Part of my takeaway is that you can’t release an adaptive learning algorithm and expect it to tell you the truth if you’re training it to believe that you don’t want the truth. It took my cousin about a half hour to get it to generate this.
Disclosure: Have been selling RBLX and U to pile into NVDA whenever BTFD moments appear. Now holding ~7000 shares.
1 Like
I’d be wary of any entity that uses 100% renewables and crows about the low cost of generation. Cost of generation is all but irrelevant if the source isn’t stable. This is why Californians pay more than double what Arizonans pay for electricity. And why folks in Kentucky, which relies on coal, pay even less despite nonsense claims about coal being expensive.
Was just at a meeting with two of AZ’s five Corporate Commissioners. They’re pushing back hard on utility rate increases to finance solar due to its high cost for rate payers. They’re both huge on pushing SMR’s. I looked at some stocks when I got home. Check this out. Look at the one year chart.
oklo stock - Google Search
1 Like
The big thing about OKLO is that their Aurora nuclear plants can co-locate with data centers.
Oklo’s business model is focused on selling power to customers, and its main product line for producing power is the Aurora nuclear reactor powerhouse product line. The Aurora powerhouse is a design for a small power plant to generate 15-50 MWe of electrical power[7] via a Siemens or similar power generation system and utilizing a compact fast neutron reactor to produce heat. Fast reactors were first implemented in the 1950s, with around 20 in operation at a time,[8] demonstrating safety benefits over thermal-neutron reactors. The Aurora is intended for off-grid applications, including data centers, artificial intelligence, remote communities, industrial sites, and military bases. It will be able to operate for up to 10 years without refueling.
The original intent may have been off-grid but for logistics reasons most of these reactors will be grid connected and built with excess capacity allowing for sale of electricity to utilities where they are located. It’s a way of getting the utility to put up some of the infrastructure costs and a safety in case the reactor goes down for whatever reason. At least that’s what’'s planned for AZ.
If this technology pans out it will likely put wind mills and solar fields out of business for both cost and environmental reasons.
1 Like
Personally, I don’t like wind mills.
https://x.com/FuturumEquities/status/1972466062089437611
Disclosure: Holding NBIS, IREN, OKLO, PLTR, SNOW
Thinking Aloud: Which stock to hold if only hold one?
IMHO:
Control Layer: NVDA
Operating Layer: PLTR
Utility Layer: ???
2 Likes
Do investors go all-in in these highly speculative stocks?
Disclosure: Less than 1% of portfolio for me.
NBIS has the highest potential gain based on comments below.
USA is ahead in leading edge AI technology.
China is ahead in deployment of AI (not as advanced as USA) and has way more energy capacity.
Jensen is positioning NVDA to dominate AI at the edge.