PPA
Invesco Aerospace & Defense ETF
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I have four promising mining penny stocks in my portfolio that I am hoping will succeed.
Stocks which Im bullish for 2023 ( Market Analysis )
$RIOT, $JUPW, $VYNE, $MIGI, $MARA-- Stocks with news and on the move.
Nancy Pelosi’s son, who tagged along on Taiwan trip, is investor in Chinese tech firm (BRQS)
What would you suggest would be a good Aerospace & Defense ETF?
Did World War III just start? ✈🚢🚀Should we price war into the market? 📉
Fuck it. I'm calling it. Today, World War III started. ✈🚢🚀Now it'll get priced into the market 📉
$SIRC Bullish and update on whats going on.
A COVID-19 case for Lucira Health (LHDX), the maker of the only FDA authorized at-home single-use PCR COVID-19 test. Delta Variant, anyone?
Leidos(LDOS) or Zynga(ZNGA) long term hold?
Mentions
Hard to say, but it feels like its going to be choppy for a while. Electricity rates are a hot topic among politicians now, and with midterms upcoming, Friday's note really wasn't great. PJM did issue a response Friday evening and it was fairly muted. Didn't really lean into the request. The price cap for the last PJM auction (2027/2028) was already hit, and most of VST's nuclear baseload has been contracted in either PPA or PJM capacity auction.
They have run for the last 2-3 years as I have been long since Ukraine. There are 3 ETFs: ITA and PPA are mainly domestic plays and SHLD which has Palantir as a large holding and European defense contractors. RTX and KTOS have had great runs. But, I have not sold any shares. I also own KRKNS and VOYG which are plays on the next gen of defense. The other one own that I still think is a reasonable price is HII. While it has also had a run, they have been given many new contracts so the run is justified. They focus on the US navy. One other that is still cheap and a turnaround is Boeing. But they are only 50% defense. Good luck!
Check out $ITA, $PPA and $XAR too. They’re Aerospace & Defense ETFs, which with increased military spending broadly, is trending (and imo believe) is a sound place to put money also into. Some $QQQ never hurts too.
Appreciate the good faith question. For me, the opportunity is less about “what Oklo is” and more about where the energy market is headed and how uniquely positioned they are to serve it. We are entering a structural power shortage driven by AI, data centers, reshoring, and electrification, where customers need firm, 24/7 power at scale. Intermittent renewables and gas alone cannot meet that demand reliably or politically, and large conventional nuclear is too slow and capital intensive. Oklo sits directly in that gap… small, modular, dispatchable nuclear that can be deployed faster, colocated with load, and priced competitively over long durations. What gives Oklo an edge is the combination of technology and business model. They are not trying to sell reactors one off- they are selling power under long term PPAs, often with prepayment which shifts nuclear from a capex heavy utility model to something closer to infrastructure as a service. That structure aligns extremely well with hyperscalers and industrial customers who want certainty on price, uptime, and carbon. In that sense, Oklo feels less like a traditional energy company and more like an early infrastructure disruptor, similar to how Tesla reframed autos, Uber reframed transportation, or SpaceX reframed launch economics by vertically integrating technology with a fundamentally different commercial model. I also think the timing matters. Policy, grid stress, and customer behavior are all converging at once. The Meta deal is not just validation, it is a signal that serious counterparties are willing to contract years ahead of operation, which dramatically de-risks financing and accelerates deployment. With $2B in cash, a 20GW pipeline, increasing likelihood of PPA conversion, and limited credible competition that can deliver firm power in this window, Oklo has a realistic path to becoming a platform company in advanced nuclear rather than a single asset science project. That asymmetry, high execution risk but potentially enormous market capture, is ultimately why I am heavily invested. Long answer, but hopefully that gives you a better sense of the opportunity.
Currently in PPA. Might add some good ole LMT on the side for the extra *juice*
Oklo, especially in the wake of the recent Meta deal. There are more catalysts coming: * PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news * Initial revenue in 1H from radioisotope production at INL * Continued RPP milestones * VIPR reactor on track to reach criticality by RPP’s 7/4 goal date
More deals like, aside from: * PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news * Initial revenue in 1H from radioisotope production at INL * Continued RPP milestones * VIPR reactor on track to reach criticality by RPP’s 7/4 goal date
Along the same lines, l own VOYG Outside those lines, I own defense - RTX, HII, PPA Good luck !
