

Notloc
2.2K posts

@USAbirdbrain
I like puzzles - Network School v1 Cohort / Mechanical Engineer interested in: Water, Food, Shelter, Health, Security, Education. My views are my own



Ford & every other company that does this can go to heII




I said it the other day. Every effin' day there's at least, at LEAST 10 new videos of BS like this. If this was my kid, I would track this dude down like a rabid pitbull. And that's the God's honest truth. I'm sick of it. FED UP.


50% of US data centers are being delayed or canceled. 17% are uncertain. Only 33% are actually being built. This what's driving AI compute into orbit.

High-agency people genuinely believe that reality is negotiable in a "there are always more levers to pull" way. It's about having this bone-deep conviction that if you keep poking at something from different angles, eventually something will give.




BREAKING: Democrats now projected to seize control of both chambers of Congress this November.

We’re launching a new @alphaschoolatx high school for aspiring entrepreneurs. Our promise: Make $1m by graduation, or receive a full tuition refund. Yes, this will be the coolest high school in the world. And we're building the best team in the world to make it happen. We’re looking for 2-3 exceptional coaches to help us guide the students towards achieving this aggressive but achievable goal. You won’t be giving lectures or assigning homework. You’ll be grilling them on their P&L, driving them to the car wash they bought, critiquing their email funnels, pushing them to do things 99% of the world doesn't believe is possible. Job posting is live and DMs are open.

if this is your life, you need to do everything in your power to change it.




yeah so this is insane 24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck - MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol - massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right) - added $300M to his corweave position totalling $700M (someones gotta run those gpus) - aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now) - dumped $100Ms of NVIDIA and Intel positions. - aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer) - fund up $1.5B in the last 3 months (+35% last quarter) - now owns 10% of core scientific (levered bet on coreweave 😂) He outperformed the S&P500 8X in the funds first 6 months. fucking goated.


I am blown away that this is the size of the UK's navy in 2026. Shocked. I had no clue it had been reduced to this tiny flotilla. 😭

Supposedly people are still “testing positive” for Covid. It’s literally 2026. These liberals will NEVER let it go. True mental illness.