Jax-Tiger

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I don’t think we can make those predictions.

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We can and do make predictions, all the time.

I think the key is whether any big customers materalize. Is the DoD in for massive amounts, or do they want it for specialty uses in smaller amounts?

I can see it going either way - people are lining up to be first to market with graphene enhanced products, OR it takes a long time for customers to figure out how to use this new material.

That's where we hope that the HGRAF team has been cultivating customers during 2025/2026, so they are ready to hit the ground running when production starts.

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Because there’s zero chance the New Yorker article might have intentional disinformation…

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Probably not about Trump. In 2002, Trump was still one of the good guys in the eyes of The New Yorker.

Obviously, the article predates Epstein's legal issues. The quote from Trump where he says Epstein likes them on the young side is in there. I think there was a time when people suspected that Epstein's "dates" might be underage, but nobody knew for sure. It sounds like Trump was trying to send a message that someone should investigate Epstein...

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I have resigned myself to sell this when it hits $130-35 per share.


That would be absolute amazing. I’m praying for $25 per share but Ai like your prediction better.

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Not to be obvious, but $25 must be passed on the way to $130.

Are you saying you think it will hit $25 and stall? Or that you think it will be at $25 by 2027/2028?

My prediction is that if we get EPA approval, it will hit double digits by the end of 2026, and $50 by mid 2027. From there, we will see if is a market disruptor, or or another smell-o-vision...

If HGRAF gets EPA approval and completes the production facility, what is everyone's thoughts on what happens next?

Is it a long runway, building clients and volume over a period of years?

Or is it a short, vertical growth period with customers lining up for product and HGRAF struggling to meet demand?

Could we see a spike in stock price before production facility is completed, just based on future sales/demands?

So many ways this could play out, even if they get EPA approval and start manufacturing...

I would hope that customers try to be first to market with graphene enhanced products.

Interesting. I dont see much DoW stuff, but more battery related companies.

Batteries seem like a good market, if true.

I think he used those exact words a few days back.

I am being aggressive here because I have another portfolio where I will get a 20%+ return. This money is something I'm being aggressive with, and I see an opportunity to double/triple my money. The cost of that is that it will be a wild ride to the end goal.

I'm hoping that once the market accepts the validity of the data centers, the stock will be more consistent and not quite as "inconsistent". Validity is not the right word. Necessity is better.

I still keep saying that I'd like them to encorporate graphene in their data centers to make them much more efficiency. The good stuff from HGRAF, of course...

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I'm only down $40 now!

This does seem like a fun one to watch.

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We're all hoping it gets a lot funner in the near future...

CRWV is going up like gangbusters - based on being invited to be part of the Tech Force team.

This is good news, to see the market react positively to positive news in the data center sector, for a change. It's been discouraging to see stock prices go down even when the news has been overwhelmingly good. If there is one nit to pick, it goes down.

The whole narrative that companies are taking on too much debt seems so contrived. Especially with regard to NBIS, which has more cash on hand than debt. Almost every company has had to spend money to make money, and at least with NEBIS, the demand is crazy high. We don't have to wonder if they can sell the GPU time.

I dont think they will be bought out. Arkady doesn't seem like he would go for that. I think he wants to be the best in the industry.

Miles always had a dry, understated sense of humor - sometimes you would wonder if he meant to be funny, or if he was just funny by accident.

Lane Kiffin is in your face sarcastic and a world class troll.

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In my opinion AI infrastructure is over inflated currently. People are buying into it but little rewards on a large scale. I work in the public sector ( it has yet to take off yet and even statewide it does repetitive tasks only like admin tasks) I think in 3-8 years it will take off. Im okay with wading tge water until my stocks pay off. But they are taking a dump right now and may continue.

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I think you are conflating the AI with the AI infrastructure.

The AIs are doing the tasks you're referring to. The Infrastructure is limiting what the AI can do.

Think of AI as an automobile. The infrastructure is the roads. Right now, the cars are limited as to where they can take you because there aren't a lot of roads. It's taking longer to build the roads because they have to procure the land, do the environmental impact studies, and then build the roads. The same with data centers, except they have to build the energy production for the GPUs.

The demand for more roads (data centers) is very high - companies like NBIS, CRWV, and IREN are exclusively building data centers. The companies like Amazon, Microsoft, Google, Meta, and Tesla are also building data centers.

The demand for more data centers rises out of the demand for more AI. Right now, only the cities have some roads, just like there is enough data centers for the big companies. Eventually, the any company of any size will be connected to data centers for their computing needs. It will take a while before we get there.

To your original question - no it is not to early. The demand for electric cars was never enough to justify building a nationwide network of charging stations, so it hasn't happened. The demand for electric cars never exceeded the our electric capacity, as some suggested it would.

The demand for data centers, however, far exceeds the amount of compute that we have available, and we don't have enough electricity available to meet that demand. So everytime we create a new data center, we have to build a powerplant to drive it.