$OKLO. Large gap to average PT **before** Meta deal ($132) and ATH ($194), with some other catalysts coming in 1H 2026; * DOE Plutonium awards (next two weeks likely) * PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news * Initial revenue in 1H from radioisotope production at INL * Continued RPP milestones * VIPR reactor on track to reach criticality by RPP’s 7/4 goal date
NuScale touts being “further along” because it has NRC design approval for its SMR modules, but design approval isn’t the same as actually building and operating reactors. Utilities still need separate construction and operating licenses for every site, which adds years and extra costs before any revenue flows. Most buyers aren’t excited about buying a decades-old Gen 3 design with a history of executional delays and cost overruns. Oklo, on the other hand, is pursuing a combined license route, which bundles design, construction, and operation into one review and can cut years off deployment timelines, and they already have real DOE site permits, pilot programs, and partnerships in motion. NuScale’s approach also keeps them selling designs to utilities rather than owning the assets, meaning slower, more capital-intensive rollouts. Oklo’s build-own-operate model is hyper scalable. Once the first plants are operational, they can replicate that model across multiple sites with PPA revenue streams from partners like Meta and data center operators, giving Oklo a structural scaling advantage most SMR plays don’t have.
I've done well with SHLD and PPA.
A few that I bought, although I hate speculation on negative issues. [NATO](https://themesetfs.com/etfs/nato) [SHLD](https://www.globalxetfs.com/funds/shld/) [PPA](http://PPA is up +2.34% to $171.13. Check it out on Yahoo Finance: https://finance.yahoo.com/quote/PPA) [JEDI](https://www.defianceetfs.com/jedi/) Big EU defense companies include BAE Systems, Thales, Safran, Rheinmetall
Other OKLO catalysts that haven’t hit yet • DOE Plutonium awards (next two weeks likely) • PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news • Initial revenue in 1H from radioisotope production at INL • Continued RPP milestones • VIPR reactor on track to reach criticality by RPP’s 7/4 goal date • OpenAI partnership (giant sleeper)
Other OKLO catalysts that haven’t hit yet: * DOE Plutonium awards (next two weeks likely) * PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news * Initial revenue in 1H from radioisotope production at INL * Continued RPP milestones * VIPR reactor on track to reach criticality by RPP’s 7/4 goal date * OpenAI partnership (giant sleeper)
• DOE Plutonium awards (next two weeks likely) • PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news • Initial revenue in 1H from radioisotope production at INL • Continued RPP milestones • VIPR reactor on track to reach criticality by RPP’s 7/4 goal date • OpenAI partnership (giant sleeper) Good luck!
Honestly, this looks solid for a **set-and-forget approach**. You’re building a **diversified foundation** with VTI and SCHF while keeping a smaller allocation for higher-conviction bets like ARKX. A few things to consider: * **VTI (50%)** – This gives you broad exposure to the total U.S. market. It’s low-maintenance and will likely keep growing steadily over time. Perfect for the core of a long-term portfolio. * **SCHF (30%)** – International exposure is smart. Many people overlook global diversification, and SCHF helps balance U.S. market swings. * **PPA (10%)** – Sector ETFs like PPA can tilt your portfolio toward industries you believe will outperform. Just keep in mind sector performance can be volatile, so monitor long-term trends rather than daily fluctuations. * **ARKX (10%)** – I like that you’re putting a small amount into thematic or higher-risk growth plays. This is the part of your portfolio that can **outperform dramatically** if the theme takes off, but keeping it small helps manage overall risk. If you want to add **QQQM**, think of it as another growth tilt. You’d likely reduce VTI slightly to make room since VTI already has heavy tech exposure. Overall, your allocation balances **stability** (VTI + SCHF) with **opportunity** (PPA + ARKX). The key is **consistency** and avoiding constant tinkering. Set it, forget it, and let compounding do its work.
I expected some skepticism of ARCX, but why don't you like the PPA pick? Defense and industrials seem like pretty consistent performers
I'd skip the PPA and ARKX. Personally I bailed on all of my QQQ/M. If it's truly long term, like 20+ years, it could be as simple as VTI and SCHF.
A 28-year PPA definitely changes the lens
$OKLO. Large gap to average PT ($132) and ATH ($194), with some catalysts coming in 1H 2026; * 1/7 Congressional Nuclear Hearing (sector dereg) * DOE Plutonium awards (next two weeks likely) * PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news * Initial revenue in 1H from radioisotope production at INL * Continued RPP milestones * VIPR reactor on track to reach criticality by RPP’s 7/4 goal date * OpenAI partnership (giant sleeper) Good luck!
$OKLO. Large gap to average PT ($132) and ATH ($194), with some catalysts coming in 1H 2026; • 1/7 Congressional Nuclear Hearing (sector dereg) • DOE Plutonium awards (next two weeks likely) • PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news • Initial revenue in 1H from radioisotope production at INL • Continued RPP milestones • VIPR reactor on track to reach criticality by RPP’s 7/4 goal date • OpenAI partnership (giant sleeper) Good luck!
