DC

I_am_Nerman

It reminds me of when AOC wanted to negotiate a "better deal" for NY'ers in 2020 after Amazon decided they were going to build a second headquarters (HQ2) in NY. Amazon promptly dipped to DC. Arlington, VA got all those jobs. And people wonder why over 500k people have left NY since then.

volckerwasright

Good ROI on those sponsored tweets, about a 30-40% move in MSOS since the first one (DC Draino, I believe)

LeMAD

Tornado warning over Washington DC. This could be useful.

Glittering_Fix36

DC baby. The District, all day.

DowntownWpg

Oddly several of them posted yesterday, with a very similar message saying it is a campaign promise and it's time for change. @Gunthereagleman, @DC_draino can be added to the list. It feels like they are trying to prime their base for something. Hopefully anyways.

Quiet_Appointment_63

I see, idk about battery packs work myself but tbh. I'm not sure I understand how DC batteries can support a series of GPUs that individually consume let's say 1000w for a Blackwell. However I'll look into battery packs as I'm not sure how they work from Tesla and others. Thanks for the comment.

Odd_Entrepreneur2815

They easily pay their current leases and expense and also have $1.256B in EBITDA. They just sold the innovation center by their HQ and are about to sell a DC in Ohio. Real Estate transacts every day. Dive into their 10k and you can easily see the picture and cash flows etc.

Ok_Cry7572

Just to give you an idea of how much DC steals from us… Jerome Powell wants $2.5 billion to “renovate” the Federal Reserve building. Dallas Cowboy stadium cost $1.3 billion to build.

peaceup_atowndown

Bummer. What changed? I’ve been going for about 8 years (in DC) and it seems about the same to me

Jumpy_Childhood7548

They are desperate. Mortgage industry has dried up, as rates are up, DC actions will keep them up, and the economy is stagnating.

weHaveThoughts

Y’know someone in his cabinet already told 10 friends and they told friends… these fkrs are too damn incompetent to keep anything a secret, let alone trade deals or running their mouths off at every bar in DC saying Israel is going to attack Iran… Looking at you Mr Sect of Defense…

PowerElectronic3341

South Vietnam 🇻🇳 lost to war because DC Democrats cut their funding promised to them while Nixon was president. Causing over a million south Vietnamese to be murdered the next 10 years. 20% Tariffs is reasonable and Vietnam 🇻🇳 can compete easily. They have already reduced their prices. 🕊️🗽

Tiaan

From today: https://x.com/GuntherEagleman/status/1942586646685249971 > As a former police officer, I strongly support President Trump on wanting to reschedule marijuana from schedule I to a schedule III. > > Foreign nations are outpacing the U.S. in medical marijuana research, and we must take the lead. Rescheduling is an effective compromise it maintains illegality while enabling critical studies to advance our understanding and innovation in this field. Gunther Eagleman is a MAGA Christian account with 1.4M+ followers From yesterday: https://x.com/DC_Draino/status/1942325611672056152 > Cannabis is absurdly classified alongside heroin as a Schedule I drug and treated more harshly than fentanyl > > Does anyone actually think that makes sense? > > Trump’s campaign promise to move cannabis to Schedule 3 seems like a good compromise > > It maintains criminal penalties while also unlocking critical medicinal research that can save lives > > No brainer imo Another big MAGA account with 2.2M+ followers They're using similar talking points too about how it strikes a good balance between maintaining criminal penalties while unlocking research

manualCAD

The DC Draino guy was invited to the closed door Epstein meetings when they did the binder photoshoot. Both influencers, but this admin has made it clear they're allowing the "new media" to have access to the WH and briefings. If these mega maga accounts are posting positively about cannabis, you know they have gotten their marching orders from somewhere.

UsedState7381

I don't see how this DC guy is any different than Fat Joe, they both are influencers and matters very little in the grand scope of things.

