It’s been impressive to see how well the ‘Google Complex’ has performed year-to-date considering most of the excitement throughout the year has largely revolved around Anthropic and OpenAI
@RunPlutus
https://t.co/7rFmenw6yu
$RELL presented at the LD Micro conference yesterday and provided many important updates on their BESS segment. They are currently working with partners on some "very significant opportunities" to bring BESS production to the U.S. (likely in a similar manner to the Gotion deal). Management also specifically cited that their key end markets are "commercial, industrial, and datacenter markets". I have built a meaningful position in 12/18 $30 calls and haven't trimmed a single bit of my original position. Below is an infographic that management provided during their presentation, which I think lays the situation out pretty clearly.
One lesson I’ve learned in my short life is that you should not blindly reject opinions or research that run counter to your own.
Even when someone presents a view that goes against your position, it is incredibly foolish to reflexively deny it or dismiss the person making the argument.
Sometimes people ask me, “If you are bullish on X, why do you follow, quote, or pay attention to people who are bearish on X?” But I actually find people who challenge my views on X more interesting — as long as their arguments are reasonable.
Because they help me identify and reduce my own biases. By absorbing those counterarguments, I can become more complete in my thinking.
My word, is there not a better small cap name that's positioned to capitalize on the AI picks and shovels play better than $rell? We have the Gotion BESS angle (huge), and now artifical diamonds for AI trade angle. Who's that "bottleneck" trader everyone talks about? $250m mc BTW
Real fA&Mily @AggieFootball and relationships and coolest nicest fans and community. we lose recruits from Texas every day. We still show them love. Cuz we family #gigem 👍🏽