Justin Gonzalez

[Justin Gonzalez @sh61563]

This didn’t age well lol

[Justin Gonzalez @sh61563]

$MRLN starting to get interesting at these levels. Given PIPE structuring it will range bound for next 2-3 quarters till they can prove enough commercial traction to supersede the dilution. Buyer in the high 5's

[Justin Gonzalez @sh61563]

@kingtutcap When is buying a D Boral SPAC ever a good idea

[Justin Gonzalez @sh61563]

@PepInvestStocks PIPE warrant restrike overhang capping stock. Needs to work through before meaningful appreciation imo

[Justin Gonzalez @sh61563]

@tradax4 A necessity for lunar SMR’s. Without the sterling engine traditional heat exchangers can’t function. No oxygen. Similar to $AIRJ converting thermal waste into a valuable alternative

[Justin Gonzalez @sh61563]

@aleabitoreddit $AIRJ next up

[Mike trotsky @mike_trotsky]

With El Niño approaching, $BAER could seriously take off. 📈

https://t.co/qqnhdx17mO

[Justin Gonzalez @sh61563]

What is UAV charging infrastructure going to look like for military applications?

[Justin Gonzalez @sh61563]

$HYLN full transparency own a large position but having difficulty figuring out if we are obnoxiously early or at a local top. I’m inclined to think granted $NVDA shift to 800 V DC rack migration, operational efficiencies & entrepreneurial management this is early. Short run this is purely $BE proxy driven but over the coming quarters if they can squash technological risk + show commercial traction the stock can easily 10X from these levels. It reminds me in a lot of senses of $QS

[Justin Gonzalez @sh61563]

Putting together a basket of microcap datacenter hardware enablers. Doing work on $CGEH, $MOD & already own $AIRJ. What other names do people find interesting?

[Justin Gonzalez @sh61563]

Could be a interesting CA Wildfire seasonality trade in $BAER

[Justin Gonzalez @sh61563]

@SPAC_zilla @ForgeNano I agree completely. $velo like optionality

[Chief Nerd @TheChiefNerd]

🚨 JENSEN HUANG: “The amount of energy that we need for computing is probably 1,000x more than we currently have.”

[Justin Gonzalez @sh61563]

@MrMikeInvesting $IMSR

[Qwerty @Quanterty]

Everyone is about to get hilariously rich on the "Battery Trade" and you're still early to it

[Justin Gonzalez @sh61563]

@pennycheck $AIRJ interesting here granted macro backdrop

[Justin Gonzalez @sh61563]

Once volume ticks up $AIRJ is going to rip

[Justin Gonzalez @sh61563]

People are asleep at the wheel on $AIRJ & water scarcity broadly. Data centers require three inputs power, fiber and water (mostly on generation side). Power has become too much of a limiting factor so hyperscalers are bringing it BTM. Fiber more developed infrastructure base but situationally an issue. Water has 70 year old infrastructure controlled predominantly on the muni level. Expecting any form of government to efficiently upgrade infrastructure in the face of a demand spike is moronic. Power generation in the best case scenario with dual cycle natural gas achieves 60% thermal efficiency. If $AIRJ demonstrates commercially they can convert excess thermal capacity to water this becomes $VRT overnight. Not a chemical engineer by trade but the $GEV JV gives me conviction the technology is real and near commercialization. Why wouldn’t a data center eliminate one of its principle constraints through excess thermal waste. Amazing stock trades where it is granted macro backdrop and commercialization upside scenario