Thomas Zickell

#AdvisoryBoard #IPOs #consulting #Investor #finance @blueprintmarket top 15 Moz Q&A

[Thomas Zickell @thomaszickell]

I just found out
I still don’t have the right words

Bill was a wonderful person & I feel blessed to talk with him every Tuesday

Bill always wanted to help people
Making his mark in the Law in VA in CA Bill used Patent law to take SEO to its pinnacle

I will miss you, my friend

[Go Fish Digital @GoFishDigital]

We're devastated to share that our colleague and dear friend, @bill_slawski has passed away. Words simply cannot express our sadness. We are forever grateful for the opportunity to have worked with Bill. We’ll share much more info and arrangements as it comes available to us.

[Robot Network @therobotnetwork]

Enterprise AI at Hyperscale

https://t.co/CH8m22600W

[zerohedge @zerohedge]

US TO GRANT $2B TO 9 QUANTUM COMPUTING FIRMS, TAKE STAKES: WSJ

Among companies receiving funds:

IBM: $1BN
GFS: $375MM
QBTS: $100MM
RGTI: $100MM
INFQ: $100MM

[Elon Musk @elonmusk]

Tesla AI Vision deploys airbags before impact, which greatly reduces risk of injury or death. This comes for free on all new cars.

[Serenity @aleabitoreddit]

The current bottleneck: Transformers/Switchgear. 

Trade Idea: Long Hammond (~2.2B CAD / ~$1.5B USD) at 184 CAD.

They dominate the market for:

-Transformers (dry, multi year bottleneck ~23% of market),

-serve to switchgear (2-3Y bottleneck)

-and manufacture liquid too (5Y, larger bottleneck)

I personally anticipate components price hikes like NAND, as $AMZN, $MSFT and others compete for allocation. 

You might have seen: “Half of US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure”…

Then you go further:

“To address shortages… Canada, Mexico… became the biggest suppliers of high-power transformers for AI data centers to AI data centers”

Guess who is in Canada (Guelph).. Mexico (Monterrey 3 and 4)… and the US?

Hammond

Then here’s the reason the articles cite why hyperscaler DB buildouts are falling apart: 

“Major reason behind these setbacks is the availability of key electrical components — such as transformers, switchgear”. 

Institutions are probably looking at Powell, Eaton, and others… but little do they know?

Companies like these actually buy Hammond’s transformers to put inside their own switchgear (“strong sales into data centres, switchgear manufacturers")

Their market share over the transformers market is actually pretty large (eg. ~23% dry). 

The most compelling signal:

-> 122% Y/Y 2025 backlog increase. And we can infer this to be 1B+ CAD. 

Eg. company achieved 898m CAD in sales in 2025, capacity ceiling. Management said close of Q3 2025 orders were valued at 53% of the entire closing third-quarter backlog.

Given that Q4 2025 revenue was 254 million and the backlog is "more than doubled," we can infer a total backlog value exceeding 1 billion CAD.

Also:

“Gross margin compression last year was due to the buildout of their Mexico facility, but both gross margins are expected to increase and the facility expansions are expectied to turn into accelerated revenue Q2 2026)” which is now.

Downside is if raw material costs (copper, electrical steel) spike again, but given this bottleneck, they can price hike. 

Personal FWD P/E estimates would be ~18-21 for 2026, <15 for 2027 from volume ramp.

But I think it’s possible to hit single digit fwd P/E if they do price hikes mixed with hyperscaler emergency orders. But that might get a little mixed with the new acquisition.

Regardless still looks cheap. 

Just a TLDR: 

$AMZN, $MSFT, $META, $GOOGL, $ORCL datacenter are being bottlenecked because of a lack of transformers/switchgear.

Seems like markets missed this little player with large market share, despite backlog visibility and increasing revenue from capacity expansion coming online.

I personally found it pretty compelling, so I went long.

Just sharing my personal thoughts, of course DYOR before making any decisions yourself.