$OKLO. Large gap to average PT ($132) and ATH ($194), with some catalysts coming in 1H 2026; * 1/7 Congressional Nuclear Hearing (sector dereg) * Plutonium (next two weeks likely) * PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to recent HALEU de-risk news * Continued RPP milestones * VIPR reactor on track to reach criticality by RPP’s 7/4 goal date
Large gap to average PT ($132) and ATH ($194), with some catalysts coming in 1H 2026; * 1/7 Congressional Nuclear Hearing (sector dereg) * Plutonium (next two weeks likely) * PPA hard conversion (usually w/ prepayment against 18GW pipeline of 250+ reactors) more likely now due to HALEU de-risk (today’s news) * Continued RPP milestones
Average PT is $132 across 18 analyst, highest is $175. There was recently a -65% drawdown from an ATH of $194, and now sector catalysts happening: DOE HALEU investment today, house nuclear deregulation hearing on Wednesday, and likely a Plutonium award and PPA conversion press releases from OKLO in the next few weeks. Pretty moronic IMO.
I also have PPA, bought at the same time as ITA, and that one lags behind quite a bit
Average OKLO price target is $132 and ATH is $193… lots of milestones in the next month (RPP, Plutonium, PPA conversion) and sector deregulation.
Plutonium awards, PPA conversions, RPP milestones and huge deregulatory tailwinds following congressional hearings this week. (Below) https://www.eenews.net/articles/house-republicans-put-nuclear-energy-back-on-the-agenda/
EUAD: European aerospace & defense + PPA: American defense. And throw in Israeli defense company Elbit Systems Gets you a wider range of exposure to the arms industry!
Don’t let the FUD brainwash you! Oklo is actively building and targeting criticality by mid-2026 and deployment in 2027. Separately, they are expecting first revenues in 1H 2026 through radioisotope work at INL and there’s a lot of catalysts ahead- PPA conversion, RPP milestones, Plutonium awards and sleeper partnerships (OpenAI).
I have some XLI and PPA. Sectors that should benefit from AI without their futures being dependent on it.
We all needed to understand that TSMC most important customer is Apple, there is no indication that iPhone is not releasing in Sep/Oct, it is around 6 months from HVM to product available, the most educated guess is that TSMC is more reasonable to be in HVM around Feb and not Dec, the website a number of sites out there is linking is an old website from TSMC which is a prior estimate. This is a trick, just treat you did not heard that TSMC had HVM N2, as there is no indication that Apple has shift its iPhone launch schedule. TSMC N2 is going to be in HVM in Feb 2026, there is the most reasonable educated guess. As mentioned FCF have a component of growth to be added. With Intel, AMD, Qualcomm leaving or planning to leave TSMC most advance node, i.e. the most profitable, there is no indication that TSMC can fill up the gap that left by Intel, remember the first N3 class customer is launch by Apple > Intel > nVidia / AMD > mediatek > Google, that No 2 spot make Intel a more important customer to TSMC then nVidia even Intel is making a loss. That is a "-" & "-", TSMC needed to find a customer that can replaced Intel and another one to maintain growth, that seems remote, nVidia is not going to fill that gap, they need a node that has D0 < 0.1 in order to manufacture a large die area chip, which Apple and Intel did not needed, therefore even N3B was in trouble, Apple's chip is smaller (as mobile vs server) and can absorb the loss. CC Wei @ TSMC = Bob Swam @ Intel. CC Wei need to go, he lead the company into a no High NA EUV company, did not even investigate other technology e.g. Dry Photo Resist, Pattern Sharpening. Quad Patterning, i.e. Good Luck, so instead of asking why I think Samsung can catch up, the better way to ask is why do you think other will slow down, while TSMC slow down. From this webpage the slide headed EUV Lithography Process and Roadmap challenge [https://newsletter.semianalysis.com/p/lam-research-tokyo-electron-jsr-battle](https://newsletter.semianalysis.com/p/lam-research-tokyo-electron-jsr-battle) You can clear see that what TEL is thinking and that is why TSMC N2 is still at 0.021 um\^2 which is the same as Intel 18A, both 18A and N2 is already hole pitch \~36nm (the TEL slide use 26nm) i.e. what TEL think is the limit for Low NA EUV, even with multiple patterning, if TSMC is using a sharper Dry Photo Resist then might push this limit, while Line Pitch can be push by Pattern Shaping (Applied Materials), because of these limit, from day 1 I am very skeptic that TSMC can scale > 1% density (SRAM) from N3E, (N3B in itself is a kinda of fail node not going to count). Whatever TSMC is say, I am not believing since that is the limit set by a number of industry research that I read. Intel will widen the PPA gap to TSMC and Samsung will close the Gap, that is going to happen, especially under CC Wei as their CEO.