KAI5ER

I have many thoughts about this. But I legitimately think that both sides don't really care about reform but love to use it as a talking point. Fat Joe, was a horrible choice but probably convenient and matched whatever narrative the Harris admin had planned. DC Draino's account is fairly smart with their social posting. I assume it was added fodder to defect from any attachment to Epstein folder backlash

manualCAD

I put more confidence in this DC Draino guy actually knowing about something than I did with fat Joe. I'm fully convinced the "behind closed doors meeting" with fat Joe was actually just them smoking a blunt. Literally nothing came of that.

vertigostereo

DC swamp insiders rejoice.

manualCAD

The DC_Draino account was retweeting Tysons cannabis tweets from last week and rallying around the move to S3 last night. DC Draino was one of the nerds who got conned with the Epstein binders and is in the "new media" or whatever they're calling it. This admin could use a good distraction in the news cycle right about now.....

wolf_of_rapestreet

>best place after califorina, new york, nashville, and miami and coastal NC, coastal SC, Cabo San Lucas, Scottsdale, Seattle, Colorado, Maine, DC, Europe, Japan, Singapore, Australia, New Zealand, Aruba, and Hawaii Basically a close second after those

Shah_an_shah

They probably go to their respective embassies in Washington DC.

pinghing

His Excellency, Mango Tacos(🥭, 🌮) President of the United States Tesla Dealership DC location

imrickjamesbioch

Elmo is an idiot… He’s starting to believe his own propaganda that spews on the Jie Rogan podcast that somehow he’s the smartest guy in the world vs a con man who just bribed a couple government officials to federally fund his companies Once he got booted out of DC, he should have taken a break from the public eye for a couple years. BUT I guess you can’t stop a narcissist from what they seek the most which is constant attention and everything is about them. As for Tesla, the company fucked before Elmo fallout with Convict Orange. Dems and pretty much the entire world outside Putin/Saudis hate his ass and are seeking other EV’s to purchase. Then Red Hats don’t buy EV’s in the first place so that not a customer base he can rely on. Unless Tesla teams up with Ford and comes out with a F-150 EV with automated trucker Nuttz that deploy along with 69 Orange Taco flags when a redneck presses the “own the Libs mode”. Regardless, now he wants to piss maga off as well by going against Con47? Does he really think he’s that popular cuz he had the twitter algorithm manipulated so that everyone follows and gets his tweets on twitter? I won’t get into the lil reports I heard that robotaxi is already a failure with basic things like driving on the wrong side of the road, letting people off in the middle of the road, speeding, and other traffic laws that put pedestrians lives in danger. But Tesla future, IMO is not bright at all and will end up like blockbuster of EV’s and an after thought in a couple years. SpaceX is screwed as well…

GhostsinGlass

[Based Fontaines DC](https://www.reddit.com/r/pics/comments/1lsn0v2/fontaines_dc_in_finsbury_park/) To make this market related. Gearbox uses Fontaine DC's "starburster" in their [First Look trailer for Borderlands 4](https://www.youtube.com/watch?v=26vY2GMfYTw) and it's and absolute gem of a trailer. They're cooking and if they can keep Randy Pitchford from opening his mouth too much sales are gonna be sweet. Borderlands 4, GTA VI, Calls on TTWO

theprinterison

I have a female friend who works in politics in DC. She works as an assistant to some scrub politician. She said she heard talks about a BTC standard. The rollout will be partial (10-12% of Current GDP). Has anyone heard similar?

Dad_just_puked

🥭 didn't only win every win every swing state...but also two counties in Texas that NEVER voted red, EVER, before (this means they previously voted for black Obama and woman Hillary)... ...this...and...EVERY...US voting entity...so, states, DC, territories had increased GOP voting. (Not one entity had increased Dem voting)

rriggsco

> Seattle's population increased by 2.2% last year, tying with Washington, DC, for the fourth-highest growth rate among the nation's 50 most-populous cities. Growing pretty fast for such a hell hole.

