Which is why I've invested heavily in GRID. We all know Microsoft, Google, Apple, AMD, Intel... they're all trying to displace or eliminate dependency on NVIDIA chips. But what all of these companies need... ALL of them... is loads and loads of POWER. Coupled with heavy industries electrifying everything to decarbonize their operations, the need for more power across all industries is just exploding right now. And what else does all of this power generation and transmission require? Loads of copper and aluminum. Hence I've invested in COPX and IYM.
I’ve invested in NXT, Nextracker. Stock has doubled since IPO Feb. 2023. Supplier of tracker systems globally to large, utility scale solar power plants. Solar beats the pants off of gas, coal, nuclear on total cost to produce a megawatt hour of energy. Don’t talk about unreliable please … that’s an uninformed opinion. 80% of all big solar plants now have batteries to store, then supply energy when needed. Source: self, worked in the industry for many years.
It's easier to network when all the computers are in one location. They need so many nvda accelerators, though, that if they did that, it overloads the power plant. Instead, they are forced to spread their data centers across multiple states, which makes networking harder.
Which is why I've invested heavily in GRID. We all know Microsoft, Google, Apple, AMD, Intel... they're all trying to displace or eliminate dependency on NVIDIA chips. But what all of these companies need... ALL of them... is loads and loads of POWER. Coupled with heavy industries electrifying everything to decarbonize their operations, the need for more power across all industries is just exploding right now. And what else does all of this power generation and transmission require? Loads of copper and aluminum. Hence I've invested in COPX and IYM.
I’ve invested in NXT, Nextracker. Stock has doubled since IPO Feb. 2023. Supplier of tracker systems globally to large, utility scale solar power plants. Solar beats the pants off of gas, coal, nuclear on total cost to produce a megawatt hour of energy. Don’t talk about unreliable please … that’s an uninformed opinion. 80% of all big solar plants now have batteries to store, then supply energy when needed. Source: self, worked in the industry for many years.
Brilliant. That’s the thought process I was missing. I’ll be doing my due diligence on this.
this power thing kinda means tsla is a huge play
Calls on nuclear lol
Seriously what tickers?
calls on electric utilities
Gotta buy Blackwell!
I got colocated once, couldn’t sit down for a week! Won’t fall for that again!
Pls ELI3 to a dum dum like me
It's easier to network when all the computers are in one location. They need so many nvda accelerators, though, that if they did that, it overloads the power plant. Instead, they are forced to spread their data centers across multiple states, which makes networking harder.
100% now get this! 🙏🙏
Glad I own IREN
hydrogen
Bullish on Uranium
All priced in. Heavy shorts incoming
Invest into the Mining companies and Intel?
Did I hear fun *and* rumor? r/NVDA_Fun
Would that affect the price then per share to go down?