Glow Bro ☢️

VLCC futures creeping up late in the day. (Sparta)

🧵Nuclear energy and data centers are a pairing that most aren’t really understanding. Microsoft and OpenAI partnering on a massive scale AI data center requires massive energy usage. There’s equal weight in nuclear power IMO, SMR reactors have created a massive opportunity for the US domestically and globally and the DOE knows it.

Let's not forget what every other automaker does for product reveals... They stand in front of a screen and talk about the vehicle. One that no one can get inside. No one can ride in. No one can touch Tesla on the other hand sets up an entire themed mini-city with great attention to detail at Warner Brothers Studios and has 50 working prototype Cybercabs that guests can actually ride in and use the touch screen, running a real version of FSD that will be deployed to the fleet shortly Say what you will about if Tesla can solve FSD, but Tesla put orders of magnitude more effort into We, Robot than any of the competition does for their product unveils I wanted more information like everyone else, but it's also true that Tesla has said in the past the competition has started copying Tesla from information shared at past events Given what's riding on Cybercab, we have to at least acknowledge why Tesla wants to keep its cards close to the chest And while my only commentary so far has been making an observation about $TSLA in the short term (btw: I was not saying Tesla should have talked about the more affordable vehicle, I just knew that many were expecting it), I'm back from evacuating after a crazy week and have never been more eager to put a video together And to the people like Taylor Ogan (who blocked me) - you're a disgrace. Was the Cybertruck faked? Last time I checked, it was the best selling electric pickup in the US in Q2 🇺🇸 Comments like his are a slap in the face to the thousands of people that have been working for months to make the event and the products possible. You can argue Optimus was faked if you want given the teleoperation, but to say every Tesla event has been faked is insane Much more to come soon. Aiming for an Electrified Sunday Special 🎥