careyectr

At today’s retail prices hydrogen-powered cars are nowhere near cost-competitive, and even at the $5 kg⁻¹ plant-gate figure they would only be “borderline” against gasoline or public fast-charging, not home charging. The Toyota Mirai’s EPA rating is 66 mpge, which works out to about 1.5 kg per 100 miles. At $5 kg⁻¹ that is roughly $0.08 mile⁻¹ – comparable to driving a 50 mpg hybrid on $3.15 gal⁻¹ gasoline or using a DC fast-charger priced around $0.45 kWh⁻¹, but still more than triple the cost of charging an EV at home on 15 ¢ kWh⁻¹ power.    The catch is that drivers don’t pay $5 kg⁻¹ today – they pay $25-30. California stations, which serve nearly the entire U.S. FCEV fleet, posted pump prices of $27-30 kg⁻¹ in late-2024 and early-2025, pushing real-world running costs north of $0.40 mile⁻¹ – about four times gasoline and an order of magnitude above home-charged BEVs.  Even if future gigafactories hit DOE’s $1 kg⁻¹ “Hydrogen Shot” production goal, distribution and station margins add another $2-3 kg⁻¹, so the on-road price might bottom out near $3-4 kg⁻¹. That would bring per-mile cost to roughly $0.05-0.06 – competitive with fast-charging and gasoline, though still above home charging. Meeting that target assumes wholesale renewable power under 3 ¢ kWh⁻¹ and electrolyser CAPEX below $1 000 kW⁻¹, both of which the IEA and DOE regard as stretch but plausible for the early-2030s.   FCEVs do offer quick refuelling, long cold-weather range and better payload for heavy vehicles, but those advantages must outweigh three structural hurdles: hydrogen remains two to three times less energy-efficient “well-to-wheel” than a BEV, public station coverage is sparse (74 U.S. sites versus 110000 DC fast-charge plugs), and vehicle sales fell more than 20 % in 2024 while BEVs kept setting records.   Bottom line – at $5 kg⁻¹ delivered hydrogen a fuel-cell car would be marginally competitive for drivers who rely mostly on expensive public charging or need diesel-like refuelling speed. At current $25-30 kg⁻¹ pump prices it is not. Whether scale and policy can close that gap fast enough before batteries improve further is the open question.

Affectionate-Idea690

go to DC and buy one

RonsJohnson420

Weed is the farthest thing from the minds of the idiots in DC.

WillingnessFluid6244

This guy speaking in the house right now is everything wrong with washington DC. Could you find a more feckless and uninspiring person if you tried?

creemeeseason

Can't find stats on this since that data is apparently not made public? Source? Also, lack of insurance is usually a fine on the first offense anyway, and only is found if a motorist is stopped for something else, so there seems to be a pretty weak correlation there, if any. Also, according to Google, the top 5 highest uninsured states (as of 2022, the most recent data made public but well after your 2020 turning point) are: Washington DC New Mexico Mississippi Tennessee Michigan So the blue state hypothesis you put out seems to not hold water, and poor states tend to have higher uninsured rates indicating that it's more likely a financial decision than a law enforcement decision. Also, Michigan isn't poor, but has really expensive insurance for some reason (source: I used to live there) so that adds to the financial argument. No idea about Washington DC though. Also the previous uninsured peak was 2008, as I mentioned. Therefore peak uninsured tend to correlate with affordability issues, not law enforcement. This is a historical parallel so it could be proven wrong this time, but the evidence for ditching insurance to save money is there.

Quick1711

There is no more class in DC

casual_microwave

DC pizza meter is at a medium probability of an event rn. Pizza:Bar ratio is at a 1.33

Gristle__McThornbody

It's 2am in DC. How are these old fucks still awake doing stuff.

DuckTalesOohOoh

10. Some of the people who need to vote aren't even in Washington, DC right now.

DuckTalesOohOoh

BREAKING Some of the Congressmen aren't even in Washington, DC. Johnson says he will keep the rule vote, which is 207-216, open as long as it takes to get the majority. He is 10 short right now.

DuckTalesOohOoh

Some Congressmen aren't even Washington, DC.

OG_Tater

Right, because of all the bipartisanship and independent thought going on in DC.

OddOccasion1299

16 days ago he said he has 3 remote jobs 🤣🤣🤣 He’s also in the DC area that most definitely does not pay $300,000.

stairs_3730

It was also never about balancing the or reducing the budget deficit. Based on what magats are spending to round up people and put them in detention camps. it was all about Reject 2025 and the Oligarchs NewWorldOrder - Eliminate ALL bureaucrats in DC and replace them with loyalists who won't object to stealing OUR data.