Your tech concentration mirrors the Nifty Fifty era. Index-hugging hides structural rot. ITA’s exposure to Boeing’s industrial lag is a liability; PPA offers better depth. XLE works, but XOP provides the upstream leverage needed for a supply-constrained decade. JPM and UNH are the only logical anchors. Because history proves that in tightening cycles, quality and scale always outpace the index.
Any reason why this over ITA or PPA?
Oklo, ridiculous amount of FUD… they will be a mega cap in 10-15 years, could see a 2.5-3X in 2026. Currently, there is ~60% upside to their avg analyst PT of $130 (11 since Oct) and 140% upside to ATH of $193. Catalysts in 2026 include plutonium awards, PPA conversion of their 18GW pipeline, reactor criticality date of 7/4 as a part of their 3 DOE RPP projects.
A chunk into OKLO, lots of catalysts in ‘26; criticality by 7/4, plutonium awards, PPA conversions, new sector penetration (industrials, defense, EV fleets, and space.) Currently there’s +60% upside to avg analyst PT of $130 (11 ratings since Oct) and +140% upside to ATH of $194. This will be a mega-cap in 10-15 years.
From Zach’s lol, the news platform doesn’t mean anything. That’s outdated information- leadership just announced that they have 220+ employees and 18GW in pipeline, or ~240 75MW Auroras. Not true on SFRs, their Aurora is literally a scaled replica of EBR-II, which was a SFR than ran for thirty years continuously (1964-1994) in Idaho, it’s proven and safe tech. Leadership just signaled that with the $2B there will be non need to raise more capital again, since the scaling funding after FOAK will come from project finance debt via PPA agreements. Those AI summaries from MF and Zach’s that are default posted by Nasdaq or Yahoo are usually outdated or incorrect bs.
A lot of people look at them as a legacy laggard, but look at their pipeline, backlog, safe harbored backlog secured, debt reduction, and being the largest corporate PPA partner. Now doing data center shell build outs. They have more site control of land with interconnection build out than anyone. What needs power? Data centers. Makes sense they are shifting from just building out solar to offering land, power, interconnection to corporate partners. Shovel ready!
Long term PPA is way more bullish that 200% rev increase. Simply because they are scalable
Combine it with long term PPA's they have. I think that's better than transactional revenue
Pair it with long term PPA's they have. I think that's better than transactional revenue
The scary $8T headline misses the real driver: ROI lives or dies on utilization and power price, and phased builds with cheap electrons can still pencil. Depreciation is real, but fleets can roll from training to inference where perf/watt and software tricks keep costs falling (vLLM/TensorRT-LLM, quantization, KV cache, batching). The power choke point is tighter: 40–80 kW racks need liquid cooling, long-lead MV gear, and PPAs under ~$40/MWh with firm interconnect rights; anything else struggles. If you’re trading this, watch: GPU utilization (not just installed flops), $/token and p95 latency trends, AI revenue mix and backlog tied to shipped features, PPA pricing and substation timelines, and who can deliver dense capacity reliably (Vertiv/Eaton/Schneider and DC REITs with high-density retrofits like EQIX beat land-rich but power-poor sites). On the ground we’ve shipped with Azure OpenAI and Snowflake, and DreamFactory auto-generates secure REST APIs over legacy SQL so teams actually deploy and measure ROI fast.
Sorry I meant WWIII!!! In hindsight selling PPA was a mistake, but EUAD has also performed well. I don't hold XAR but it looks good. Same for RYCEY, it will surely do well as a civilian and military jet engine supplier. I don't believe the current round of Ukr/Rus talks will lead to peace, buying Rheinmetall on the dip and selling for a quick profit.
AES is my bet for general data center energy exposure. Largest tech/corporate PPA partner and acquisition rumors. Loaded on Jan 2026 $15 calls.
our framework raises valid concerns, particularly around the synthetic data question and grid infrastructure constraints. The energy bottleneck is real and often underappreciated in AI discussions. That said, I'd push back on one aspect of the analysis. The infrastructure investment thesis may hold even if the application layer disappoints. Consider the allocation pattern: when you look at how sophisticated institutional capital is positioning, they're not just buying model companies. They're building exposure to power generation, cooling infrastructure, and transmission capacity. The logic is straightforward. Even if AI applications underperform expectations, the data centers still need electricity. The chips still generate heat that needs removal. Whether those workloads produce revolutionary AI or just incremental improvements, the physical infrastructure captures value from the activity itself. Your point about the national grid is particularly interesting. The permitting and construction timelines for new power capacity extend years, sometimes decades. This creates a structural constraint that favors existing assets regardless of how the AI application thesis develops. Microsoft's 20-year PPA with Constellation Energy to restart Three Mile Island demonstrates this dynamic. They're not betting on next quarter's AI capabilities; they're locking in power supply for decades. The question isn't whether AI lives up to the hype. It's whether the infrastructure buildout creates value even in a disappointing scenario. Different investors will reach different conclusions, but the distinction matters for how you position around the thesis.
