Emotional Investor
10-06

I seriously can't resist responding to this post. Moon cakes I have no clue what they are. But camping out and looking at the moon and the stars heck ya. And I think with clarity. $AST SpaceMobile, Inc.(ASTS)$ is at record highs, sending its satellites to India for launch for now... interesting. But perhaps $Rocket Lab USA, Inc.(RKLB)$ will launch them soon on their new neutron rocket. Pure speculation because number Two and three launches are for confidential clients. But u have to guess... they don't have a desire to launch on falcon 9. 

Even more speculative, I seriously have my tin hat on... sir Peter beck, founder and CEO of rocket lab. Well he is on record of saying that the best opportunities in space have not even been conceived yet. So... enter third company $IREN Ltd(IREN)$ it's building data centers. Ok they were using them for bitcoin mining, I'm not a bitcoin guy. But the management Team are switched On. 

Now they are switching to AI, so installing nivida gpu to do not only training but inference.

But they have cheap power,renewable Power, hydro and solar

Oh I'll end this post here. Will just end with a totally tin hat concept of data centers in space. But that is where my investment thesis is  headed, @Missy Mouse 

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  • Maurice Bertie
    ·10-07
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    ASTS/RKLB links are fun to guess, but IREN’s pivot to AI needs proof,space data centers feel too pie-in-the-sky.
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    • Emotional Investor: 
      Yes total speculation, I normally don’t do that. But I will advance a more conceived theory in the next few days
      10-07
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  • Athena Spenser
    ·10-07
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    ASTS at highs + RKLB’s secret launches! IREN’s AI data centers + space twist? Wild but exciting!
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    • Emotional Investor: 
      Yes it’s wild, but possible… stay tuned, I will expand my thesis in the next few days
      10-07
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