PapaCharlie9

It's always spelled LEAPS, since it's an acronym, like IRS. You don't write ir or IRs, so you don't write leap or LEAPs. "Option" refers to both puts and calls. If you mean call, you should write call, not option. It's very difficult to use DCA with LEAPS calls. The DC in DCA stands for dollar-cost, which ideally means you spend a fixed amount of dollars and get *how ever many shares that will buy*, even if they are fractional shares. If your dollar-cost is $240 each time interval and the share price is $50, you're only buying 4.8 shares at a time. You can't buy calls in fractional shares. A standard call is always 100 shares. This forces you to *change* the amount of dollars you spend each time interval, since you can only buy calls in whole contracts. That defeats the purpose of DCA, which is buy more shares when the price is low and fewer shares when the price is high. Well, not entirely defeats, it becomes more chunky with more wasted dollars. If your DC is $240 and the call costs $300, you buy nothing that interval. Next time, if the call cost $200, you can't put your entire $240 to work for you, you can only utilize $200 and have $40 cash leftover. This introduces capital inefficiency not seen with shares. DCA with LEAPS calls can work if you are trading very large multiples of contracts per interval. Like if the contract ranges from $200-$300 each and your DC per interval is $60,000. Then you are trading 200 to 300 calls per interval and can adjust by adding or dropping individual calls to get closer to your DC in dollars. Only having $200-$300 cash left unspent vs. $60k is a smaller capital inefficiency as a percentage. > 2nd question. I know the premiums and commissions can add up in costs, but would that play a big factor in losses? Uh ... since the gain/loss of a LEAPS call trade is *entirely* defined by premiums and commissions, I think the answer can only be yes. But I suspect a lurking misconception. You use "premiums" as if that was just some kind of small surcharge added on top of the *real* value of the call. Premium is what the entire value of the call is, well, called.

HaveAKlondike

How is DC? I heard it’s been a bit eerie there due to layoffs. Streets are definitely cleaner. Yeah UWS is amazing. My gf just got fellowship last June at Columbia so we made the move.

shiningbeans

When I visit now from DC I like to stay upper west. I enjoy visiting I guess, just prefer London/DC although they have their own problems

thesunbroclan

Thunderstorm affecting logistics to DC so pump may be next week

thesunbroclan

Logistics looking like a problem .. storms keeping ppl from reaching DC so pump may be next week

Emilio___Molestevez

got smoked today. turned on AC/DC full blast and jumped in the pool screaming with my kids. feeling a little better now.

No-Dragonfruit-1324

The exponential diversion of wealth disparity in this country makes me sick to my fucking stomach. I hope DC gets nuked

AdCritical5383

>I for one would like all the old fucks in DC to retire stat. 😂

putsellingregard

Sprouts is a billion dollar company, great margins But their store employees are barely scraping by Unhappy in their low paying jobs, you can see it on their faces, the low energy and misery But sprouts is just a tenant in a retail strip owned by a REIT, who is then controlled by executives in power… Who have connections to DC and politiks, and can sway laws in their own way times this by hundreds of corporations…they literally control people’s livelihoods and what the consumer pays and how the economy does, the entire system…is Corp owned? Wall-E wasn’t just a kids movie…it was a documentary… I think the edible just hit

GhostsinGlass

‘If it’s the last thing I do’: [Elon Musk promises to fund campaigns against Republicans who vote for Trump’s ‘Big Beautiful’ bill ](https://www.yahoo.com/news/last-thing-elon-musk-vows-210343566.html) AC/DC - Moneytalks

floo82

Literally it's just people in DC taking a 2 hour lunch

pm_me_your_bbq_sauce

BA slipping. If E-7 program is nixed in DC, shares will fall below 200 again.

DwinDolvak

C’mon guys. Jaimie is the fry cook at the local Washington DC McDonalds where the Secret Service picks up the Irange Turd’s meals.

immunityfromyou

It sounds promising at first and Trump has been loyal at times to people who are loyal to him but who can also help him in some way. I fear Gaetz is in no position to help Trump anymore. His time as a relevant actor in DC is over and he’s a disgrace and this leak shows that. This all reeks of desperation from Truelive and Gaetz which kind matches the entire industry and its investors. I hope it leads to something but it seems like a reach.

