📅 18.06.2026 · The 25-Year-Old Who's Beating Every Hedge Fund On Earth · 👁️ 3
"The companies that can build gigawatt scale facilities, data centers the size of small cities, are the ones that will actually dictate outcomes over the next decade."
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Login…sources that every AI model requires regardless of which one wins will desperately need. His framing is that the AI race stopped being a software competition a while ago. It's now an industrial hardware war. Concrete, high-end voltage cables, natural gas contracts, fuel cells, cooling systems, this is the [ __ ] where the money's going to be made. The companies that can build gigawatt scale facilities, data centers the size of small cities, are the ones that will actually dictate outcomes over the next decade. And this young dude, a 20 man, what the hell was I doing when I was 25? Surely not this [ __ ] jeez Louise. A 25-year-old dude, and hats off to you, sir. Don't let anyone call you a [ __ ] kid. A 25-year-old guy out there figured out this all before almost anyone managing serious capital did. And he positioned himself across the entire physical su…