Lake Tahoe doesn’t know where its power will come from after next ski season—and it’s a major problem for the 49,000 residents who call the region home.  

The Sierra Nevada tourist hub—home to ski resorts, lakeside casinos, and roughly 25 to 28 million annual visitors—is facing an energy crisis with a familiar culprit: the data centers powering the AI boom.

Article  on Zero about Goog and Space x doing space data centers. What companies would benefit from this besides NVDA, GOOG Space x?  Time frame could be a while..STar Cloud is private but seems tied to IONQ. Anybody have any ideas on Space data centers?

heard Cramer didn't like it...good sign potentially

harvest will drop to the lowest since 1972...wheat

- Chicago Board of Trade wheat and K.C. wheat futures climbed by their daily trading limits on Tuesday after the U.S. Department of Agriculture projected the nation's harvest will drop to th

WEAT  broke out finally above 25.24

DGXX also stands to benefit from Cerebras’ soaring demand for its initial public offering. The company is set to go publicon Nasdaq's Global Select Market on Thursday in an IPO likely to be the world’s largest in 2026.

anyone watching this one with the Celebras ipo coming out...

It should not go unnoticed that Berkshire Hathaway is now sitting on $400 billion of cash, which is the biggest hoard they have ever had.  In 1998, the financial media called him an idiot, and what happened in 2000?  Buffett was an idiot again in early 2008.  What happened in late 2008 and 2009?  

Buffett is not an idiot, and for him to say now that there is nothing out there of value to buy and I’d rather have cash, that tells you a pretty big story.”

Indie Semi (INDI) jumps as unusual 4000 June $4 calls buy 0.65....doing nice today. Thank you for post KP!

at 57.73. May 50 puts are 3.85

it left at 8.30 . wicks work a lot.

GO..........Wick at 7.86 from early this morning. Looking for that hit again