Fragrant_Witness_713

Their salaries are not bloated. I realized that doesn't sound popular. But these are talented people no matter how you feel about them. Virtually all of them would make more money in the private sector. And it's not even close. Even though we hate a lot of politicians to act like these people wouldn't be very successful in other areas of life is silly. There are some exceptions like MTG. But they're in the minority. Further Congress people have to maintain two residences. Washington DC is very expensive. Senators and Congress people are not overpaid. Everyone's always like well give me that salary but you know what The people that say that don't have the skill set. To be honest I do, and I went to University in grad school with the thought that I would go into politics. But then I saw I can make a crapload more money in business development in the IT sector. The average senator has at least one post graduate degree a good portion of them are lawyers none of them are making in salary what they would in the private sector. That's why they have side things they do Yes it's corrupt but you can get rid of it as I said pay them more and then ban them from making money in any other way.

floo82

Crypto goes up when DC and wall street buy cocaine to celebrate something

freydsince92-2

Yeah dude, and they've been in bed with the USA gov since the company was founded. The current shitshow going on in DC doesn't reflect Palantir or their values. Alex Karp isn't shy it's easy enough for anyone to listen to what he believes 👍

MichiganKarter

Because we never passed a law requiring it. Such a law wouldn't be unconstitutional; Big 4 accountants have regulations preventing them from owning most stocks. Different politicians invest differently. Jimmy Carter put his farm and all assets in a blind trust while he was President. Tim Walz doesn't own much of anything. Barack and Michelle Obama own a house in DC and index funds. Joe Biden and his family rebuilt ruined houses in Delaware including his mansion. Nancy and Paul Pelosi made their first fortune rebuilding San Francisco and their second in Silicon Valley tech stocks.

BIGDADDYHANIN

How many escorts did they have to fly in to DC to get this bill passed?

s0ul_invictus

Elon can't be in line for POTUS by law, absolutely not happening. Not too happy with Trump on some things, but he's cutting a fine line, and trying to lay some groundwork that will make it much easier to start working the debt down in the long run. Nobody, not even all of DC and the States working in unison, could make a single decision that will eliminate $35t in one day. It's not even theoretically possible. It sounds smart to say "you can't borrow your way out of debt", but this is actually irrational thinking - if you win the lottery, or even just invest wisely, you can absolutely see a return that enables you to continue operating, and repurchase your debt. If this were not true, nobody would ever be approved for a loan. Nobody would ever do anything, actually. Nothing is happening.

ArkhamKnight_1

Would love to know where all of this money is coming from. Forget the insider trading for a minute; where does the cash come from that allows her to invest these amounts. I make a better than average income, and I don’t have this kind of investment cash. And I don’t live in expensive DC on a part time basis. So. Where does the cash come from?? Some journalist should investigate this story….

UsedState7381

>I hope I'm wrong about this. u/GeoLogic23 you think this is still in play? Specially now that Don Murphy has been crying so much about the MSOs not doing enough lobbying at DC?

suurking

Tesla to build Red Light district in Washington DC with Tesla Optimus giving out hand jobs for $0.69

Kenju22

At this exact moment they aren't exactly wrong, the DC defending carrier battlegroup is currently at sea remember?

Austinsteinm

Canada would destroy the US in conventional warfare and quickly! They'd have DC in ashes before their Kraft dinner got cold.

Big-block427

If you’re referring to DC lobbyists, both sides are complicit in these profit driven schemes. I despise the lobbyists regardless of who they’re paying off.

