@WillRagatz Agree 1000 percent Will. Funny was just saying that to my son the other day! It would b Awesome to somehow win this one on Sunday though. ๐๐
@WillRagatz Great job as Always Will!! I agree w them all. Also think Addison has a big year and JJ gets back to his norm! Huge game Sunday. Very Pumped for season. ๐๐
@wealthmatica Thanks a lot Nick! Love your work Iโm in $Zeta with you and will take a look at $keel. Ive been in $CIFR for awhile and thats been a Great one. You should check that one out too!! Best CEO in business in my opinion.
@mikealfred Mike Iโve been following you for a year & have learned so much from you. I wanted to say Thank you! I truly Appreciate everything you do.I learned a long time ago you canโt make everyone happy,so just keep being urself. Youโve made a positive impact on alot of people,including me
@SeifertESPN Excellent article Kevin!Unfortunately it just didnโt work out w the QB as they spent alot of money on the rest of roster. Hats off to the BEST owners in the game.Always willing to spend whatever it takes to hopefully win a SB oneday.i just hope Kesi/Koc have better plan next year
@NFL_Convo Just Awful game. To boot had Waddle too who got me .7. Canโt win many games when have 2 starters under 1 point. We get 1/2 pt for reception.
The market needs to learn how to differentiate among the teams building data centers. We are on schedule at Barber Lake and our confidence is unwavering.
$CIFR
The funny part about people calling the $GOOGL & $META TPU deal the start of $NVDA pricing power erosion is that the biggest near-term winners arenโt even the chip vendors.
It is the Futurum Data Center 10 because they are the ones who can turn cheap, stable energy into fully deployed & monetized compute at scale.
Futurum DC10
โข AI Compute Layer: $NBIS, $CIFR, $IREN, $WULF
โข Nuclear Layer: $CCJ $LEU, $OKLO
โข Power Layer: $CEG, $EOSE, $VST
Once you have signed a fantastic lease for a development site, your biggest risks are 1) financing and 2) construction/delivery.
We just priced a bond offering that was ~8x oversubscribed and has participation from practically every high yield bond investor in the world to provide funds to build Barber Lake. Now we look to the best data center construction team on Earth to continue their robust record of timely delivery in west Texas.
$CIFR
@CipherInc