Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

RT Daniel Batten (@DSBatten)50% of all the world's energy is used to heat stuff upAnd Bitcoin mining rigs are big resistence heaters that create SATS.That's why one of the most exciting trends in Bitcoin mining is how heat recycling stands to innovate the way major industry sectors uses heat https://t.co/aPzGPpFfvC ...

Sui Builder House: APAC wrapped in Seoul!Workshops. Talks. Builders from across the region coming together.Huge thanks to everyone who brought the energy and ideas 🩵 https://t.co/KMY9umbJ07 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for electricity as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly Trump's tariffs, is expected to drive onshoring and increase demand for U.S. LNG exports, positioning the company favorably in this evolving landscape [5][14] Future Outlook - The influx of talent into the AI sector is expected to lead to rapid advancements and innovative ideas, reinforcing the notion that investing in AI is a way to back the future [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15]

AI 行业发展趋势 - AI 技术正在重塑医疗、能源等行业，需要更长远的战略眼光，不能只追求快速增长而忽视潜在后果 [4][5][19] - AI 领域存在巨大的投资机会，预计将带来数万亿美元的价值增长，但同时也伴随着风险 [8] - AI 行业可能面临产能过剩的局面，类似于互联网泡沫时期，但长期来看，市场将会消化过剩产能 [9][10] - 芯片制造商需要支持 AI 公司的发展，以确保整个生态系统的繁荣，但这种“循环投资”模式也存在风险 [15] AI 公司估值与商业模式 - 一些基于大型模型构建的 AI 公司，虽然增长迅速，但可能面临负毛利率的困境，其功能可能会被底层模型所取代 [13] - 尽管 AGI（通用人工智能）的追求吸引了大量投资，但许多 AI 公司已经拥有可持续的商业模式和良好的利润率 [16] - Anthropic 等 AI 公司的快速增长表明了该领域的巨大潜力，例如 Anthropic 的年收入从去年的不足 10 亿美元增长到今年的 80 亿至 100 亿美元 [16] 技术变革与企业适应性 - 技术变革迅速，企业需要具备适应技术变革的能力，避免技术过时的风险 [19] - 建立创新伙伴关系和生态系统对于构建具有弹性的医疗、能源和供应链系统至关重要 [20]

AI 行业发展与电力需求 - AI 和超级智能被视为赢者通吃的行业，电力需求问题将日益严重 [2] - 预计 2025 年至 2026 年间，AI 推理的消耗量将增长 10 倍，达到 500 万亿 tokens [13] - 数据中心芯片市场预计到 2029 年将达到 5830 亿美元 [10] Terowolf 公司战略与能力 - Terowolf 不仅提供电力，还建设数据中心，以满足客户的需求 [2] - Terowolf 正在改造退役的工业资产，利用现有的电网连接和基础设施 [3] - Terowolf 拥有 1.2% 的千兆瓦级 (Gigawatt) 电力，可扩展并为 AI 行业准备就绪 [15] - Terowolf 正在寻找具有滞留天然气的州，以开发联合循环燃气轮机 (CCGT) 天然气设施，预计需要 4 年时间 [5][15] 能源市场与竞争 - 新发电设施的建设需要 4 到 5 年的时间 [5] - 美国在电力设施开发方面具有优势，尤其像 Terowolf 这样的前独立电力生产商 (IPP) [16] - 中国在能源领域领先于美国 [11] 风险与挑战 - 对 AI 领域的长期发展持谨慎态度，因为实现 AI 梦想可能存在障碍 [7][12]

RT stevenmarkryan (@stevenmarkryan)When the marginal cost of:- Energy- Labor- IntelligenceFall to ~$0.Humanity enters an era of ABUNDANCE.The future is gonna be amazing. ...

Core Insights - Ramaco Resources, Inc. has appointed Mike Graney as an independent member of its Board of Directors effective September 15, 2025, bringing extensive experience in economic development and energy [1][4]. Company Overview - Ramaco Resources is a leading employer and metallurgical coal producer in West Virginia and Virginia, and a developer of rare earth and critical minerals in Wyoming [1][5]. - The company operates four active metallurgical coal mining complexes in Central Appalachia and is in the initial stages of production for a rare earth and coal mine near Sheridan, Wyoming [5]. Leadership Experience - Mike Graney has over 35 years of experience in entrepreneurship, business leadership, and executive roles, including serving as Executive Director of the West Virginia Department of Economic Development [2][3]. - His background includes managing large-scale operations and driving business growth, which aligns with Ramaco's mission [3][4]. Strategic Direction - Graney's appointment is expected to enhance Ramaco's strategic direction, particularly in investing in the metallurgical coal business and the Brook Mine rare earth and critical minerals project [4]. - The company has discovered a major deposit of primary magnetic rare earths and critical minerals at its mine near Sheridan, Wyoming, indicating potential for significant growth [5].

Environmental Impact - AI consumes a significant amount of electricity [1] - AI generates a large volume of greenhouse gases [1] Potential Benefits - AI has the potential to save energy [1]

joined on set by Adair Fox Martin, CEO of Equinex. Adair, thank you for coming in. >> Thank you so much for having me.>> To the wilds of New Jersey. >> Delighted to be here. >> Fant.We're delighted you're here. So, you gave me a really good example before the show began of what you guys do. You compared it to an airport.Explain what that means and who your company is. >> Yeah. So, I think in the world of data center, there's a harmonious view of data centers, but actually there's different types.Um, and Equ ...