Amp Kanin | Digital Nomad Dad

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Amp Kanin | Digital Nomad Dad

Amp Kanin | Digital Nomad Dad

@ampkanin

🌏 Family Digital Nomad • 💰 FIRE • ♻️ Sustainability • 🧬 Longevity

Auckland, New Zealand Katılım Mart 2016
100 Takip Edilen51 Takipçiler
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Jorge A.
Jorge A.@InvestWithJorge·
How Data Centers Stay Up? (2026 AI Edition) What’s it like to build a fully functional data centre in the AI age? 1. Power Distribution Gear that stabilizes, routes, and manages electricity (switchgear, PDUs, transformers, etc.). Tickers: $ETN · $VRT · $SBGSY · $ABB 2. Backup Power Instant failover when the grid fails—critical for 99.999% uptime. Tickers: $GNRC · $CAT · $ETN · $VRT 3. Cooling & HVAC The biggest bottleneck for AI racks. Air + advanced liquid/direct-to-chip systems to stop servers from melting. Tickers: $VRT · $CARR · $TT · $EMR 4. Server Cabinets & Compute Hardware Racks, enclosures, storage, networking—where the GPUs live. Tickers: $HPE · $DELL · $SMCI · $VRT 5. Building Automation Panels, sensors, energy monitoring, KNX/BMS for facility-wide control. Tickers: $SBGSY · $LEGR · $CSCO · $VRT 6. Security Systems Fire protection, cameras, access control, firewalls, and cyber hardware. Tickers: $FTNT · $PANW · $CSCO · $SIEGY A data center is basically a mini-city: power plants + cooling plants + automation + security + dense compute… all in perfect sync, optimized for AI workloads. That’s why infrastructure leaders here (especially $VRT, $ETN, and cooling/power specialists) are among the biggest AI beneficiaries right now—riding hyperscale buildouts and liquid cooling transitions.
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The Market Mind
The Market Mind@Market_Mind_·
109 Chinese Car Brands positioning
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Jesse Cohen
Jesse Cohen@JesseCohenInv·
Taiwan Semiconductor $TSM, the world's largest manufacturer of AI chips, reported record Q1 net profit of $18.1 billion, soaring 58.3% year-over-year. It also raised its full-year sales growth forecast, citing the "AI mega trend". Taiwan Semi's main customers include AMD $AMD, Nvidia $NVDA, Qualcomm $QCOM, Intel $INTC, Apple $AAPL, and Broadcom $AVGO.
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