Defense has had a good tailwind for the last 2 years. Good ETFS include PPA or SHLD (this one owns Pltr). Or look at RTX for missiles, KTOS and AVAV for drones, HII for submarines. These are all targets of the current defense posture.
Nuclear is having its moment because data centers need baseload power that renewables can't consistently provide. When Microsoft signs a 20-year PPA with Constellation to restart Three Mile Island Unit 1 specifically for AI training, that's not a publicity stunt - that's infrastructure reality. The math is compelling: A single large language model training run can consume 1-2 megawatts continuously for months. You can't do that with solar/wind intermittency, and batteries at that scale are still economically prohibitive. Natural gas works but has carbon exposure risk. CEG and VST are the pure plays, but watch the regulatory environment. The NRC hasn't approved a new reactor design in years, so the real value is in companies that can restart existing units or extend licenses. Small modular reactors (SMRs) are promising but still 5-10 years from commercial deployment. Position sizing matters here - this is a long-term infrastructure thesis, not a quick trade.
Nope, COLA application submission soon, PPA conversions and/or more partnerships- lots of catalysts right now.
Defense companies report tomorrow - good or bad they have a strong tailwind. Returns for the last few years have been great. Don’t know if there will be tariff noise on materials, but it won’t matter over time. NATO buildout, drones, space , etc., will drive demand. Favorites are RTX, LMT, KTOS, and the ETFs SHLD and PPA. Good luck!
How would they get a binding PPA when they literally have zero idea (likely +/- 100%) how much the power will cost?
You’re doing this before all of the major catalysts ahead (COLA, Partnerships, PPA conversions) I would do the exact opposite.
Nice position! Since Feb I've been loading up on call options, which were incredible cheap earlier in the year. My investment thesis was pretty simple - a F500, $50B company with 70%+MSS in servers and clients that is one of only three companies that can make the world's most advanced semis and was ***trading at book value***. If that wasn't enough, the current "make-it-in-America" administration commissioned a study into the industry with the only logical conclusion being they are too strategic to fail. Once Trump called for LBT to be fired (his way of inviting him to the White House) it was obvious that they were going to make Intel Foundry successful. Intel doesn't need cash nearly as much as Foundry customers, which is the only thing that will save it. At $35-$40 it's topped out on cash infusion news and trading ***way*** past fundamentals, but news of any **Foundry** business will propel it upward proportionally to the amount of business announced, which will likely be relatively small because 18A is not external-customer friendly (likely the reason that the NVDA announcement is about ***co-developing*** chips) and 14A has to be proven before any big customer (AAPL, NVDA, AMD, AVGO, QCOM) bets their revenue streams on it. But certainly a number of smaller deals across both nodes would be big news. My options range from March 2026 through Dec 2027. Earlier this year those were relatively cheap; for example my 20-MAR-2026 15C was $6.76 (screenshot from ThinkOrSwim). https://preview.redd.it/r83ag6t8htsf1.jpeg?width=1714&format=pjpg&auto=webp&s=ee1e7aadf0a69b223c3be26b739f70f38519fe41 Believing there will be Foundry announcements (driven behind closed doors by the current administration) I even bought some recently as you can see above such as the 19-MAR-2027 35C @ $11.15. I like the long dated options because 1) they qualify as capital gains after a year and 2) after Delta reaches 1 they simply grow linearly with the stock price which I expect only to go up over the next 2 years (in the case of DEC 2027 calls). So an investment of \~$138k this year netted about $300k. (The other semi investment this year was TSM @ $175). So the next significant jump will depend on news about Foundry customers, but keep in mind it's trading way past fundamentals as Foundry will continue significant billion dollar losses probably for ***at least 4 quarters***, and the 14A node is a big question mark regarding PPA and yields. There is also a real possibility Foundry could be spun-off (yes I know there are clauses regarding that in the government funding but nothing that prevents it, or it could be (gasp!) nationalized) which will likely be positive for the stock price. Therefore I think it's still a good stock or (long-dated) call option investment as there is tremendous hype around Intel as well as the administration backing it. Just my two cents.
