AntManSuperfan
26.2K posts

AntManSuperfan
@WolvesSuperfan
do not take anything I say seriously


One name that I haven’t talked much about publicly is Forgent Power Solutions $FPS - one of our Grid Infrastructure positions. Recently initiated a 5% position shared with X subscribers and Discord community around April 27th, and the stock is up around +22% since then. Everyone talks about GPUs and AI compute, but very few talk about the electrical infrastructure needed to actually power datacenters. $FPS builds critical parts of the data center powertrain: - switchgear - transformers - E-Houses - low-voltage distribution systems Basically, power has to move from the utility grid all the way to the server rack - and $FPS sits right in the middle of that chain. A few things that stood out to me: - One of the few U.S. companies building the full data center powertrain - 80%+ of business tied to AI datacenters + grid infrastructure - Backlog doubled YoY with strong bookings growth - AI bottleneck is slowly shifting from chips to power Very underrated AI infrastructure play.

BREAKING: MICROSOFT JUST ANNOUNCED TO BAN ITS OWN ENGINEERS FROM USING AI DUE TO THE COST OF USING IT. VP OF NVIDIA SAID, “THE COST OF AI FOR MY TEAM WAS MORE THAN HUMANS” “AI CAN COST MORE THAN HUMAN WORKERS NOW”




$31,500 Invested in $SIVE 3 months ago would be worth $1,001,700. +3080% gain in 90 days. 90 days to become millionaire from $30k

Starship flip and landing burn at the end of its twelfth flight test





Prediction: world records during the enhanced games are only going to be beat marginally if at all because all pro athletes are already on performance enhancing drugs










A $1,000,000 WORLD RECORD SWIM! Kristian Gkolomeev wins the Men’s 50m Freestyle in 20.81s and takes home $1,000,000 bonus + $250,000 first place prize and reclaims his 50M Freestyle world record.


Liftoff of Starship on its twelfth flight test