ZealousidealArt489

To get bullish with IREN, all one has to do is take a view on monetization of energy & land portfolio. Time to power is one of the most important pieces of the story. If the hyperscalars have 3 years to get to GW scale they can build their own energy. Oracle searching for 5 1GW+ sites ready in early 2026 - who else has this? CBRE new update yesterday shows data center rents are very strong Mining Business ~650M, 550M, 450M, 300M If bitcoin does well or network difficulty stays constrained this can be much higher. If AI takes as much energy as people estimate, mining will only be done in markets with extreme power oversupply Cumulative cash flows = 2B ($9 per share undiscounted) though all of this will be reinvested Horizon 1 & 2 125M EBITDA ($1.25M/MW) - valued at $12M/MW (100 MW IT load, 150MW gross) = 1.2B value ($5.5/shr) Cloud Service 30M EBITDA * 8x = ~$1/shr value IREN has 47MW with redundancy, great latency in Canada ready for conversion. If someone is willing to sign 2-4 year leases they will get GPU financing. Assume they do convert it, 1B of financing, lease for $3/hr (cheap, CRWV rents for $8.5) over whole 3-year chip life, 90% utilization (much higher now) - 3-4% of rev energy cost = 190M EBT * 10 = 1.9B value ($8.5/shr) Debt 820M convertible notes at 3.25% interest rate (27M yearly) = -3.6$/shr Corporate Overhead 150M * 10 = 1.5B = -$6.5/shr - currently subtracted from bitcoin cash flows but will double count for conservatism and dilution risk Sweetwater 1.4GW April 26 Sweetwater 600MW Mid 27 Bitcoin Mining Childress 600MW Remaining Bitcoin Canada 110MW Pipeline 1GW (2GW+ but assume they only get one) Estimated Present Value = $1M/MW = 3.7B = $16/shr Potential Value if Monetized in a Time-To-Power Advantage Based on Precedent Transactions = $6M-12M/MW = 22.25B to 44.5B = $98-$196/shr If some of these were used for cloud, value creation would be higher, so no use distinguishing Horizon illustrates the value capture clearly, costs 350M yet will deliver 60M-75M EBITDA valued at 15-20x, or 900M-1.5B, thus captures 7.3M-20M/MW in value. Even at 750k/MW on 1.92M/MW data center revenue ($160/kw/mo 2024 avg. rent, Cushman & Wakefield) you get valued at 15M/MW on a 7M cost, creating 8M/MW of value. At extremely low multiple for data center of 15 x 750k/MW = 11.25M/MW, capturing 4.25M/MW or 16B across the portfolio = $70/shr What initially gave me conviction - comparing 3.5 cents / kwh vs 6 cents for natural gas, >10 cents for nuclear, saves 220-570k/MW/yr. Capitalizing that along with other costs at 15x gives 3.3M-8.5M/MW value from energy savings alone. Then potentially couple M/MW from time savings, latency advantage, land value, power infrastructure, grid connected secured energy SOP Target = $21/shr Mining Cash Flows $9 Current Infra Value $16 Horizon I & II $5.5 Cloud $1 Corporate Overhead ($6) Debt ($3.5) Horizon II Funding ($1) Bull Case SOP = $84-$210/shr Potential Cloud $8.5 Potential AI DC $70-$98-$196 Risks - AI slowdown, data center oversupply, bitcoin crashes >40%

