RetroOptions 📈

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[RetroOptions 📈 @RetroOptions]

$META

[Michael Thomas @curious_founder]

Meta is building dozens of massive tents at campuses across the US, sticking billions of dollars of chips inside, and powering them with off-grid turbines.

The AI race has officially entered its Mad Max phase.

Over the last month, I reviewed hundreds of documents and satellite images for Cleanview's latest report on behind-the-meter data centers. Meta's data center strategy, which is very visible from space, was one of the weirder approaches I came across.

Mark Zuckerberg recently ditched the data center designs that Meta had perfected over the last decade and told his team to stick tens of thousands of chips in tents outside their data center in New Albany, Ohio. Each of these chips costs about $60,000. Zuckerberg plans to stick billions of dollars worth of them in the tents.

The strategy has helped cut the time to build compute in half. The first five buildings at Meta’s New Albany, Ohio data center took between two and three years to build. Meta started building five ~125,000 square foot tents between April and June of 2026, according to city permits. Satellite images show the structures have all been built.

To power those "rapid deployment structures", as they are officially named, Meta signed a 10-year deal with Williams to build a pair of 200 MW off-grid power plants. Those power plants began construction about a year ago and are nearly complete.

Meta is using the same strategy to build a data center in Tennessee, bringing the total count of tent data centers to three.

Strategies like this are part of the reason behind-the-meter data center capacity is growing so quickly.

In Cleanview's report, I found that there's currently about 2 GW of BTM capacity online today. By the end of the year, it will likely be 3 GW—equivalent to three nuclear power plants. By the end of 2027, it could be as high as 13 GW—more than the power demand of NYC.

I've been talking to a lot of reporters about this research. When I told one reporter about these tents and other companies powering their data centers with jet engines, he said, "It's like a scene out of the movie Mad Max."

[RetroOptions 📈 @RetroOptions]

@BenjaminDEKR Paper napkin math:
https://t.co/9PJ1RxRIyt

[RetroOptions 📈 @RetroOptions]

Some paper napkin math on SpaceX valuation $SPCX

[RetroOptions 📈 @RetroOptions]

Some paper napkin math on SpaceX valuation $SPCX

[RetroOptions 📈 @RetroOptions]

@SawyerMerritt Some paper napkin math justifying SpaceX valuation $SPCX:
https://t.co/j6r6YrNSPd

[RetroOptions 📈 @RetroOptions]

Some paper napkin math on SpaceX valuation justification $SPCX

[RetroOptions 📈 @RetroOptions]

$INTC
Foxxconn and Intel announce strategic collaboration to advance next-gen AI infrastructure, Edge AI and Physical AI

[Jesse Freund @jpuppet]

@intel x @foxconnoficial

Hon Hai Technology Group Announces Strategic Collaboration with Intel to Advance Next-Generation AI Rack, Edge AI, and Physical AI Platforms: https://t.co/GS8ZQ9O6HO

[RetroOptions 📈 @RetroOptions]

2027-2030 will be bright for small nuclear reactor companies!

[U.S. Department of Energy @ENERGY]

https://t.co/ZDknMBdCQ8

[RetroOptions 📈 @RetroOptions]

@sama Yes, by next year, internet will be mostly bots:
https://t.co/hC9wvmAybN

[RetroOptions 📈 @RetroOptions]

According to Cloudflare:
Bots = 57.5% of internet traffic
Humans = 42.5% of internet traffic

[RetroOptions 📈 @RetroOptions]

@dademac19 @WOLF_Financial @grok SpaceX IPO is planned for $135/share with Goldman Sachs as Lead Underwriter (Left Lead). Will Goldman Sachs benefit if the IPO is oversubscribed and the final actual IPO price is higher?

