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402 posts

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@CLVC98
The Blue-Collar Investor 🏗️ Building homes by day. Building wealth with AI, smart investing & real business by night. No hype. Just math + real-world lesson
Katılım Şubat 2026
134 Takip Edilen51 Takipçiler

@CLVC98 @MarioNawfal Trump crypto! Which will make us all have wealth "never seen before"
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🇨🇳 China just switched on the world's largest offshore solar farm
2.3 million solar panels. 2,934 steel platforms. 11,736 piles driven into the ocean floor. Built to survive force-11 gales and sea ice.
It sits 5 miles off the coast and powers 2.67 million people.
Oh, and they're also farming fish underneath it 😳
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@Babochee @MarioNawfal I hope so because im invested in those🤞 but at 5-7 year out look i feel like we need something sooner
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@RepJackKimble Wait dumber that what we have now?!? will the runner up be a literal stone?
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I find it absolutely INSANE that out of all the Data Centers in the U.S. approximately 90% do not have the capability to process the current AI demand.
The main thing holding back development is sheer demand for power. For example one advanced GPU rack draws between 40kw to 100kw
What's even crazier is although China has fewer physical data center buildings. They were able to add more power capacity to their grid in 2024 than the United States has ever...
There are currently TWO highly anticipated nuclear power plants breaking ground this year. Natrium Plant in Wyoming and Hermes II Demonstration Plant in Tennessee. Both of these plants will not be completed until 2030 at best.
this is why I believe that this data center build-out cycle will greatly increase demand for quick alternative energy from Solid-oxide fuel cell providers like Bloom Energy. 📈


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CC retweetledi

CEO's learning AI will cost more than human workers after firing 25% of their workforce
unusual_whales@unusual_whales
"AI can cost more than human workers now," per Axios
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@KaiXCreator I mostly use it to research investment angles. Saves me tons of time but i still need to know what to ask and look for
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@Smartnetworth1 I’ve been doing it for about 6 years never missing a month. The gains are insane!and all i did was buy ETFs and bank stocks…
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@Sandeman52 @JamesL1983389 One up wall st by peter lynch (required reading for everyone)
And zero to one by peter theil,

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Finx fam, one of my followers, @JamesL1983389 DMd me a question about finance books that are helpful. I personally never read any except for ones during my masters degrees. Can anyone please recommend whatever is helpful. @DeepValueBagger I think you listed a few before.
Thanks yall.
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@InTheAssembly Or Semi’s are over bought and he is de-risking his position without causing a downward spiral
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Leopold Aschenbrenner's 13F never came on Friday.
Here is the REAL reason why, and what it tells you:
The most likely explanation is that he requested confidential treatment from the SEC.
Confidential treatment is a legal tool that lets large funds delay disclosing positions they are still actively accumulating, sometimes for UP TO A YEAR.
Funds use it for one reason: they are building a position big enough that public disclosure would MOVE THE PRICE AGAINST THEM before they are done.
If that is what happened here, it means Aschenbrenner is quietly accumulating something significant and does not want the market to see it yet.
The 24 year old who turned $225 million into $5.5 billion in 12 months going dark on the one day he was legally required to show his hand is not nothing.
Pay attention to what happens when this position finally becomes public.
We are checking every day, and when it comes, we’ll share it here publicly.
Turn on notifications so you don’t miss the signal, this is VERY important.
Many people will wish they followed us sooner.

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My brother-in-law runs his own data center/GPU farm at home.
Currently makes him ~$3k/month profit. 30% solar powered. Aiming to get to 60% by end of this summer which will increase profits significantly (mostly down to adding batteries, not panels), then will buy more GPUs.
He sells the compute via some 3rd party service that takes a cut. Apparently a lot of ML/rendering workloads.
You can just do stuff!



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