ZealousidealArt489

To get bullish with IREN, all one has to do is take a view on monetization of energy & land portfolio. Time to power is one of the most important pieces of the story. If the hyperscalars have 3 years to get to GW scale they can build their own energy. Oracle searching for 5 1GW+ sites ready in early 2026 - who else has this? CBRE new update yesterday shows data center rents are very strong Mining Business ~650M, 550M, 450M, 300M If bitcoin does well or network difficulty stays constrained this can be much higher. If AI takes as much energy as people estimate, mining will only be done in markets with extreme power oversupply Cumulative cash flows = 2B ($9 per share undiscounted) though all of this will be reinvested Horizon 1 & 2 125M EBITDA ($1.25M/MW) - valued at $12M/MW (100 MW IT load, 150MW gross) = 1.2B value ($5.5/shr) Cloud Service 30M EBITDA * 8x = ~$1/shr value IREN has 47MW with redundancy, great latency in Canada ready for conversion. If someone is willing to sign 2-4 year leases they will get GPU financing. Assume they do convert it, 1B of financing, lease for $3/hr (cheap, CRWV rents for $8.5) over whole 3-year chip life, 90% utilization (much higher now) - 3-4% of rev energy cost = 190M EBT * 10 = 1.9B value ($8.5/shr) Debt 820M convertible notes at 3.25% interest rate (27M yearly) = -3.6$/shr Corporate Overhead 150M * 10 = 1.5B = -$6.5/shr - currently subtracted from bitcoin cash flows but will double count for conservatism and dilution risk Sweetwater 1.4GW April 26 Sweetwater 600MW Mid 27 Bitcoin Mining Childress 600MW Remaining Bitcoin Canada 110MW Pipeline 1GW (2GW+ but assume they only get one) Estimated Present Value = $1M/MW = 3.7B = $16/shr Potential Value if Monetized in a Time-To-Power Advantage Based on Precedent Transactions = $6M-12M/MW = 22.25B to 44.5B = $98-$196/shr If some of these were used for cloud, value creation would be higher, so no use distinguishing Horizon illustrates the value capture clearly, costs 350M yet will deliver 60M-75M EBITDA valued at 15-20x, or 900M-1.5B, thus captures 7.3M-20M/MW in value. Even at 750k/MW on 1.92M/MW data center revenue ($160/kw/mo 2024 avg. rent, Cushman & Wakefield) you get valued at 15M/MW on a 7M cost, creating 8M/MW of value. At extremely low multiple for data center of 15 x 750k/MW = 11.25M/MW, capturing 4.25M/MW or 16B across the portfolio = $70/shr What initially gave me conviction - comparing 3.5 cents / kwh vs 6 cents for natural gas, >10 cents for nuclear, saves 220-570k/MW/yr. Capitalizing that along with other costs at 15x gives 3.3M-8.5M/MW value from energy savings alone. Then potentially couple M/MW from time savings, latency advantage, land value, power infrastructure, grid connected secured energy SOP Target = $21/shr Mining Cash Flows $9 Current Infra Value $16 Horizon I & II $5.5 Cloud $1 Corporate Overhead ($6) Debt ($3.5) Horizon II Funding ($1) Bull Case SOP = $84-$210/shr Potential Cloud $8.5 Potential AI DC $70-$98-$196 Risks - AI slowdown, data center oversupply, bitcoin crashes >40%

Mediocre-Poet5023

No it ain't The fuel required cannot be refined to a sufficient level There isn't enough refineries to do this The amount of fuel required is easy more than proportional There waste generated use disproportional Permitting will be challenging No plant will be ready for commercial operation before 2035 Making it pointless for DC Data centres do not need this much energy and power I work for a DC operator and looking at this shit is my job. Nuke is AI planning for it's own power and making us physical morons build it long-term energy that we can't shut off. Trust me bro

Elemental_Breakdown

What corporate job isn't a mess? They are starting to wake up to the fact that 75% of their workers add zero value to the company and "restructuring" is happening everywhere like 3 times a year now instead of once every 3 years. I'm a centrist political, but firing a whole bunch of people connected to DC and getting millions for trash projects would have been great if they decided to do something besides pursue more war rackets. I can't imagine working a job I didn't love, I have no idea what I am going to do when continuing to teach is actually costing me more money than collecting my pension.

r0thar

They're un-making films, which is incredibly brave for a film studio. So far they've binned [BatGirl](https://np.reddit.com/r/movies/comments/wemzu1/batgirl_film_axed_by_warner_bros_wont_be_released/), [Scoob! Holiday Haunt](https://np.reddit.com/r/movies/comments/yteyp1/scoob_holiday_haunt_was_axed_three_months_ago_its/) and [Coyote vs Acme](https://np.reddit.com/r/DC_Cinematic/comments/1amwxon/wbd_canceled_another_movie_and_refused_to_sell_it/) - the latter *might* get a reprive

dizzlemcshizzle

$MRNA on a walk today, longshot, but tides may be turning in DC, cancer products in the pipeline. Intl market. Holding long dated calls.

Celticsmoneyline

yeah what’s your favorite mining stocks? I like DC and HL

GlobalResolution77

Vintage Portuguese and Brazilian comic books depicting key USA Marvel/DC covers and stories. Huge upside %

Das_Guet

Can they be advised to actually stock their DC films?

UsedState7381

They have a coalition, that recent meeting with Weldon Angelos, which led to him saying that Trump supports cannabis reforms and wants to reschedule the plant, was because of them. Unfortunately that coalition didn't seem to be doing much else on DC which is where it matters.