[RetroOptions 📈 @RetroOptions]

@shaunmmaguire CONFLICT OF INTEREST:
As the lead underwriter ("lead left") for IPO, Goldman Sachs is expected to capture millions in fees and commissions from $SPCX IPO

DETAILS:
https://t.co/nJI862zNN3

[RetroOptions 📈 @RetroOptions]

$SPCX
𝐇𝐄𝐀𝐃𝐋𝐈𝐍𝐄:
Goldman Sachs expects SpaceX’s AI revenue to increase 100-fold by 2030

𝐅𝐎𝐋𝐋𝐎𝐖 𝐓𝐇𝐄 𝐌𝐎𝐍𝐄𝐘:
As the lead underwriter (or "lead left") in a syndicate of 23 investment banks, Goldman Sachs could capture millions in fees and commissions from the IPO

[RetroOptions 📈 @RetroOptions]

@Kalshi Sure, sounds so realistic 😂

Who is following the money:

As the lead underwriter ("lead left") for IPO, Goldman Sachs is expected to capture millions in fees and commissions from $SPCX IPO

DETAILS:
https://t.co/nJI862zNN3

[RetroOptions 📈 @RetroOptions]

$SPCX
𝐇𝐄𝐀𝐃𝐋𝐈𝐍𝐄:
Goldman Sachs expects SpaceX’s AI revenue to increase 100-fold by 2030

𝐅𝐎𝐋𝐋𝐎𝐖 𝐓𝐇𝐄 𝐌𝐎𝐍𝐄𝐘:
As the lead underwriter (or "lead left") in a syndicate of 23 investment banks, Goldman Sachs could capture millions in fees and commissions from the IPO

[RetroOptions 📈 @RetroOptions]

@StockSavvyShay Just wrote about it. Always follow the money:
As the lead underwriter ("lead left") for IPO, Goldman Sachs is expected to capture millions in fees and commissions from $SPCX IPO

DETAILS:
https://t.co/nJI862zNN3

[RetroOptions 📈 @RetroOptions]

$SPCX
𝐇𝐄𝐀𝐃𝐋𝐈𝐍𝐄:
Goldman Sachs expects SpaceX’s AI revenue to increase 100-fold by 2030

𝐅𝐎𝐋𝐋𝐎𝐖 𝐓𝐇𝐄 𝐌𝐎𝐍𝐄𝐘:
As the lead underwriter (or "lead left") in a syndicate of 23 investment banks, Goldman Sachs could capture millions in fees and commissions from the IPO

[RetroOptions 📈 @RetroOptions]

$SPCX
𝐇𝐄𝐀𝐃𝐋𝐈𝐍𝐄:
Goldman Sachs expects SpaceX’s AI revenue to increase 100-fold by 2030

𝐅𝐎𝐋𝐋𝐎𝐖 𝐓𝐇𝐄 𝐌𝐎𝐍𝐄𝐘:
As the lead underwriter (or "lead left") in a syndicate of 23 investment banks, Goldman Sachs could capture millions in fees and commissions from the IPO

[RetroOptions 📈 @RetroOptions]

@DeItaone @grok, How much is Goldman Sachs expected to make from SpaceX IPO?

[RetroOptions 📈 @RetroOptions]

@TrendSpider Details here: https://t.co/nXhFbyZmhV

[RetroOptions 📈 @RetroOptions]

DETAILS:

At IPO:
(1) $TSLA Tesla's market cap= $1.7 Billion (yes, billion)
- Tesla issued 13.3 million shares at $17/share for $226 million in gross proceeds

(2) $SPCX SpaceX market cap = $1.77 Trillion
- SpaceX is issuing 555.6 million shares at $135/share for $75 billion in gross proceeds

They are not the same!

[RetroOptions 📈 @RetroOptions]

@TrendSpider Are you thinking $SPCX IPO will give you $TSLA IPO returns? Think again!
https://t.co/uRQsf1zwTR

[RetroOptions 📈 @RetroOptions]

At IPO:
$TSLA Tesla's market cap= $1.7 Billion (yes, billion)
$SPCX SpaceX market cap = $1.77 Trillion

Do you expect the same growth in $SPCX stock as Tesla, after the IPO?

[RetroOptions 📈 @RetroOptions]

@sunxliao $MRVL is a $200 stock, trading for $300. If you are patient, you will be able to buy it < $200 within next 6 months.
Saying it as a long term holder of MRVL stock (my cost basis is $44.66):
https://t.co/hPgTC10fCk

[RetroOptions 📈 @RetroOptions]

My $MRVL cost basis is $44.66. If you are chasing it at $325+, I feel sorry for you

PROOF: My MRVL purchase history

[RetroOptions 📈 @RetroOptions]

@zerohedge $SMR, $OKLO, $UUUU, $CEG, $VST working on it

[RetroOptions 📈 @RetroOptions]

According to Cloudflare:
Bots = 57.5% of internet traffic
Humans = 42.5% of internet traffic

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa