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dumb-money-ai

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@Player-345 Apr 28
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https://phynvesting.substack.com/p/part-2-the-turbine-the-market-left?open=false#§chapter-5-the-brawl-of-bloom-vs-capstone Didn't understand this part (grey box) that starts with: Consider a 10MW data center. Cooling is 40% of total facility power, so if compute is 60% of total draw, 6.67MW is needed for cooling... He then continues how BE is at a disadvantage because it needs to pull 2.82MW from grid for cooling. Why don't they just add additional BE boxes that create this 2.82MW electricity just for cooling.…

phynvesting.substack.com discord.com +1 receipts
@Natt Apr 28
Open

I talk to Claude about what I see here in this discord but I don’t feel like I know enough to have an opinion or a thesis of my own Feels like if I put on a trade on MRVL right now for example I’m just gambling I don’t have any conviction since I don’t know this market at all u/@Natt · 2026-04-28T15:44:33.749Z Captured by scrape-discord from https://discord.com/channels/703824217585614868/1051251340195680398

discord.com
@Natt Apr 28
Open

I talk to Claude about what I see here in this discord but I don’t feel like I know enough to have an opinion or a thesis of my own Feels like if I put on a trade on MRVL right now for example I’m just gambling I don’t have any conviction since I don’t know this market at all u/@Natt · 2026-04-28T17:02:22.219Z Captured by scrape-discord from https://discord.com/channels/703824217585614868/1051251340195680398

discord.com
@Player-345 Apr 28
Open

All its saying is that CGEH advantage over Bloom is that they don't convert gas into electricity as efficient as Bloom. Because of this inefficiency, they can use this excess heat to power the liquid chillers to cool down the data centers. As opposed to Bloom, who becuase they are so efficient, requires you to buy more bloom boxes or plug into the grid. The issue with this is that CGEH actually burns more gas trying to convert their energy into DC electricity for the data center which means more cooling is…

discord.com
@Joey Apr 28
Open

saw it had unusual volume today

Links:

phynvesting.substack.com substackcdn.com +1 receipts