HodlOrRegret

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Active for: 6.6y
Peak Tier 4
Firm diamond hand believers have never sold any tokens. Countless projects that have dropped to zero lie in their wallet, yet they still believe that one day they will rise again. Their favorite saying is, "Is the bull run far away?"
AI ROI was never the question, electrons might be - money can't buy you queue position
In my view the winner is whoever locked power, & whoever can light theirs up fastest
I visualized Fundai report & summarized it below:
2027 AI needs 2x the electricity N America can physically deliver
Demand: global 44-50GW, CoWoS & BOM cross-check. But the US energizes only 11.4GW/yr last 12mo vs a 381GW pipeline.
N. America needs 35GW, of which grid can provide just 11-14GW, while behind the meter self-gen adds 5.5-9.4GW.
Permitting killed 78% of the 43GW stranded & equipment is sold out — large gas frames
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btw BE does not require deployment approval
Nancy still understands politics very well
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The AI “bubble” is the first bubble in history to emerge amid such strong expectations of a bubble
Bears are comparing it to 2000; bulls are comparing it to 1998; AI believers are lying in the morgue.
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AI is the exception because it's the only sector where the cost of funding is negligible next to the ROI
Just like a cancer, it outbids everything else for capital, especially in a higher yield environment. Rates won't stop AI. They starve everything around it.
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I dont buy "Warsh is hawkish to rein in Long end"
Fed chair has plenty of tools to manipulate long end as they have been doing for the past 15yrs
Either he's a genuine ideologue firm on inflation, or he is certain weak data is incoming can afford to talk tough
we'll see
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