They have first mover advantage and a hyper-scalable model given that they are owners & operators looking to sell power through PPA agreements vs designs only. [Here’s a link](https://www.reddit.com/r/wallstreetbets/s/o5IJbGnqlF) to my most recent DD, which also includes a link at the bottom to a deeper dive that I did 10 months ago.
ELT had communicated that PPA transition would begin very soon on the last call, it will likely happen incrementally. There’s a lot more excitement now that they have begun construction of the first Aurora site.
If you are open to a sector ETF, I am quite pleased with PPA (Invesco Aerospace and Defense).
I invested in PPA and I'm happy.
If you’re willing to compromise on morals PPA is the best investment until 2028 🤓☝️
Hello newbie trader person here I was wondering if it would be a good idea to invest into the aerospace like ETA XAR or PPA since they are all in high demand for the Ukraine Russian war. Is this a good observation for a new ass dude like me or what?
now covered by redchip. They've been on $ASPI and $UMAC before their breakouts. Tend to have a knack for potential multi baggers. https://www.redchip.com/stocks/NUAI/videos https://youtu.be/XBOk-so8GJk?si=Wj0VVJmm3vY03PTm Not f*cling selling a share until PPA. Now we're starting to get some attention finally.
This was just a small candy press release dropped in the big bowl. PPA will be the game changer.
Only thing that'll make it move with a vengeance is a signed, power purchase agreement with the hyperscaler. Then we have liftoff. Until then, before we have revenue certainty and know how much money they'll get on a multi year PPA, the Tutes and fomo-retail will watch from the sidelines. r/nuai will keep you updated.
Strange. Gold, corn, and defense stocks (I have PPA and SHLD) are all up today. Wonder what that means.
Won't happen imo. PPA will come upcoming six months imo. The worth of a PPA for 250-1000GW of natural gas puts it on a $1B market cap when full build.
This definitely got the potential. PPA for 250MW - boom. Marker forward looking pricing in the full 1000MW before it's finished? - Big badaboom 💣
They requested a hearing. Delist postponed until hearing and Nasdaq coming to conclusion. Then probably another 180 day grace period to regain compliance. A) During that potential second grace period they split and finance to get the market cap to 50M. B) During that second grace period they start the build, turn the LOI into a signed PPA with the hyperscaler. That means 5-15 years of natural gas supplying a 250MW datacenter operation. Market cap ☝🏻past 50M with a vengeance. I'm betting on B, lots of indicators pointing to a big wallet lurking in the shadows since TCDC got the balls to sign a MOU for a 1600 miles fiber green field project. Also, before they've even started that 1600 miles of fiber entering agreements with other huge and planned datacentres who wants to hook up. NUAI cant really come to the discussion tables saying "-Hey, look at us, $10M market cap. Lets build a $200M fiber line across the US starting from our shack in Odessa." Imo a big spender is using NUAI to run their errands.
De gick in LOI med hyperscalern första juli, snudd på 2.5 månad sen. Diskussionerna har pågått sen november/december 2024. Jag antar/hoppas de skriver ett PPA innan byggstart.. Vanligtvis gör man så för att det blir lättare att finansiera allt om man har på papper hur mkt revenue man drar in. Vet ju inte vilka mål som måste uppfyllas i LOI för att bli till ett DA. Antar dock att det är nära.. O med nära i sammanhanget tänker jag från imorrn, när som helst inom 6 månader.. Enda jag vet är att bara de fiser MSFT i ett letter of intent eller definitivt kontrakt så har vi 5x som ingenting från den här market-capen
Japp, förhoppningsvis en försmak på vad som komma skall. Vad tror vi, om ett DA/PPA skrivs, görs det i år?
Agree. When DA/PPA or even a non binding LOI with MSFT inking.
Haha, gött mos! Tror fler gjort kopplingen med context/Microsoft. Context är designat för Azures system. Helt säkert att det är Microsoft på LOIn. Alla andra Hyperscalers har sina egna lösningar för carbon tracking och utsläppsrätter. Nu väntar vi bara på DA/PPA med Microsofts namn på kontraktet. Det är då vi åker. På riktigt åker. Men, än så länge ser det bara bra ut. Inget definitivt ännu.
Todays PR confirms my suspicions about Microsoft or Aws being the first anchor tenant. With carbon capture tech from context labs, there's no doubt in my mind the hyperscaler is Microsoft. https://contextlabs.com/ Now we need DAs and PPA, Microsoft to step out of the shadows. LOIs to definitives. Everything lining up beautifully imo. It's either 50x or a complete bust. But to me.. last couple of months developments been fundamentally huge.. since June/July. Delist threat is just temporary noise... But it all depends on PPA signed and LOIs turning to definitives... next couple of 6-7 months will be crucial as they will present their plan for compliance at upcoming hearing and probably get another 180 days to regain compliance.
