Just some random ideas from Elon’s post: $AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - networking Since Elon Musk cited: - transformers - wiring - liquid cooling - massive chillers + complex networking As the point of failure for AI compute buildout. Which is “harder than finding power”

RT @hntrbrkmedia: BREAKING: Google is the unnamed hyperscaler behind Modine’s new $4 billion agreement.  $MOD also has billions in demand across Amazon, Crusoe, and others. Crazy scoop from a codebase that, somehow, ended up on the internet. https://t.co/Al5vHgXJ34

BREAKING: Google is the unnamed hyperscaler behind Modine’s new $4 billion agreement.  $MOD also has billions in demand across Amazon, Crusoe, and others. Crazy scoop from a codebase that, somehow, ended up on the internet. https://t.co/Al5vHgXJ34