ICF
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I do not understand people who think the US is going to start falling behind China just because we have begun restricting H1Bs and declining to fund certain types of research The US is expected to remain the leader in pretty much every major nascent tech coming up. We are aiming to have the first Q>1 Tokamak fusion reactor despite the bulk of our research going into reaching Q>1 in ICF too Were the world leader in quantum computing and that isn’t expected to change And of course AI… The US is the best place on earth to make money. And as long as that’s true, it’ll be the best place on earth to do research
"Scientific breakeven" (energy gain reported at NIF experiments) is not actually net energy positive from a wall-plug perspective, it's measuring energy output from the fusion reaction relative to the energy in the laser pulses on target (which are third harmonic). The process of getting the laser pulses to high energies is pretty inefficient - frequency tripling from infrared to 3rd harmonic is maybe 30% efficient at best, and the flashlamp-pumped Nd:glass amplifiers are maybe getting 1-2% of pump energy input into the laser pulse. So while NIF's results are super exciting for nerds like me, it's still a way to go before ICF is commercially viable...
I think this is more headline anxiety than structural risk. Your assets aren’t sitting in a vault in Cyprus — they’re custodied separately, and brokers typically have operational redundancy across jurisdictions. The €20k ICF limit is about broker insolvency, not geopolitical collapse, and a regional conflict spreading into EU financial infrastructure would be a much bigger systemic issue than just one broker. If moving to IBKR helps you sleep, that has value, but from a pure risk standpoint this feels low probability rather than urgent.
America should be adding about 80 gigawatts of new power generation capacity a year to keep pace with AI as well as cloud computing, crypto, industrial demand and electrification trends, according to consulting and technology firm ICF. It’s currently building less than 65 gigawatts. That gap alone is enough electricity to power two Manhattans during the hottest parts of summer.
Yeah the cash is not fully protected. And there is a limit: “Where we hold your money with a bank, clients of Trading 212 Ltd. are protected by the FSCS up to a limit of £85,000. Clients of Trading 212 Markets Ltd. are protected by the ICF up to a limit of €20,000 and are additionally insured up to €1M by Lloyd’s of London. Learn more about how your money is protected here. Money placed with a QMMF is treated as an investment and not as money held with a bank. In the unlikely event that the QMMF fails to maintain their low-risk strategy, as with any investment, the protection will not be available. We carefully select all QMMFs to ensure that they are highly liquid, stable in value and maintain their highly regulated status.”
Actual hurricane proof homes are built with ICF and elevated above flood level. There's plenty of pics of those surviving direct hits. Most houses getting wrecked in FL are crappy wood framed prefabs
TDR Capital might be trying to get the entire company on the cheap before the next contract is announced. From the question and answer session after the latest earnings conference call: "[Scott Schneeberger: And then just curious, a lot of the](https://www.insidermonkey.com/blog/target-hospitality-corp-nasdaqth-q4-2023-earnings-call-transcript-1274737/#q-and-a-session:~:text=Scott%20Schneeberger%3A%20And%20then%20just%20curious%2C%20a%20lot%20of%20the) — you guys are in great shape on the balance sheet. So this is for kind of all of you. The — there are opportunities that you’ve been pursuing for a long time, National Defense projects, Rare Earth et cetera. Could you just give us an update and also a — that third ICF contracts that the government has been contemplating. Could you give us an update on kind of all of the above? And just how ripe are these potential opportunities? And has the pipeline expanded from last time we touch base? Brad Archer: Scott, this is Brad. Let me take that. And if you don’t mind, what I’ll do is kind of holistically give you some feedback on the organic opportunities. But also, I think it’s important we touch on the inorganic and kind of some of the things we’re doing there. But I’ll start with the third ICF that we’ve been talking about. Look, we continue to some of the things we’re doing there. **But I’ll start with the third ICF that we’ve been talking about. Look, we continue to be in pursuit of that project. We’re doing all types of design work, working on numbers. The biggest thing we’re waiting for, we’ve been in discussions with the government is the final bid to be worked out, right? We expect that to hit the market sometime in the middle of 2024 is what they’re telling us right now with an award on the back half of the year, right?** **I don’t know if that’s going to be towards the end of the year. The middle of the third quarter, we don’t know.** We’ll update you as we get more information, but it’s active discussions. We look for that bid to come out. So we have a team working on that as we speak. And then let me just more holistically on the organic opportunities, and I’ll break this into kind of 2 buckets. One being the government and then one being all things nongovernment, if you will. **And on this government piece, we’ll set ICF to the side in the past few months, you can imagine with all of the border issues, it’s definitely much more conversations happening with our team around support around the border issue, so discussions with multiple different agencies and some we’ve actually provided bids too for services that we already do at PCC and other locations.** **So they’re coming to us, knowing they’re going to need something to help with this border issue. I can’t give you a date or time on that. What I would tell you is, that part of our government business has ramped up considerably as far as the calls, the discussions, the meetings, right?** So we’re encouraged by that. On the other organic opportunities, nongovernment, very active pipeline, consisting, as you mentioned, large industrial projects throughout the U.S., high tech infrastructure, et cetera, natural resource projects, the steel industries for one that we’re dealing with right now. Oil and gas, look still a big part of our business. There’s some really large customers that we’re in discussions with. We’ll see where that goes. It would be selective on that long-term type in oil and gas and carbon capture is another one that’s out there that’s really starting to take hold in some areas."