Land acquired, bought and now owning 235 acres. Forming industrial district outside Odessa. Letter of intent for 203 acres more. Initial plans last year 90MW, expanded to 250MW and now 1000MW. 1000MW is AWS or Microsoft Azure knocking om the door. First anchor tenant is important though for the 250MW at the initial 235 acres. Equity line ridiculously high now. A financial backer wouldnt be ready to deploy $1 billion dollars if this was all ballooney. This is more a matter of when, not if it's gonna happen. Extremely important checkboxes ticked last three months leading the way to a PPA. In six months well be in a much different space than $10M market cap imo. People who see the potential buy for the potential. But basic psychology will kick in once this is 300-500% up and everybody going FULL FOMO.
No one will care but I'm blown away I have managed a random allocation of stocks that seems to nearly match the market exactly the past week. A weird mix of GOOG/WMT/BRK/UNH/SOXL/SSO/PPA that have always had 1-2 up and 1-2 down in a way that is like the Thanos knife, perfectly balanced to copy the SPY. Which is f'ing annoying bc the amount of stress to match 100% SPY was not worth it haha.
I figure that’s what my ETFs are for, rather than individual equities. My big 4: SPHQ IGM CGDV FDVV Hedge: PPA RSPU
None of us have an idea !!! Amazon has more diversity than any company. Look at PPA. All ya gotta do is think of War and it might be a good bet.
As someone in direct PPA negotiations with big tech, 90% of the actual power they will be getting to power large centers in the next 5-10 years will be natural gas. Solar + batteries aren’t big enough, centralized enough, and transmission is a fucking pain. We’ve got a decade until advanced nuclear is feasible at scale. I assume you mean solar + battery when you say solar + electricity. 80% of batteries are still going into EVs. Possible we see a shift in those percentages due to credits expiring and increasing demand from tech as grid storage grows. The motivation is there, but damn natural gas is still fucking cheap. All of big tech will just build out more fossil generation while buying RECs to say they’re clean, just like we’ve been doing for years.
Do you know where the new generation is coming from for Meta’s data centers is coming from? Hint. They’re building it in Louisiana and adding 2GW of natural gas plants to boil water to put through a turbine generator to induce an electric field which results in voltage generation which induces a current that flows to the data center that powers racks of NVIDIA GPUs. Nuclear is too slow to power any of this and every company is using natural gas as a “bridge” while pledging they’re supporting green energy development for the future. See: any deal with OKLO, Kairos, Or other SMR company. Only other non nuclear clean firm power is advanced geothermal which Google has a PPA from Fervo for (legit interesting). Thank you for coming to my TED talk on where electricity is coming from.
Combination of GDE, PPA, RSSB and AVNM Diversified with gold, bonds, international and defense. Pretty much hedges against most of destabilizing events and gives higher returns than SPY alone or VT alone due to slight leverage of about 1.5x which is proven to be healthy long term. Optimal is 2x but that’s too much for me personally.
>It’s all a gamble. If people say they know for sure something is going up, they probably don’t know anything about anything unless it’s insider trading. This is from another comment I made the other day that is relevant here as it highlights the roadmap of tsmc and the eventual processing and energy improvements from moving to a gates all around transistor measured off the angstrom scale. Edit: the parallel with nvidia when factoring in tsmc a14 node is the cosmos/omniverse to model physical ai such as robots trained off of synthetic data which needs much more processing power and lower energy requirements. 1.4nm by 2028 if you remove the china problem will be a golden age. If you include the davidson window of readiness by 2027 then look out below. https://www.aminext.blog/en/post/tsmc-a14-angstrom-process-tech-strategy-1 Process Generation Target Mass Production Main Transistor Architecture Power Delivery Network Primary Lithography (Est./Confirmed) Key Features / Goals N3 (variants) In Production FinFET (Optimized) Frontside (FSPDN) 0.33 NA EUV, DUV Multi-Pat Final FinFET optimization, diverse PPA options N2 2025 H2 Nanosheet GAAFET Frontside (FSPDN) 0.33 NA EUV First-gen GAAFET, significant PPA improvement A16 2026 H2 Nanosheet GAAFET Backside (BSPDN/SPR) 0.33 NA EUV Introduce BSPDN, optimize HPC performance & density A14 2028 GAAFET (2nd Gen) Frontside (FSPDN) 0.33 NA EUV (Confirmed) First Angstrom node, further PPA enhancements A14P (Planned) 2029 GAAFET (2nd Gen) Backside (BSPDN/SPR) 0.33 NA EUV / Potential High-NA EUV Enhanced A14, adds BSPDN, possible High-NA evaluation
