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With states increasingly pushing back, delaying, or placing moratoriums on data centers due to massive local strain on power grids and water supplies, the physical limits of Earth are hitting hard. πβ‘
The next logical frontier? Moving compute to space. π°οΈ
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With states increasingly pushing back, delaying, or placing moratoriums on data centers due to massive local strain on power grids and water supplies, the physical limits of Earth are hitting hard. πβ‘
The next logical frontier? Moving compute to space. π°οΈ
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Terrestrial grid constraints aren't going away anytime soon, making orbital infrastructure an increasingly fascinating long-term theme.
How are you positioning your portfolio around the AI energy crunch?
Are there any other equities or funds that belong on this radar?
Let me know below! πβ¨
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Can we convert $ORCL US shares to Oracle Japan shares? π€ͺ
Asking for a friend π
Oracle Japan shares surge 7% after record fiscal first quarter, bucking selloff of U.S. parent cnbc.com/2026/09/25/oracle-jβ¦
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Took a few risky trades on $AKAM spike - small positions, zero leverage - and they all paid off.π’
Iβm not going to test my βluckβ any further. π
Logging off.
I only take these kinds of trades with stocks Iβd be comfortable holding if things go south.
Know when to walk away. π
#NFA #DYOR
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$GOOGL will have its moment soon πππ
Google will launch an experimental AI satellite on Oct. 1 as part of Project Suncatcher, its effort to eventually build AI data centers in space.
The satellite will carry 4 $GOOGL TPUs and enough compute to answer simple Gemini queries from orbit while testing whether AI chips can reliably operate in space.
Google plans two more satellite launches in 2027 and is already designing potential fleets of 80+ satellites that could work together as an orbital AI data center.
Google estimates space-based data centers could become cost-competitive with terrestrial facilities by the mid-2030s.
Source: NYT
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When the market chop makes you reach for Tylenol, itβs probably time to add to $KVUE.
Vertical integration at its finest. ππ
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Curse continues...$GOOGL π΄ $META π’
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