Fort Lauderdale, FL
Joined September 2011
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Carlos retweeted
SpaceX has just unveiled a massive new $50 billion Supercomputing Campus that they want to build in Cochise County, Arizona.
All info:
• Up to 6 GW across the 9 supercomputing buildings
• Construction starts 2027
• Size of each supercomputing building: ~493,000 square feet.
• Total supercomputing building space: 4.44 million square feet, excluding support facilities.
• SSVEC residential customers are projected to see electricity bill reductions of 10–40%.
• Up to 24 GWh of grid-connected battery storage to provide backup power, stabilize the regional electric grid, support local voltage, and absorb fluctuations in electricity demand. Among the largest planned battery installations in the United States.
• Additional solar generation in the region is planned to supply renewable electricity during the day and reduce demand on the local grid.
• No dedicated on-site power plant or fuel storage yard is planned.
• Each supercomputing building will have 10 MW of natural-gas-powered standby generation for critical equipment, operating only during utility outages and periodic testing.
• No gas turbines will be installed at the site.
• SpaceX plans to fund $3.6 billion in grid infrastructure upgrades, transferred to AEPCO at no cost to its members.
• Up to $260 million annually in additional benefits for cooperative members at full buildout, on top of residential bill reductions.
• Up to $200 million annually for cooperative members statewide, in addition to SSVEC benefits.
• The supercomputers will use dry cooling with a closed-loop water circulation system rather than evaporative cooling.
• SpaceX projects zero ongoing industrial water consumption.
• The cooling system will be filled initially, with water reused for up to 10 years.
• SpaceX estimates annual water usage equivalent to approximately 20–30 Arizona residential homes.
• Projected annual water use would be less than 2.5% of a single center-pivot irrigation system's annual consumption.
• Permanent jobs: Approximately 1,000.
• Construction jobs: Approximately 5,500.
• Annual property tax revenue: Up to $103 million in estimated new annual revenue.
• Regional economic benefits: SpaceX says its investment will support public education, infrastructure, essential local services, and economic development.
• Local suppliers: SpaceX is encouraging suppliers to participate in construction and development of the campus.
• Noise mitigation: Equipment will be positioned away from neighboring properties where possible, with setbacks and additional screening to reduce noise.
• Nighttime lighting: Outdoor lighting will remain off unless work is underway, with active lights shielded and directed downward.
• Dark-sky protection: The campus will comply with Cochise County's dark-sky requirements to limit light pollution.
• Nighttime construction: SpaceX says it will seek waivers when nighttime construction lighting is necessary.
• Wildlife protection: The campus is being designed with consideration for the region's sandhill crane wintering habitat.
This campus's purpose is to build one of the world's most advanced AI supercomputing campuses to train SpaceX's superintelligence models and support scientific and engineering breakthroughs.
Learn more: spacex.com/sites/cochise-cou…
Carlos retweeted
Marcus Aurelius wrote this over 1800 years ago:
“If it’s endurable, then endure it. Stop complaining.”
Carlos retweeted
Vanderbilt IT continues to respond to the ongoing cybersecurity incident with a focus on containment and restoration. Select systems and applications are available. We are publishing FAQs to address ongoing questions.
news.vanderbilt.edu/2026/11/…
Tesla has a patent for lasers that clean windshields.
Tesla VP @larsmoravy says Tesla might introduce lasers on its future robotaxis to clean the windshield:
"If you fire them in a focused area, you can clean the sheet of water and create a barrier. When you think about autonomy, it might be a good solution to only clean the area where the camera is."
(via new Jay Leno's Garage episode)
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Carlos retweeted
Charlie Munger says he would focus on small caps if he were a young man
So why aren’t you ?
Carlos retweeted
This week will likely mark the top of Large Cap Outperformance over Small Caps. Small Caps have little institutional ownership and they’ve been lagging Large Caps for years. Huge market moves tend to change leadership and I think Small Caps and Value will now lead for years.
**Build-A-Bear Workshop, Inc. (NYSE: BBW)**
This matches the post’s details:
- Current market cap is roughly $360–390 million (fluctuating around the $386M figure cited, depending on the exact price and share count).
