AcquiredFM]

Tomorrow.

[Krudo DeJesus @krudodejesus]

This is what happens when reality is jettisoned

[Arnaud Bertrand @RnaudBertrand]

Easily in the Pantheon of the stupidest things done by any country these past 2 decades.

[Krudo DeJesus @krudodejesus]

I own Fannie and Freddie common.

This Michael Burry piece is a must read

@michaeljburry

https://t.co/A4yJXCcfgZ