On a long enough timeline, everything gets commoditized

Clint Barnette evilSolarGuy Richard Meyer Wow, 92% of US rare earths come from China!

Wait, Larry Ellison still owns 40% of $ORCL?! Up a cool $28bn today, this has to be the biggest single-day jumps on record?

Damn, Harvey Schwartz has a hell ova story…. Bullish $CG youtube.com/watch?v=9reEXW…

if you look at the states where electricity is the most expensive and where the price has gone up the most between 2019 and 2024, they're not the states with the most data center construction

The president of $CVX is promoting islanded data center solutions on LinkedIn and your still bullish on data centers going off grid?

Caught up with a developer building a 1.6GWh battery in ERCOT, it will be the largest in TX. They’re moving from 4hr to 8hr batteries. Let the fools focus on phantom nuclear projects, while the real revolution unfolds in BESS

Ben Thompson is a fraud, trying to be clever comparing the AI bubble to the railroads, instead of 90s internet, bc no one alive can refute it.

I wonder if they know who Marc Andreessen 🇺🇸 is yet?

The Internet bubble wasn't enough; now we must compare the 'AI bubble' to the greatest financial crash of the last 100 years?? Let me tell you, the situation on the ground is very different than what any prognosticators on twitter thinks or believes

Been looking back at my Covid tweets with all viral end game slop circulating this week. I was skeptical on NVDA/AI from 2022 through most of 2024, then started casually buying the hype about 18 months ago. It didn’t fully hit until 2 weeks ago when Claud(ia) spit out a bespoke

A month ago I was bragging about running out of tokens every day. Now I’m running < 10 prompts a day. AI is an incredible technology and there is still another 6 months of early adoption arbitrage, but over time it converges and everything becomes incrementally optimized.

Fully on board with welcoming Venezuela as our 51st state. Electric

Quick reminder on football, markets, and life: The Seattle Seahawks won the Super Bowl with San F’in Darold.