Not in your typical 3d printing sense, but i have been browsing a company that is doing 3D printed houses from concrete. The guy was a pastor, and has a good heart and mostly does prints for low income families, and building communities for homeless people. The tech is pretty sound, and i think the houses are a big hit looks wise for the south and desert climates. Yet to see how they look in northern or wilderness settings, but they claim R80 insulation similar to a ICF home. With the added benefit that the building structure is entirely automated except for windows/doors and utilities. Roofs are still standard as well. But the major thing that differentiates it from ICF is that icf is a insulated form that has to be cut and placed sealed, then poured. These 3D concrete homes are designed so that they have concrete-gap-concrete. So when they are done with the print, and the conduit and everything for utilities is set in stone, they literally just go to the top of the structure and dump buckets of pre mixed expanding foam insulation. The entire process of building a 2000SQFT house structure (rough framing and water proofing) can be completed in a single day. The printing device is expensive, but holy hell when i saw that I thought to myself “that is 100% of the future of home building”. Added benefit is your structure is concrete, its extremely fire resistant inside and out, its air draft is damn near zero if you have a good window/door installer, and it will survive tornados and hurricanes, because its fuckin concrete. Contrary to popular belief modifying concrete structures really isn’t hard. All it takes is the right saw and access to water. Repairing concrete structures is also quite easy since you just form and pour.
Solid. Only a few comments u shld consider. U have a lot of big name companies (41% in names like msft, google,apple, amazon,nvidia, etc). Those are already baked into VOO heavily. They also are all in tech. Id consider just picking up VGT which holds those names and other tech. This gives you more diversification while still being overweight in those names due to weighting in vgt and “double dipping” those names in VOO and VGT. you could add a tiny amount maybe 5% in a reit to further diversify. I like ICF although it is kind of niche Lastly, if young id pick up VB or a similar small cap index. Historically, over a span of 20+ years, a small cap index outperforms the s&p500
Short realty stocks or real estate ETF’s. You would need to buy puts on the following tickers VNQ, SCHH, XLRE, IYR, ICF and others
Hi u/omniscient_goldfish There is no dumb in here, we are all searching and trying to make money. Can you tell me how AZO and ORLY can survive $2 billion deficit every quarter in their current assets ? [https://finance.yahoo.com/quote/AZO/balance-sheet?p=AZO](https://finance.yahoo.com/quote/AZO/balance-sheet?p=AZO) OCF going down for the last two years. ICF going higher for the last 4 years. if they have cash to buy back shares, why do they not close the gap in their balance sheet instead of inflating the stock ?
**Fusion energy gain factor** [Scientific breakeven at NIF](https://en.m.wikipedia.org/wiki/Fusion_energy_gain_factor#Scientific_breakeven_at_NIF) >Although most fusion experiments use some form of magnetic confinement, another major branch is inertial confinement fusion (ICF) that mechanically presses together the fuel mass (the "target") to increase its density. This greatly increases the rate of fusion events and lowers the need to confine the fuel for long periods. This compression is accomplished by heating a lightweight capsule holding the fuel using some form of "driver". There are a variety of proposed drivers, but to date, most experiments have used lasers. ^([ )[^(F.A.Q)](https://www.reddit.com/r/WikiSummarizer/wiki/index#wiki_f.a.q)^( | )[^(Opt Out)](https://reddit.com/message/compose?to=WikiSummarizerBot&message=OptOut&subject=OptOut)^( | )[^(Opt Out Of Subreddit)](https://np.reddit.com/r/stocks/about/banned)^( | )[^(GitHub)](https://github.com/Sujal-7/WikiSummarizerBot)^( ] Downvote to remove | v1.5)
Somewhat related - are private REITs like BREIT taxes differently than public REIT ETFs like ICF?
