Nick
65 posts


I'm still desperately looking for the next Bloom $BE.
Can you guys help me out?
I cannot find a single public company that truly ticks ALL the boxes for the AI data center power bottleneck.
Must have:
- on-site power generation, no grid connection needed
- modular system, fast deployment
- no air permit needed
- no or very low water usage
- 24/7 baseload power
- scalable enough to power 100MW, 300MW or even 1GW data centers
- available capacity, not sold out until 2030
- proven technology, not science project
Nice to have:
- real data center customers, ideally hyperscalers
- confirmed orders or deployments today
- founder-led or highly aligned management
- CEO makes most of his money from equity, not salary
I have looked at hundreds of stocks, but every single time there is a catch.
If you truly know a ticker that meets ALL criteria, please write it in the comments or send it via DM.
P.S. no, not $CGEH. I have already shared with subscribers why. I don't want to talk bad about them, but please suggest other tickers.
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@MultiMismanaged @DataDInvesting Funny how long you wait to engage people... loser
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Anyone able to check up @DataDInvesting. I was just checking up to read the usual $SOFI pump note today since it is getting crushed. Shocked we haven't gotten one yet it might be time to do a welfare check
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I’ll repeat that $SOFI is going to hurt a lot of retail investors soon. We’re worried about college grads and recent college grad employment. So the company sitting with $30B+ of high ticket personal loans to this cohort is exactly where I would not want to hide out.
Layered in the absurd 8x+ tangible book value multiple, and the fact that book value would be a lot lower if they followed CECL accounting on their loans instead of phony market to model accounting, the risks are really continuing to mount.
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@Futurenvesting In the spirit of fun rivalries, I don’t think $SOFI invest has ever experienced the traffic necessary to actually have an outage 😂
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@boymiles_ @AmorimBalll_ It's probably because he isn't under the intense media pressure like he experienced while at United. That kind of pressure cracks people
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@AmorimBalll_ Hojlund switched team and immediately got an insane glow up, all his acne disappeared as well. 😭😭
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I think .. He was extremely smart. I’ve seen his videos with Megan Kelly and others as well as his own show, speaking about such things very recently as Israel and Gaza. He was the first to make me question some things. But, his wife and Turning Point can make those decisions.. I would think. Others choosing to speak for him.. seems very wrong. Just my thoughts. They can…speak for themselves.. ✌️
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Tucker Carlson reveals that Charlie Kirk told him many times in private that he did not like Benjamin Netanyahu.
He says Kirk saw Netanyahu as a destructive force and was horrified by the children being killed in Gaza under his leadership.
Kirk believed Netanyahu was draining the lifeblood of the United States to serve his own ambitions and his country.
Carlson says Charlie Kirk’s Israeli donors “tormented him until the day he died.”
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@legend_sliva_21 @SkySportsPL Money doesn't mean quality.. look at Wirtz 😭😭
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@SkySportsPL After spending a billion pounds, how can you say the players are not good enough.
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First time watching this back in full… Good God Almighty he sounds like he’s completely lost it. It’s scary how much ‘I don’t know’ was used throughout it. Looks lost for any ideas.
ITV Football@itvfootball
"I think the players spoke really loudly about what they want today." "I just want to apologise to our fans." "Something has to change and you're not going to change 22 players again." Ruben Amorim speaks with @gabrielclarke05 after defeat to Grimsby #MUFC | #CarabaoCup
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@adrianviewpoint @Rawk_FI True- plus it's only taxable if you sell. Place a line of credit against it and you won't incur capital gain tax, only pay interest on the amount borrowed.
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@GraphCall How about also mentioning how corrupt market makers and shorts suppress the stock, which causes the volatility to be greater than normal during market downturns. Either short it or stop talking about it since you hate it so much.
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Another guy who does not understand why his stock plunges 50% or more everytime there is a risk of recession because the amortization covenant of excess spread is much more likely with a hit due to FVO acccounting recognition due to fast changes in delinquencies .
Keep playing the music, until your warehouse financing at $SOFI stop.
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Nick retweetledi

“Cantona was also arrogant”
One of the laziest arguments I’ve ever heard in my life.
Yes, Cantona was arrogant. Ronaldo as well. But you know what both of them had to show for their arrogance?
Q U A L I T Y.
These sort of players can look the coach in the eyes and tell them F your tactics, I’ll win this game myself, bye.
These players are one of a kind. Even Sir Alex Ferguson would treat them differently. Doesn’t mean that any sort of arrogance is justified because Cantona and Ronaldo were arrogant lol.
What does Garnacho have to show for his arrogance? 5 league goals in 38 appearances? 😭
Being a spoilt brat and being arrogant because you’re the best player are two different things.
If you don’t know the difference, that’s your problem.
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@UtdHaris @David_Ornstein @TheAthleticFC That's the whole point. We need new players. We hit rock bottom when garnacho is one of our best players...
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@David_Ornstein @TheAthleticFC Getting rid of one of our best players, thought we hit rock bottom already but we seem to be going lower
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🚨 EXCLUSIVE: Ruben Amorim informs Manchester United squad he will be in charge next season + tells Alejandro Garnacho to find new club. Happened during meeting between Portuguese head coach & #MUFC players at Carrington training base today @TheAthleticFC nytimes.com/athletic/63794…
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@FabrizioRomano We the opposition team wants you to stay because with you at the helm man utd are not rising any time soon
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Nick retweetledi


@AmorimEra_ He hasn't bc Hojlund would go to control it and he would lose the ball instantly due to a poor first touch.
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@Ac_Atcr @AnimeHub51 @JP0522Takes @TrumpDailyPosts The USA is experiencing the average day in China recently... bear market galore
Let's discuss how we can't trust any financial numbers that come out of China.
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China has been hit much harder than the USA, not even close. They, and many other nations, have treated us unsustainably badly. We have been the dumb and helpless “whipping post,” but not any longer. We are bringing back jobs and businesses like never before. Already, more than FIVE TRILLION DOLLARS OF INVESTMENT, and rising fast! THIS IS AN ECONOMIC REVOLUTION, AND WE WILL WIN. HANG TOUGH, it won’t be easy, but the end result will be historic. We will, MAKE AMERICA GREAT AGAIN!!!
Donald Trump Truth Social 04/05/25 08:34 AM
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