Ted C

    • Ted CTed C
      ·10-08
      Wow overwhelming double beat

      Applied Digital's Earnings Show Its Data Center Bet is Starting to Pay Off

      Applied Digital delivered surging revenue in its latest quarter as its artificial-intelligence data center buildout began translating into business, offering investors a potential bright spot.The comp
      Applied Digital's Earnings Show Its Data Center Bet is Starting to Pay Off
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    • Ted CTed C
      ·08-12
      Cool infographic. looks like $CoreWeave, Inc.(CRWV)$ have no problem to pay up. 
      @nizzmo:
      $APPLIED DIGITAL CORP(APLD)$ Second half of 2028 can't come soon enough. $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$
      $APPLIED DIGITAL CORP(APLD)$ Second half of 2028 can't come soon enough. $IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$ $NEBIUS(NBIS)$
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    • Ted CTed C
      ·05-19
      I find it amusing that as many country is currently assessing their nuclear infrastructure indicating potential growth of nuclear reactor segments but the industry is generally not favoured$NANO Nuclear Energy Inc(NNE)$  $Oklo Inc.(OKLO)$  $NuScale Power(SMR)$  
      4.45K1
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    • Ted CTed C
      ·03-29
      Will the current war don't help investor understand that localised energy source maybe the way to go? And does the current threat on oil supply make nuclear a enviable source?

      As Tech Giants Get More Hands-On With Energy, Their Risks Rise

      Tech giants are sick of waiting around for electricity. But locking in future power means taking on more upfront risk.The race to build up more AI data centers has created a strain on the existing power grid while also bottlenecking the ambitious plans of the world's largest tech companies. AI systems consume far more energy than more typical servers and other computing gear, but new energy generation facilities don't exactly go up overnight. As a result, companies better known for driving advertising clicks and social network likes are now diving into the power business.Capex on energy projects is nothing to sneeze at: If the company plans to build out the multiple gigawatts of energy in Intersect Power's pipeline, that could represent billions of dollars of investment beyond what it paid for the acquisition. And Alphabet is already spending record amounts on capex to fund its AI build-out, as are its peers. According to estimates from Visible Alpha, Alphabet spent about $91 billion o
      As Tech Giants Get More Hands-On With Energy, Their Risks Rise
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    • Ted CTed C
      ·01-19

      As Tech Giants Get More Hands-On With Energy, Their Risks Rise

      Tech giants are sick of waiting around for electricity. But locking in future power means taking on more upfront risk.The race to build up more AI data centers has created a strain on the existing power grid while also bottlenecking the ambitious plans of the world's largest tech companies. AI systems consume far more energy than more typical servers and other computing gear, but new energy generation facilities don't exactly go up overnight. As a result, companies better known for driving advertising clicks and social network likes are now diving into the power business.Capex on energy projects is nothing to sneeze at: If the company plans to build out the multiple gigawatts of energy in Intersect Power's pipeline, that could represent billions of dollars of investment beyond what it paid for the acquisition. And Alphabet is already spending record amounts on capex to fund its AI build-out, as are its peers. According to estimates from Visible Alpha, Alphabet spent about $91 billion o
      As Tech Giants Get More Hands-On With Energy, Their Risks Rise
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    • Ted CTed C
      ·01-16
      Wow this is really a push for SMR nuclear tech right? Basically instead a big power company owning bigger installations every tech is now required to buy some with the planning of growth capacity. $Oklo Inc.(OKLO)$  $NuScale Power(SMR)$  $NANO Nuclear Energy Inc(NNE)$  

      Trump Eyes Plan To Make Big Tech Shoulder Their Own Data Center Power Costs: Report

      The Trump administration will reportedly propose PJM Interconnection, the largest power grid operator in U.S., to hold an emergency auction.
      Trump Eyes Plan To Make Big Tech Shoulder Their Own Data Center Power Costs: Report
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    • Ted CTed C
      ·2025-10-31
      First time historically PayPal is paying dividends . my first reaction is they must really be making money..enough to share profit. What is your take on this move? $PayPal(PYPL)$  
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    • Ted CTed C
      ·2025-10-28
      $PayPal(PYPL)$  EPS beat plus high quality new revenue stream through Open AI ChatGPT. both huge WINs for PayPal. Could this be the catapult point back to thier glory days?
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    • Ted CTed C
      ·2025-10-22
      11b+5b now. WOW long term revenue stream secured$APPLIED DIGITAL CORP(APLD)$  super bullish

      Applied Digital Secures $5 Billion AI Factory Lease with U.S. Hyperscaler

      Applied Digital Corporation announced it has entered into a lease agreement with a U.S.-based invest
      Applied Digital Secures $5 Billion AI Factory Lease with U.S. Hyperscaler
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    • Ted CTed C
      ·2025-10-17
      $APPLIED DIGITAL CORP(APLD)$ shared for coins. If it dips I will buy again
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