I’m considering building a new big LT position within AI infrastructure constraints.

Power, memory, substrates and now glass…

There’s SO many opportunities circulating right now; $LPK $P $PENG $DGXX $MRAM just a few examples.

The industry is moving SO fast.

So, what’s the best cases out there in your perspective?

I need inspirations for my research.

🤯DO WE COOL HUMANS OR DO WE COOL COMPUTE?!?

Ha! We are not bullish enough…

$IREN $NBIS $CIFR $WULF $DGXX $AAOI $SIVE $AMD $NVDA

China is adding a nuclear reactor every two months at this point.

How much power do we need to beat China?

By 2030, 8% of global power will go to powering data centers.

That means we need about 2.000 GW to power these data centers.

Right now the entire U.S. of on grid energy is about 1.200 GW.

If Canada and U.S were responsible for powering 25% of the data center power needed by 2030, we would have to bring online 500 nuclear power plants in the next 4 years.

The last power plant put up in United States took 6 months.

The bottleneck is real.

The race for AGI is real.

Don’t miss it.

-BP

Please note: This is not financial advice.