ClandestineGK

That was July.24...If Culpers main concern was valid about their DC not being able to handle HPC that concern is dead with their new location.

I_am_Nerman

Imagine Maxine represents you in DC lmao

elitodd

Damn, I just filled up for 2.80 outside of Washington DC

jsands7

With no more nuclear capability and no more ballistic missiles… what did you expect Iran to do? Put a bunch of guys on ships and sail them to Washington DC for a gunfight?

throwaway2676

Feels more like DC is an Israeli territory

RoyalBug

Hi im DC423 and i think the world revolves around me and my interests

Embarrassed-Jump-212

Breaking, Qatar launches TSLA cyber trucks to successfully intercept Iranian missles while the trucks blasted AC/DC Thunderstruck. TSLA to 400.

codechris

I feel your pain. I tried doing DC to NY by train and I couldn't belive how insane the price was. All Europeans I've ever met who went to LA have said how annoying it is having to drive everywhere. How is that a thing given how much money is in that area of the world? I have no interest in going there (fly 10 hours to watch a women shit on the pavement) but it put me off even more 

Otherwise-Coyote6950

This Iran-Israel drama is so annoying. I wonder why the US has to get involved in all wars....from Afghanistan to Iraq, then North Korea, Ukraine, Taiwan, Syria and now Iran. Just stay out of all of them instead of getting involved either directly or indirectly. Who knows how much the military industrial complex is paying those hyper-corrupt Congressmen....after all Washington DC is the only place in the world where corruption is legal, it's called "lobbying". No wonder we see a lot of insane things going on.

BlackCardRogue

Trains are only as practical in Europe as they are because all of your major population centers are so close together. As the saying goes: Americans think 200 years is a long time, and Europeans think 200 miles is a long way. Trains work well in one area of the US: the Northeast corridor, from DC through Baltimore, Philly, NYC, and up to Boston. That’s the area where our population centers are clustered densely enough for the trains to make sense. Coincidentally, it is also the area where trains are both operated and used regularly.

CannaChemistry

He ran a condor so only half of it could lose, the other half would win. So really about 100k in collateral (assuming 50% puts 50% calls), making 19% gains in a day (I usually do this after 1pm, so more like 2-3 hours), selling way OTM options that aren’t gonna hit unless trump announces tariffs again or Iran bombs DC.

rualbornoz

Bai bai DC and (i hope) Miami

Same_Bag711

DC

Same_Bag711

My buddy who is a high ranking Army Police officer who works for many higher ups in DC said that he was ordered to pack a bug out bag in regards to Iran. Take that as you will

Temporary-Alarm-744

Nah it’s in DC keeping lady G company 

WillingnessFluid6244

Essentially there are planes meant to be command centers during nuclear wars. One of them flew to DC today. Which could just mean they think there is a 0.01% chance of nuclear war breaking out for some reason.

WillingnessFluid6244

A Continuity of Government Airplane landed in DC today… so I think there’s at least a chance that government thinks Iran might have functioning warheads.

PuntacanaPirate

After Trump relocated his Doomsday plane to DC on Friday….I moved cash to the side and bought puts on Friday for Monday and I’m a perma bull.

PuntacanaPirate

I’m a perma bull and I moved cash to the side and bought puts on Friday for Monday after seeing trumps Doomsday plane relocated to DC on Friday. Rolled the dice that he would be dropping bombs over the weekend.

haroldped1

When DC has a big crater, buy on that dip.

WillingnessFluid6244

If i was writing a tom clancy novel I’d have it so that Iran was within days or mere hours of having a functional warhead… and then the next day I’d move this plane into Washington DC. https://globe.adsbexchange.com/?icao=adfeb4 And then I’d end the first half of the book on a cliffhanger saying there has been no detection of radiation from the uranium enrichment facility.

WillingnessFluid6244

E4-B Nightwatch landed in DC afer departing from Omaha earlier today. Nightwatch function is a airborne command post for U.S. President, Secretary of Defense, and Joint Chiefs of Staff in case of nuclear war. Calls!

rbraalih

From California to DC Usonia will be freeee And have a midweek holiday with a really lame name to celebrate