
Dad Invests
297 posts

Dad Invests
@InvestsDad
Dad. Husband. Northerner. 🌍 Building an ISA from scratch adding what i can . Learning everything in real time. Not financial advice


SpaceX IPO: Order of magnitude. If SpaceX successfully prices at a $1.75 trillion valuation on Friday, it won't just surpass every aerospace company. It would be worth more than the entire Western defense, commercial aviation, and publicly traded space sectors combined.





INFRASTRUCTURE: data center power 🔴 Commercial electricity sales up >25% since 2019 in data center hubs Texas and Virginia (EIA) 🔴 ~5x more data center capacity under construction vs a decade ago (MSCI) 🔴 New builds are AI-ready, hyperscale and liquid-cooled, far more power dense




Two members of Congress bought $MU early and now they are both in a new AI stock Rep. Cisneros (D) bought $LITE on April 14th Rep. Gottheimer (D) bought $LITE on May 22nd • Cisneros sits on the Armed Services Intelligence Subcommittee. And Lumentum sells lasers directly to the U.S. military • Gottheimer sits on House Intelligence and co-sponsored legislation targeting AI chip export controls. Lumentum's chips are subject to those exact controls