- The company has returned approximately $170–172 million to shareholders since 2021 via a combination of share buybacks and dividends (including special dividends of $1.25/share in late 2021 and $1.50/share in 2023, plus the start of regular quarterly dividends).
@ValueOptimist has previously discussed BBW’s capital returns in this context, and the company’s own filings and earnings commentary confirm the cumulative shareholder returns over that period. It is treated as a microcap/small-cap specialty retailer focused on experiential retail.
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Carlos retweeted
$RGS is a textbook example of what happens when a good business is held hostage by bad management and an entrenched Board. Again let's look at the facts. 92% franchised. 3,448 franchise locations. $30M+ in EBITDA. Several consecutive quarters of positive operating cash flow. And the stock trades at not even ~6x EBITDA. Again, GA just paid ~$611K per location for European Wax Center. RGS trades at an implied ~$41K per franchised salon. A nearly 15x disparity! Make it make sense. A refinancing could unlock another $4–6M in annual free cash flow. How long do you think the shareholders will wait before they revolt at the lack of resignations following the election results?
@finance_schmidt
@WyetznerGary
@joinyellowbrick
@boujee_banker
@deepvaluedude
@CapitalFang
@DheerajJMM
@ValueOptimist
@kingdomcapadv
@InvestSpecial
Carlos retweeted
$BN CEO Bruce Flatt, who oversees over $1T in assets across real estate, infrastructure & energy, says we’re not in a bubble but we’re entering a build cycle.
He emphasized that the companies driving this era have balance sheets stronger than many nations & are locking in long-duration, hard assets with 10+ years of cash flow visibility at fixed financing costs.
Between AI compute demand, electrification & population growth the global power capacity will need to expand by over 25K terawatt-hours in the next 15 years.
The market keeps calling it overvalued but the truth is we’re underbuilt.
Let that sink in for a minute...
ELON MUSK: SpaceX took the team that dominates space and “applied that same team to the deployment of terrestrial compute.”
“This is a bit like the New York Yankees playing in little league. It’s not fair.”
SpaceX puts almost 90% of all mass into orbit. China is roughly 6%. The rest of the world combined, including the rest of the U.S., is about 4%.
That’s “an order of magnitude greater” than all its space competitors combined.
Now that team is deploying power, cooling, and infrastructure “vastly faster than anyone else, and may at some point be faster than everyone else combined.”
“Let that sink in for a minute.”
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Carlos retweeted
Roadster event livestream xitter.cf/i/broadcasts/1yKAPwNgg…
Carlos retweeted
Holy shit y’all are not ready for tonight’s Tesla Roadster demonstration.
There is a massive ramp 😂
Carlos retweeted
Tom Brady shares the advice that changed his career and his mindset.
He was at Michigan - he was only getting 2 practice reps while the starter got 20.
He was complaining to sports psychologist Greg Harden:
"How can I ever get better? All these guys get all the reps and I only get 2."
Greg's response changed everything:
"Just go in there and focus with the 2 that you got and make them as perfect as you possibly can."
Focus on what you can control. So that's what he did.
"They'd put me in for those 2. Man, I'd sprint in there like it was Super Bowl 49. 'Let's go boys! Here we go! What play we got?'"
"I did really well with those 2 'cause I brought enthusiasm, I brought some energy, and I had a little more confidence in myself."
You don't get what you want in life - you get what you earn.
It starts with showing up and earning it every single day.
"It went from 2 reps to getting 4 reps because those 2 were pretty good. Then I had 4 good reps. Then I got 10 good reps."
You can always try to lead the team in effort, attitude, and perspective because it takes no talent.
Then he shared the mindset shift:
"Focus on what you can control. Focus on what you're getting, not what anyone else is getting. Whenever you get an opportunity, you take advantage of it. You treat it like it's the Super Bowl."
Stop complaining about what you don't have. Dominate what you do.
Opportunity doesn't care about fairness - it rewards how ready you are.
(🎥PBD Podcast )
