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Latest posts 5
Fully agreed
US industrial capacity has been eroding for decades, and with it the fortunes of our middle class and to an extent, our national security. Data center development and our leadership in AI can reverse that trend, finally. Current hysteria to block all projects everywhere is a gift to China.View quoted post on X
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The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.View quoted post on X
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is…
Reverse Cramer will happen
Jim Cramer just singled out HUT in particular as going to feel the pain of last night's blue wave as their cost of capital will go up. Don't follow his logic since one of their large go forward projects is in Louisiana. (The other is in East Texas.)View quoted post on X
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Jeff Landry is an unbelievable governor. Louisiana is about to get stupid rich.View quoted post on X
All red states should take notes.
