$NVDA is now building chips in the U.S. with $TSM 🇺🇸
Meanwhile, $CIFR already has direct access to the U.S. power grid ⚡️ with ultra-cheap electricity (2.7¢/kWh) and ~1 GW ready to deploy.
Anything “ready-to-go” will get snapped up fast — building new grid capacity takes years.
$CIFR is far ahead of the game.
Be patient… the $30s are coming soon, and $50+ after deal announcements.
$NBIS $IREN $ORCL
Opendoor's procurement team is so AI-pilled that they are now using AI tools to cancel useless SaaS contracts across the board.
In one area, we will soon go from paying 10 (ten!) different providers to paying just one + our internal AI tool, saving us million $+ a year.