🎙️ Interview recorded - stay tuned! At #PTC26, $NUAI CEO Will Gray sat down with Abigail Ruth Opiah from The Tech Capital to discuss the intersection of #AI demand and power #infrastructure. Keep a look out for the interview!

What he said $NUAI

If $NUAI mgmt is able to deliver on what they laid out just ~a month ago, this company should be worth several billions. I have the utmost confidence in Will & Charlie and their recent announcement of PDI as NUAI's capital partner provides the highest level of validation. Pure

As a reminder of what $NUAI really does, and does well.

Signal

Tempest in a teapot $NUAI

Like most Pandas I know, this one isn’t very smart. Dulce is signal.

Saw the legend's 2004 performance in Orillia. His band is the tightest I've heard to this day. Pure power, speed and control!

At #PTC26, $NUAI CEO Will Gray joined Proactive to break down our power-first model for #hyperscale data centers, a major partnership with Primary Digital Infrastructure, and our capital strategy. 📺 Watch the full interview: loom.ly/OCtrHlY

All, please be aware of this scammer. I do NOT use WhatsApp in this way, nor will I ask you for money. All my ideas are only on X, free of charge. Thanks for flagging Dan Wolff!

Fun fact about $NUAI: Powered land today trades at $300k-$500k/acre. TCDC = 438 acres New Mexico site = 3,500 acres That’s $1.2bn to $2bn in land value alone! NUAI’s market cap today = $0.35bn. You can bet there’s a ton more value once this land is developed into a DC.

Follow the bread crumbs…

This will not end well bloomberg.com/news/articles/…

So, that didn't take long: bloomberg.com/news/articles/…

I’m very glad this is happening in the early innings of AI proliferation, when we can course correct. That said, is the genie out of the bottle?

🚧 Site work continues at New Era Energy & Digital's TCDC - progress you can see: #NewEraEnergy #DataCenters #EnergyTransition $NUAI

$IREN investors voting with their feet today and rotating into peers. Some days are harder than others.

ERCOT's proposed large load study framework, currently making its way through the stakeholder engagement and consultation process, will be a moment of reckoning for datacenter loads looking to grid interconnections to save them. It's becoming increasingly clear that you will need

NXDR Inflection? OPEN Earnings. And a Long Lunch with Kash on NUAI. Just recorded a 15-minute video breaking down three things I’m watching closely: 1.Nextdoor (NXDR) — is this finally the operational turn or more noise? 2.Opendoor (OPEN) earnings — what actually moves the stock