Nikolas Alvarez Naranjo

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Nikolas Alvarez Naranjo

Nikolas Alvarez Naranjo

@NikolasAlvarezN

CALIFORNIA WILL BE GOLDEN AGAIN☀️🇺🇸 *Opinions are mine and do not express the views of Steve Hilton For Governor & T.Y.R.* $ONEN $UUUU $BSIN $CEPL $FRMI $KEEL

Tiburon, CA 🇺🇸 Katılım Mart 2020
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Capstone Energy+
Capstone Energy+@CapstoneEnergy·
Kanamoto, Capstone Energy+’s authorized distributor for Japan, will be exhibiting at the Greenhouse Horticulture & Plant Factory Exhibition/Conference 2026, taking place July 15–17, 2026, at Tokyo Big Sight, Halls 1–2, Tokyo, Japan.
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Nikolas Alvarez Naranjo@NikolasAlvarezN·
solana:MUxEsUKSMACyw5fZf68wxf5FLnZVhtU9CwH8uNNGay1 invested in the wrong state.
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J@jayabacus·
$cepl Buy initiated target $20 - analysts assumes no DC business. So that’s all gravy.
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Big Sky Industrial Inc
The deeper problem isn't the ban, it's what's left underneath it. One plant in Wyoming supplies roughly 20% of the world's helium. The U.S. strategic reserve was sold in 2024. U.S. output is increasingly consumed by U.S. fabs. Every layer of redundancy the market had in 2020 is now gone. Rebuilding it means new domestic primary supply, and that takes years. Which is why it has to start now. $BSIN Phase 1 targeted for Q1 2027 in Montana with fully contracted helium supply under a five-year take-or-pay agreement.
zerohedge@zerohedge

China's Helium Export Ban Raises New Risks For Global Supply Chains zerohedge.com/geopolitical/c…

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Brett Velicovich
Brett Velicovich@TheDroneWarrior·
The rules of drone warfare are changing in real time. The U.S. isn’t adapting fast enough. Catch my recent chat with @StevenSimoni, Co-founder & President of Allen Control Systems on the @DroneUltimatum podcast for a candid discussion on lessons learned from Ukraine, autonomous warfare, AI, and the future of U.S. defense technology. @powerus_usa @allencontrol
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Nikolas Alvarez Naranjo
Nikolas Alvarez Naranjo@NikolasAlvarezN·
A collaboration between $AIRJ & $TGEN could be a game changer for both. At the very least, developers have a winning strategy when pairing these two technologies for a behind-the-meter data center campus would unlock major synergies. ⚡️Pair @TecogenInc with AirJoule💧 tech to create a zero-water cooling loop for data centers. 💻 AI workloads are straining the grid and draining municipal water supplies. A partnership or integration between these clean-tech leaders directly addresses the data center density crisis. The technical synergy: ⚡ On-site power generation: @Tecogen_DC ultra-low emission natural gas-powered CHP systems deliver steady, reliable, and cost-effective electricity for server racks, bypassing congested utility grids. 🔥 Waste heat capture: @Tecogen_Inc captures engine exhaust heat to produce low-grade thermal energy. 🔄 Thermal sorption: AirJoule’s desiccant technology uses that waste heat to regenerate its system, extracting pure distilled water from ambient air without extra electricity. ❄️ Closed-loop cooling: The harvested water feeds the data center’s cooling towers or liquid-to-air heat exchangers for high-density AI servers. 🌍 The impact: True resource circularity with localized power, ultra-efficient dehumidification, lower PUE, and near-zero municipal water use. 🚀 #DataCenters #AIInfrastructure #CleanTech #EnergyEfficiency #Sustainability #Microgrids
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Nikolas Alvarez Naranjo@NikolasAlvarezN·
Mark my words: $META’s 10B DC investment in Alberta Canada is bullish for $TAC
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