Paperhanded my ICF puts at +300%.
I've got some ICF puts doing well, ICF down 25% YTD, \~10% last five days.
A man or woman after my own heart. I love you. People don't realize how much insulation properties factor into really enjoying a house. It results in better comfort and cheaper utilities. If I had the money I build a ICF or SIP house. Something small ~1250 sqft. Brick exterior and a metal roof, triple glazed windows and probably do a mini split setup.
Look into IYR, REZ, and ICF if you're going short.
I use Solidworks to design everything in 3D to the smallest detail so theres really no scraps or surprises. I'll make the dimensions of building to match full ICF panels just like my pool. My pool was 19'4" x 40'8" to make ICF work out perfectly. Saved alot of hassle. Pool walls were only 4 rows high and garage going to be 7 rows. Plan on doing it in two sections/pours but not sure.
I'm all about ICF now after using it for my inground pool. So easy to work with.
We need an inverse Cramer fund $ICF
You not allowed to call it ICF. That is already taken by Inertial Confinement Fusion. Fusion research this last year has made a lot of progress and you can’t taint it with Cramer.
Cathie wood needs to put together an ICF (Inverse Cramer Fund) and expose how shitty Cramer actually is.
There's more to building science than just "insulation." There are water and vapor control layers, rain screen technologies, and energy recovery technologies that all play into an efficient building. I feel the real innovation is elsewhere besides pure "insulation" materials like fiberglass which are largely commodity products now with different coloring added to "brand" them. To be honest, it's really hard to just retrofit a building with better insulation. Your wall cavity thickness is a limiting factor, and even if you can use higher R-value spray foam or whatever, you can really screw up the balance of how a building breaths. It's really a holistic design problem and I'd look more to modern building technology for opportunities that don't just turn into selling people on making their homes mold growth experiments. Spray foam is really on the rise because it has a very high R-value per thickness and also with how well they seal buildings vs traditional insulaton products like fiberglass or cellulose bats or loose fill. Closed cell foams also act as a vapor barrier, which is one very important component of the total building envelope. These products outperform even with lower R-values due to airflow control. Engineered wood is also becoming more and more important. Traditional 2x4 or even "advanced" 2x6 framing is kind of on its way out as building code progresses. Integrated water, air, and vapor barriers seems to be on the rise with products like ZIP sheathing and new tape and liquid applied sealings to make sure new homes are build to be as air tight as possible. Engineered slats and sidings can make good rain screens. Solid board foam is also very good for moving to the modern externally insulated building. Factory manufactured "SIP" (structurally insulated panel) building technology also looks very promising for a balance of highly insulated buildings and affordability for both materials and labor. Steel roof and siding lasts longer than asphalt and probably has a superior TCO. There's an industry around post frame and post and beam construction which requires special brackets and typically engineered trusses. ICF (insulated concrete foam) is yet another technology that builds with nearly indestructible concrete walls, which is a pretty good idea in hurricane zones and such vs almost anything else. Heat or Energy recovery units that keep moisture and hot/cold where you want it but ventilate the new class of highly sealed buildings are going to be very important in building technology. I can't say I've taken a super hard look at what publicly traded companies are available for all of these classes of products, but Dupont, BASF, Dow, etc. are obvious examples, but some very innovative companies like Huber Engineered Woods (well known for ZIP-brand sheathing) is an LLC. Just some ideas to start poking around. Try looking up Matt Risinger and Joe Lstiburek on Youtube to start immersing yourself in some building science and materials knowledge, and from there you can probably do some research on what that would really mean for investment opportunities. If you are super interested you might even try going to some building trade shows.
