@texasrunnerDFW@catpurrsarenice Definitely agree with you as kids are a source of revenue and primed for exploitation for dual income families that also view it as summer childcare with the hope of a future scholarship.
@HolderStephen How much is coaching when it happens so often in the modern NBA? I think it's the influx of more inexperienced players (also why I think the modern NBA isn't as good a product); I just can't imagine Jordan, Magic, Bird allowing this to happen.
10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuses for 24/7 onsite generation.
2. $BE fuel-cell onsite power play helping data centers bypass the grid with dedicated energy for AI clusters with product backlog up 250% YoY to $6B.
3. $CEG nuclear baseload backbone of the AI era with a 20-year $MSFT PPA tied to the Three Mile Island restart to supply the 24/7 carbon-free power.
4. $VST hybrid power engine of AI combining nuclear, gas & storage with a 20-year $META agreement covering 2,600+ MW across three nuclear plants.
5. $GEV industrial supplier rebuilding the U.S. grid providing the turbines, transformers & hardware every AI-driven upgrade cycle depends on with $163B in backlog.
6. $VRT infrastructure gatekeeper for AI compute controlling the cooling & power systems that $NVDA class clusters cannot run without with Q1 backlog up 80% YoY to ~$12.5B.
7. $EOSE long-duration storage solution for a grid under strain helping utilities smooth volatility as AI demand overtakes supply.
8. $NEE clean-energy arm of the AI buildout with largest renewable development pipeline in the country positioned directly into data center load growth.
9. $LEU only U.S. source of HALEU fuel making it essential for powering the modular reactors needed around future AI campuses backed by ~3B DOE contract.
10. $UUUU secures the domestic uranium supply chain by turning nuclear fuel into a national-security asset for the AI age.
@texasrunnerDFW 10-year is too range bound for any meaningful clarity. Home purchases should not be a speculation and more about shelter and why income is most important. If you can't afford at 6.1% then you still can't afford at 5.7%. Homes come with costs.
@WaltLightShed At DFW sometimes it is better/faster to take the tram to another terminal because there always seems to be a terminal under construction.
Be Jeff Green:
• Sold $162M of $TTD at ~$120 in Jan 2025
• Stock later collapsed ~80%
• Just bought $148M at ~$25
Sold ~5x higher than he’s buying it back now.