Strongarm, RSE 💪⚡️

oil refineries and flat prairies ⚡️stackn sats and got no blue check fiat.

[FarmahTom @FarmahTom]

Working on it.

[Mike Redeker @mjredeker]

https://t.co/5oYBy1Un1h

[Reflection🪩 @0xReflection]

Michael Saylor is about to become the first man in history to watch his stock go -99%, twice

[Pierre Poilievre @PierrePoilievre]

BREAKING: Liberal inflation is back, up 3.2%, with Canada having the highest food inflation among G7 countries, according to Statistics Canada.

People are paying more and getting less, with Carney causing the only recession in the Group of 20 countries.

We must reverse the Liberal high taxes, waste, and deficits so Canadians can live affordable lives once again.

[zerohedge @zerohedge]

Wendy's should convert all restaurants into data centers. Stock will 100x overnight

[Andrew Burchwell @AndrewBurchwell]

Bullish Appalachia

[FarmahTom @FarmahTom]

Customer offtake segments expanding

[Matt Allen @investmattallen]

$TSLA Tesla filed a trademark for “MEGAPOD.”

The filing describes modular AI data center hardware that could connect compute, energy storage, and power infrastructure into a single platform.

The future of AI belongs to the companies that can combine power and compute at scale.

[FarmahTom @FarmahTom]

Battery’s & Fuel Cell Adoption is happening at breakneck speed for new data center developments.

[KAMTRADER ™️ @kamtraders]

$ANY

[FarmahTom @FarmahTom]

Tesla announcing a modular datacenter solution.….

https://t.co/Xmp9wEiczz

[Strongarm, RSE 💪⚡️ @vanderstrongarm]

@mjredeker @TheRealSteed Can’t find er

[Mike Redeker @mjredeker]

Onward

[FarmahTom @FarmahTom]

Caveman nods head in agreement.

[Mike Redeker @mjredeker]

IMO, we have a pretty simple thesis playing out in front of us. Compute demand high / Live power supply low. $$$ is finding its way to public names that have live power, infrastructure, etc.

Or, to put it another way, "Most investors still think the AI trade is chips and memory. It's not. The real constraint is physical — permitted land, live power, infrastructure, and an operator who can run it all at the highest level of efficiency. The companies and operators who control energized, shovel-ready infrastructure with the ability to manage it at scale are sitting on some of the scarcest assets in the entire technology buildout. Institutions know this, and they're moving as fast and aggressively as possible."
https://t.co/FJUmCxvfvh

[FarmahTom @FarmahTom]

That’s a T not B for those who haven’t had their coffee this morning.

[Jared @jwat_5]

@jdm_trades Nice post! I'm also a shareholder

I do think $WYFI and $ANY are the only relevant public comps. $APLD and $CORZ sites are large hyperscaler sites, not edge.