Dark Matter
8.8K posts
Dark Matter
@darkmatter_2012
“What we do in life…echoes in eternity” thoughts are my own
Katılım Ağustos 2009
812 Takip Edilen331 Takipçiler
🚨: For the first time, scientists achieved something that for decades seemed impossible: they directly observed intertwined pairs of quantum photons as they interact.
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The Slanic salt mine in Romania is the closest thing to the Mines of Moria on Earth
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NEW: Hershey CEO says mint & gum sales are surging due to “Ozempic breath”
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Dark Matter retweetledi
FISA 702 just passed the House.
This bill lets the government search Americans’ private communications without a warrant—in direct violation of the Fourth Amendment.
But don’t blame the GOP alone.
Forty-two Democrats betrayed the American people to help Mike Johnson pass it.
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@ChasingSnyder @grok explain the whole situation to me. Catch me up in simple terms. Quick summary of what’s happened
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Alright. With all of the playlist and Titans schedule talk, I decided to sleuth YET AGAIN. We know about Russini’s 1st born (Michael, of course).
Her 2nd boy was said to be born 10/11/22.
She covered the last two Titans home game weekends of 1/2/22 and 1/22/22.
Tony Farmer@Tonysmarkettips
This Photo was taken Nov. 12, 2020 in Nashville, where Mike Vrabel coached. 9 months later, Dianna's son "Michael" was born. 7 months prior, Dianna was pictured in a bar kissing another man named Michael. This is getting disturbing.
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Dark Matter retweetledi
140,000 family farms have disappeared in the last year.
This is not an accident. Since Obama, companies like Bayer have been secretly consolidating the American food supply, mass poisoning us, and waging war on organic farmers.
We need to stop this now, before it’s too late!!
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"The Obamas may be the most dysfunctional family in America."
Citizen Journalist Nick Shirley's latest podcast and video are going viral after he managed to get Malia Obama to admit that her parents aren't really her parents at all.
"She had no idea who I was," said Shirley, "After a few drinks and some small talk, she started confiding in me about how hard it was to grow up living a lie."
Over the next several days, Malia confided in her new friend about her mother's transition, her sister Sasha bailing out of the family at 19 and never coming back, and her father's Grindr account.
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FSANZ just banned Moringa leaf from being sold as food in Australia.
This is the same ‘miracle’ leaf that’s basically spinach for millions worldwide and has been eaten safely for 1000+ years. I’d never even heard of it before this.
Anyone here consume Moringa? This is extremely peculiar. 🤔
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Biblical discovery in Egypt as statue linked to story of Moses is pulled from the Nile
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Texas just admitted it needs $174 billion for water.
Not for roads. Not for schools. Not for energy. Water. The stuff that comes out of your faucet.
The Texas Water Development Board released the numbers last week. $174 billion over the next 50 years to prevent the state from running out of water. Double the last estimate from 2022.
Texas is adding 17 million people by 2080. A 53% increase. Water supply is dropping 10% over the same period from depleting aquifers. Without action, shortages could cause $177 billion in economic losses by 2030 alone. More than the cost of fixing it.
And it's not just population growth draining the system.
Tesla's Giga Texas factory uses 556 million gallons of water per year. A single factory. Data centers are consuming 0.4% of the state's entire water supply and growing fast. In Austin, data centers and industrial demand are straining a water system built for residential use.
This isn't a Texas problem. It's a global one.
The World Bank just launched a program called Water Forward targeting water security for 1 billion people by 2030. 14 countries signed on. They're calling it one of the defining infrastructure crises of the century.
Water is the only commodity on earth with no substitute. Oil has renewables. Gold has Bitcoin (if you believe that). Copper has aluminum for some applications. Water has nothing. You need it or you die. Every person, every farm, every factory, every data center.
And it's running out faster than any government projected.
Where this creates an investment thesis almost nobody is talking about:
Xylem (XYL). The largest pure-play water technology company in the world. Builds the infrastructure that treats, tests, transports, and analyzes water. Revenue above $8 billion. Every dollar of that $174 billion Texas plan flows through companies like Xylem.
American Water Works (AWK). Largest publicly traded water utility. Serves 14 million people across 24 states. Water utilities are natural monopolies. You can't build a second pipe to someone's house. The customer can't switch providers. Pricing power is absolute and demand is non-negotiable.
Veolia (VEOEY). Global leader in water treatment and waste management. Operates on every continent. When countries need to build water infrastructure from scratch, Veolia gets the call.
Essential Utilities (WTRG). Growing through acquisitions of small water systems. Rural water infrastructure across America is crumbling. Most small systems are municipally owned with no budget to upgrade. Essential buys them, upgrades them, and charges the regulated rate.
Mueller Water Products (MWA). Builds the valves, hydrants, and pipes that make up the physical water distribution network. Every infrastructure dollar spent on water flows through components these companies manufacture.
The Invesco Water Resources ETF (PHO) gives you diversified exposure to the entire water infrastructure chain. When governments start writing $174 billion checks for water, every company in this ETF benefits.
Water infrastructure is the most boring and most inevitable investment thesis on earth. Nobody talks about it because it's not AI and it doesn't have a ticker on CNBC's bottom scroll. That's why it's still cheap.
every week i cover where the money is actually going before it makes headlines. former banker.
felixfriends.org/live
(texas just said it needs $174 billion for water. double the last estimate. the state is adding 17 million people while aquifers are depleting. tesla's single factory uses 556 million gallons a year. data centers are draining supply in austin. the world bank just launched an emergency water security initiative for 1 billion people. water is the only commodity on earth with zero substitute. nobody on financial TV is covering this. $174 billion has to go somewhere.)
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AJ from The Why Files just dropped a bombshell on Tucker Carlson’s show.
“The US government has unlocked zero point energy.”
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