igoringa

Cox Chooses Vecima for vCMTS

Liberty Global chooses Commsource for vCMTS

What am I missing or confusing here? All these posts talk about some monopoly yet so many of the big providers are using others?

These posts are what get me worried about bubbles and existing companies come out of nowhere with what seems too good to be true stories. Again maybe I am confusing things here - but she seems like there are alternatives

The NBIS thread is great psychology reading. plenty of lessons to learn there. A lot of money made - a lot of money lost.

I think at one point a quarter of us were up in the millions if you combined it all - i was up 600k on nbis/iren alone before the collapse. I managed to pull off about 200K and enjoyed the lower entry point thereafter, but plenty of lessons learned

Edit: Trust I am up an easy six figures again in this last run but not near the leverage that was being deployed in the fall. It was maniacal back then.

Markos Tweet with 9 venture response

Interesting counter weight. Markos is pretty solid dude - 9 ventures who was the genesis of the Fairfax County find in response was fairly benign.

I picked up a few calls this morning - will probably just watch beyond that to see if this deal firms up

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So what’s your plan? As you know, we may have to pay a premium for FCEL…

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Now who said I have a plan lol

My plan should have been to buy when I was down 8% pre market when I woke up to piss at 3 AM but I didnt lol

I think I am going to ease in with a few calls as a spec bet - I am just paranoid some dumbass lawyer just attached it as an example since this is not final approval stage. Unlikely but I am paranoid

my primary question on this putting aside my bias I have against Ballard earned over 30 years is this:


Everything I see about the joint venture product with vertiv is for backup generators - not the actual power generation so I'm not sure why it's being compared to bloom. for example, the test pallet they're excited about I think is 1.5 MW - that's back up level of power - replacing existing diesel generators I'm not saying that's not good but that's completely different than bloom or fcel if this 60mw leak is right.

So I guess I don't get the draw from an AI infrastructure point of view into Ballard. The existing business of bus fleet has done nothing for me for a decade as I've watched them spend half $1 billion for a business that has no real significant upside.


Outside pure momentum of association with AI I am missing the play - particularly on a short-term option basis unless you're playing momentum - as opposed to I was there for example which looks like to be in the center of the AI move - or fcel of they truly are 60 mw providers

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I owned about $1000 of this 20 years ago. It didn't move for years, so I sold it after about 5 years

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Today has been a time traveling day for sure on this board. Doesn't mean it is a bad thing but this is the past decades greatest pumps being rolled out.

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SO bullish the name. Or as bullish as I can be after 24 hours

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So why I guess is my quesiton. Noting the company's history - noting a major shareholder dumped last week 8 million or so shares etc...

Ballard power system? holy shite - what year is it. they were the great Canadian hope when I was in college in 1996 and 97.

NBIS Bloom Energy

Curious as to the others take on this.

To me I like NBIS being proactive and procuring power of any form, but (1) It leads me to wonder of the permitting issues at Vineland are more real than we thik; and (2) once again reiterates the thesis that power is the game - and so many of these announced MWs are just not going to actually happen

Scarped the bottom with some current week options on NBIS, CIFR, and IREN - quick 2K flip on dead cat bounce. Looks like if I held a few minutes more could have doubled or tripled that but oh well - - too many scars from the fall lol