PPA is pretty nice if you like aerospace and defense. I like Schwab’s interface because you can see how a bunch of different orgs have rated each stock. Pretty much everything you might need for a DD is right in one place as opposed to Robinhood which is designed for a dopamine rush and easy buying
My port is compromised of way more ACHR and PPA than it probably should be but I’m up over 30% today and they both just keep ripping
And just like that, my port is green. PPA, thank you. Bears, beats, battlestar galactica
NATO buying more missiles to send to Ukraine? Full port PPA
This is from another comment I made the other day that is relevant here as it highlights the roadmap of tsmc and the eventual processing and energy improvements from moving to a gates all around transistor measured off the angstrom scale. “1.4nm by 2028 if you remove the china problem will be a golden age. If you include the davidson window of readiness by 2027 then look out below. https://www.aminext.blog/en/post/tsmc-a14-angstrom-process-tech-strategy-1 “Process Generation Target Mass Production Main Transistor Architecture Power Delivery Network Primary Lithography (Est./Confirmed) Key Features / Goals N3 (variants) In Production FinFET (Optimized) Frontside (FSPDN) 0.33 NA EUV, DUV Multi-Pat Final FinFET optimization, diverse PPA options N2 2025 H2 Nanosheet GAAFET Frontside (FSPDN) 0.33 NA EUV First-gen GAAFET, significant PPA improvement A16 2026 H2 Nanosheet GAAFET Backside (BSPDN/SPR) 0.33 NA EUV Introduce BSPDN, optimize HPC performance & density A14 2028 GAAFET (2nd Gen) Frontside (FSPDN) 0.33 NA EUV (Confirmed) First Angstrom node, further PPA enhancements A14P (Planned) 2029 GAAFET (2nd Gen) Backside (BSPDN/SPR) 0.33 NA EUV / Potential High-NA EUV Enhanced A14, adds BSPDN, possible High-NA evaluation””
It cuts the tax credit for homeowners wanting to buy solar. It still extends the tax credits for PPA and leases through 48E. Solar stocks took a beating at the release of the bill news. They’re still relatively low, even with a safe runway for the next 5 years if you factor in safe harbor. I made a good chunk off of FSLR and purchased more RUN
1.4nm by 2028 if you remove the china problem will be a golden age. If you include the davidson window of readiness by 2027 then look out below. https://www.aminext.blog/en/post/tsmc-a14-angstrom-process-tech-strategy-1 “Process Generation Target Mass Production Main Transistor Architecture Power Delivery Network Primary Lithography (Est./Confirmed) Key Features / Goals N3 (variants) In Production FinFET (Optimized) Frontside (FSPDN) 0.33 NA EUV, DUV Multi-Pat Final FinFET optimization, diverse PPA options N2 2025 H2 Nanosheet GAAFET Frontside (FSPDN) 0.33 NA EUV First-gen GAAFET, significant PPA improvement A16 2026 H2 Nanosheet GAAFET Backside (BSPDN/SPR) 0.33 NA EUV Introduce BSPDN, optimize HPC performance & density A14 2028 GAAFET (2nd Gen) Frontside (FSPDN) 0.33 NA EUV (Confirmed) First Angstrom node, further PPA enhancements A14P (Planned) 2029 GAAFET (2nd Gen) Backside (BSPDN/SPR) 0.33 NA EUV / Potential High-NA EUV Enhanced A14, adds BSPDN, possible High-NA evaluation”
VGT, ASML, MGK, SCHD, PPA. In a separate account I have PLTR.
Buy some ETFs: SMH, VEU, PPA, BAR, VFMO, XLE. These themes hold both quality small and big companies. OR you could see the ETF holdings and invest in single stocks, although I don't like that method as much.
God this golden dome is going to do wonders for my defense industry calls. ITA, PPA
I prefer PPA but I’m feeling the vibe
At this point I think I’m gonna full port into PPA, DCA, and come back in 25 years
Contrarily, my partisan decision to “pull out of full market indexes” and “go into military indexes” (PPA in my case) had yielded outsized gains… So, there’s that…
Reallocating to international funds and military indexes (PPA) has been just fine, and I expect that to be perfectly reasonable for the foreseeable future.
I get, in order of size, PPA, KDEF, EUAD, SHLD. Since tech and semis are involved in defense products, those also follow defense spending a little.
Idk about you, but I'm switching to ITA and PPA and XAR