$NVDA Jensen on open source and sovereign AI:
"every country, company, startup needs to build their proprietary AI"
"open models reaching frontier levels has enabled them to do that"
giga bullish $NBIS
After watching the $NBIS Vineland hearing, I've increased my exposure to BTM energy via $FCEL
Politicians want the optics of blocking data centers because it will get reelected in November
But they clearly don't want to turn down the investment data centers bring.
So they
Currently updating my $FCEL thesis based on the information shared in Daniel's free article:
If $BE is nearly sold out into 2029 or 2030, and is raising prices for customers with urgent requirements, where does that lead $FCEL?
With the recent directives from Pennsylvania,
Every AI server board passes through an oven made by companies like $ASYS on its way out of the factory.
But semi manufacturers can't get enough ovens to expand capacity.
Lead times have now extended to 6-12 months.
While $ASYS delivers in 6-8 weeks.
And on top of that, with
Very interesting times for $ASYS right now:
> In June, they raised $60 million in cash for M&A activity
> In the same month, the stock hit a high of $23.99 after Russell 3000 inclusion
> Since then, the company reported its best-ever earnings with 120% growth in AI and margin
$NBIS Vineland site approved.
Just as I said don’t fall for the FUD.
This meeting was never the real execution risk.
Sourcing all the components and physically building a data center is hard enough, why would anyone build it in a place where you would get blocked by
The fear on X for $NBIS Vineland meeting is seriously overblown.
NJ planning boards generally can't deny a plan because residents object, or over emissions, water use, or property values.
Those arguments belonged to the zoning stage, which Vineland settled in 2023-24.
So the
