




Jw
1.9K posts

@JwInvests
Independent trader & investor













Solar generated more electricity than coal in the U.S. for the first time ever in May. Solar supplied 12.8% of U.S. electricity, or 45.5 TWh, up 17% YoY. Coal supplied 12.2%, its fourth-lowest monthly share ever. Solar also became the third-largest U.S. electricity source in May, behind natural gas and nuclear. Solar + storage made up 91% of all new U.S. power capacity added in Q1. I actually bought $NXT in a Gamestock tournament a couple weeks ago. Gamestock is a stock competition app where users build portfolios and compete in tournaments: gamestock.onelink.me/lWtY/g527hpgn




$TE quick reminder while it sits at a $2bn market cap at $7. You get: - 5 GW solar module giga fab - 2 GW solar cell fab under construction and 50% already financed through equity - Kore Power Deal which adds about $20m in annual ebitda - An AI industrial site in Finland with building permits and 300MW power rights where Microsoft has just started construction - An AI datacenter hull with 50MW power in Norway - about $1bn in forecasted revenue for 2026 Have a great weekend!


As AI-native models grow to handle real-world network complexity, legacy hardware constraints can limit what networks can achieve. NVIDIA AI Aerial's GPU-accelerated, AI-native architecture enables a new class of Layer 1 and Layer 2 algorithms that help close the massive MIMO performance gap in real deployments, with up to 1.62x throughput gains in AI-based beamforming. The shift to AI-native RAN is the path to enhancing performance, efficiency, and programmability for radio networks. Learn more ➡️ nvda.ws/4yabvcz

$IREN at @RaiseSummit Kent Draper: 3 layers of AI compute 1. Physical Infrastructure 2. Compute 3. Software & Services Layers 1 and 2 are the key foundation, without those, your ceiling is capped. I have been pounding the table on the superior model of a bottom-up approach. @kentpdraper confirms that @IREN_Ltd sees it the same. Having a strong foundation of land, power, grid connections, substations, owned GPUs, network core buildings, and storage, will unlock the amount of GPU hours that can be monetized up the stack. It's very simple: with an abundance of physical infrastructure and chips — software is the layer that can be added when needed. The foundation of the thesis rests on physical assets and power being scarce, and those are the limiting factors in your ability to grow faster than peers.