[Tesla @Tesla]

FSD Supervised is freedom

[Sawyer Merritt @SawyerMerritt]

This 93 year old has found new freedom after she bought a new @Tesla Model Y with FSD. She also uses Grok navigation.

"Although she has always been a good driver, my mom can now drive without the fear or fatigue that can naturally come with age. No more relying on others for every trip. No more feeling stuck. This is true mobility that can spark new adventures in a still adventurous women!"

(via Dan Doyle's Family Channel. Full video below)

[Sawyer Merritt @SawyerMerritt]

NEWS: The Nasdaq has officially announced that they are changing their inclusion rules to make it easier for large-cap companies to enter its main index faster.

New changes:
• “Fast Entry” added. Large IPOs can join ~15 trading days after going public (vs 3 months before)
• 10% float minimum removed
• Low-float stocks allowed (with capped weighting)
• Shift to fully quarterly, rank-based rebalances
• Market cap now includes listed + unlisted shares
• These changes take go into effect on May 1, 2026

This means when/if SpaceX IPOs, the company could be added to the Nasdaq 100 as soon as 15 days after it IPOs, potentially triggering tens of billions of dollars of forced buying upon index inclusion.

[Thomas Zickell @thomaszickell]

@boomsupersonic Are you looking for aircraft engine to refurbish ? If so, please let me know. I have access to them.

[templar @tplr_ai]

On the @theallinpod this week, @chamath asked @nvidia CEO Jensen Huang about decentralized AI training, calling our Covenant-72B run "a pretty crazy technical accomplishment."

One correction: it's 72 billion parameters, not four. Trained permissionlessly across 70+ contributors on commodity internet. The largest model ever pre-trained on fully decentralized infrastructure.

Jensen's answer is worth hearing too.

[Thomas Zickell @thomaszickell]

I use Super Grok Heavy and Claude Max; they’re both excellent. Claude can do more when it comes to producing documents, spreadsheets, PDFs, etc. Grok is better at processing large amounts of data without errors, but both of them are very good. I think Grok Heavy has a big advantage with its extra agents, similar to how Mantis works. It has a high ability to reason without as many hallucinations.

[Thomas Zickell @thomaszickell]

@lbjtpujugt The numbers don’t lie €90K invested → €137K real value under the new system vs €248K without it. That’s ambition, taxation, and wealth prevention.

[Thomas Zickell @thomaszickell]

Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers https://t.co/XTeO6KZ1w2

[0xMarioNawfal @RoundtableSpace]

SMCI CO-FOUNDER ARRESTED FOR CHINA SMUGGLE SCANDAL

> Co-founder Wally Liaw arrested for illegally exporting Nvidia servers
> Scheme smuggled over $2.5 billion worth to Chinese buyers
> Used fake servers and shell companies to bypass U.S. controls
> Holds $464 million in SMCI stock; placed on leave
> Stock plunges ~12% after hours
> Faces up to 30 years in federal prison

Drug smuggling is out of style, GPU smuggling is the new hustle

[Isaiah Taylor - making nuclear reactors @isaiah_p_taylor]

My segment on Bloomberg with Tim Stenovec about our Series A.

[Anduril Industries @anduriltech]

Fight Unfair.

[Elon Musk @elonmusk]

SpaceX will build a system that allows anyone to travel to Moon.

This will so insanely cool 🚀💫🤩

[NASA @NASA]

We're heading to the Moon.

The launch window opens as early as Feb. 6 for our crewed @NASAArtemis mission. Throughout the journey, we'll bring you live coverage on NASA+: https://t.co/XjTc1fTzOv

[ᴅᴀɴɪᴇʟ ᴍɪᴇssʟᴇʀ 🛡️ @DanielMiessler]

Super hyped to announce PAI 2.3!!!

A complete rewrite of the PAI system focused around:

- USER, WORK, and SYSTEM data isolation

- A Continuous Learning system based on hook-based Sentiment gathering

- User-based Skill Personalization

...

[Elon Musk @elonmusk]

@cb_doge Testing is underway with no occupants in the car