The ICF ( Inverse Cramer Fund) has a record of applying cutting edge algorithms and market research to deliver substantial gains to its investors. If you'd like to read our prospectus please sign up below:
Can concur, we supply ICF and booked into next summer even after doubling capacity
eToro and Charles Schwab user here. eToro is gamified to the max. If you are a novice and you are greedy, it will fuck you up. 5x positions instead of 1x? Sounds cool when your stock goes up, but if it goes 20% down, your investment goes 100% down. The people who traded options know the feeling. For someone who never had that, this will cause a heart attack. If you don't know what you're doing, stay away from margin bets and you'll be okay. A big minus for them is that they don't have a lot of stocks. If he wants to invest in Tesla, he can do that, but you won't find smaller companies or most of the times, IPOs. THE BIGGEST MINUS: when the market is buying and selling like crazy, their servers don't handle it. And you might not get your order filled. If he's buying and holding for the long run, he's ok. Another minus: your account is guaranteed up to 20k EUR. I think that's the lowest of any similar company. Copy paste from their newsletter: You will be eligible for compensation, subject to the specific circumstances of the client, by CySEC’s Investor Compensation Fund (“ICF”) with a maximum amount of compensation of €20,000. Conclusion: eToro doesn't compare to CS or other big names. However, it will do just fine for someone who buys and holds. I hope this helps.
Good post. Will add a few things to what you said. There are individual RE stocks and RE ETFs. https://etfdb.com/etfdb-category/real-estate/ * Some are REITs like SCHH or ICF * Others are not. VNQ or IYR Main difference is that REITs are generally geared towards generating income and have higher dividends. So they are good if you are nearing retirement and want consistent income generation. One downside is that their dividends are always taxed as ordinary income rather than capital gains which can be bad for those in high tax states or make a lot of momey. You can get around that by either being a low income earner or buying these in your tax-shelters IRA/Roth/etc. Within RE ETFs there are very different types from residential (homes, apartment complexes, mortgages), commercial (malls, storage, 5g towers), mixed res/com, and even LoanFinancing+MBS. Make sure you look, DD, and invest carefully. My personal RE exposure was an early margin investment in MORT, sold puts on OPEN, and bought LEAPs on OPEN. Pretty risky, but I'm very bullish on the economy, entered these positions earlier, and they've been panning out pretty well so far.
Just finished building an ICF house cost was around the same as traditional building even before the lumber run up. All interior walls were not supporting I used wood to frame inside but metal studs could have been used.
ICF home building is way up over the past several months.
Google ICF construction That’s my latest plan. I’ll let you know how it goes...
ICF offers completely rot free, waterproof, extremely airtight, almost completely soundproof, structurally strong (with proper rebar) and lightweight building solutions. Another benefit on the rainy coast is that you din’t run the risk of having your build be soaking wet and have to dry it out after envelope completion. One of the reasons the crew likes it so much is we’re playing with styrofoam blocks instead of heavy formply and etc. Far less wear and tear on the body. We can do ICF all the way to the roof, and then plunk a truss package on top and roof it.
What are the benefits you are seeing with ICF? I don't know a ton about it but it looks cool. Isn't it just for foundation though?
ICF is an awesome product. I'm building a 4 storey wood building right now and our lumber budget is being blown out of the water.
We’ve switched almost fully to ICF builds, as they’re beating wood on cost, and offering a bunch of benefits. Trex could be a good play but unfortunately it’s reserved to deck boards and etc.
>In the US markets, it's a penny stock: 6 months ago it was trading at $4.81 By that logic, GME is a penny stock too. The strikes are disjoint but the vol trades reasonably tight, and there's enough volume to hedge a moderately sized position if you need to. As you mention, Intel has been in the foundry business before; Intel Custom Foundry was the entryway for the Altera acquisition. Not really a failure in that sense, although it's telling that they dropped ICF around when their roadmap and yield woes began to arise. I don't think that's where people will be looking in order to judge Intel short term, but I agree it's a big deal for custom datacenter applications. What matters most IMO, short term (1-3y), is the 7nm roadmap, as well as a swift commitment to capex. If Intel sends the right signals that they're executing on those two factors, the rest of the bricks will fall into place. AMD already started to lose a bit of market share in the past quarter, and the messaging around 10nm yield has gotten better. I guess it's obviously better because the 10nm chips are widely available. And I believe that Rocket Lake is a brilliant move because it keeps LGA1200 engaged and 14nm humming along. Also, if you look at it from a valuation perspective, rotation to INTC makes sense. Personally I believe IDM is the ideal strategy for a supply-constrained market because you become less reliant on predictions and your lead times can get shorter when needed. Intel Foundry isn't immediately gonna be a game-changing player for most of these automotive chips. AKM is a big supplier and they had a big factory fire. They offloaded some production to Renesas, which also had a relatively sizable factory fire more recently.