We can probably say most of the green hydrogen bubble has popped, but we're into an interesting new stage for natural hydrogen. Some folks call it white/gold hydrogen, but the big deal is that it's hydrogen you don't need to 'make'. It - maybe - comes from holes in the ground 1/x
Would love for Lloyd and the PCs to not sell our grid off to the highest bidder and tie our grid into LNG.
Big ol' waterfall up north. Right cheap power. The liberals wanted us to buy power from private wind, and the PCs traded in for private gas. Both bad.
The AI numbers are starting to look very ugly.
Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive.
This is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't.
Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet.
โ Benton is pleased to announce a $2 million non-brokered private placement financing with long-time investor and largest shareholder Eric Sprott.
Full news: https://t.co/2nwTUbpT2f
Mailing List: https://t.co/s3e6ZoHL2M
#Mining#Hydrogen#Helium#Exploration#Investing#Sprott
@tuning_engines@JayaGup10 Is this not somewhat captured in risk tiered pricing? I don't think stealthily getting pushed into a more simple model is good, but it's happening already Mais no?
Yes, you should audit us! In fact, we offer API credit grants for researchers who want to evaluate our models. Please reach out!
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