Anecdotal. Unemployment is increasing, market leaders are cutting jobs, cash flow is thin due to spending every penny on AI development that hasn't made returns yet, requiring power grid capacity that does not yet exist. US needs to innovate fast as fuck to get over this impasse, and when was the last time US innovated quickly..? Oh yea, like 60 years ago when boomers were being born.

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If you enjoy losing money. If you really want to lower exposure to Mag7 just start allocating into gold, utilities and energy, the grid isn’t able to handle the projected energy costs of data centers that are being planned, so there will be a massive scale up

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Add some power grid modernization plays and you’re golden

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Honestly, they don’t really, unless AI takes over the entire world. They are shoveling many tens of billions of dollars a year into constructing datacenters, into which they will put hundreds of billions of dollars worth of GPUs that depreciate quickly and need billions of dollars worth of electricity from a grid that already can’t handle it and is very market-based (so this will cause electricity prices to spike). They are literally lighting hundreds of billions on fire every year, all with revenue of less than $20B, for a technology that corporate buyers (the only ones with money) are already starting to question the value of and say that they want to see a return on their massive investments. Even if their tech becomes dominant, they will still need to to refresh their GPUs every few years to the tune of hundreds of billions, and pay for power on an ongoing basis, several billion. The only way that kind of capex is justifiable/profitable is with multi trillions in revenue, which basically can’t happen.

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Ayy bruh, listen good. You tink I playin? Denison Mines no small ting, dis one be real deal uranium beast. First new mine in YEARS, you hear me? Whole market dey sleep while dis bald fat accountant-man dey count barrels like he count calories. You go laugh, but dat man steady — no meme stock, no hype, just pounds in da ground and cash on da books. AI dey burn juice like junkie — all dat ChatGPT and robot brain dey need power, and who go feed da grid? You tink solar go save you when da servers start screaming? Nah, dis Denison go feed am, straight from Saskatchewan, clean and mean like atomic firewood. Wheeler River? Dat ting not project, dat ting prophecy. In-situ recovery like sorcery — they pull uranium from da rock without diggin’ a grave. Margins go mad, price go parabolic, and all da “renewables bros” go cry into dere kombucha. I swear, when dis market wake up, DNN go flip portfolios like pancakes. No more cappin’, no more doom-talk. Denison Mines na da plug for da machine age, my fren. You wan AI power? You wan fission tendies? Then shut ya mouth and hold ya calls. Dis be DNN.

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> Why is this important? PLUG being partnered with QNC makes them **the first and only energy hardware manufacturer to use Quantum backed security to be able to secure their hardware/the electrical grid.** Technobabble. You don't need "quantum backed security" to achieve quantum resistance, and you don't need a new product to get quantum resistance in current protocols. For example in TLS the ciphersuite is negotiated between the client/server, with the client sending a list of ciphers it supports in the ClientHello and the server selecting one in the ServerHello response. Changing the supported ciphersuites available for negotiation is a trivial configuration change in a serverside text file.

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#TLDR --- **Ticker:** $QNC.V & $PLUG.CN **Direction:** Up **Prognosis:** Buy these Canadian penny stocks before quantum computers break the internet and robots take your job behind the Wendy's dumpster. **Thesis:** Quantum computing is the next AI-level bubble. It will make current RSA encryption useless, and $QNC has the quantum-based solution. They partnered with $PLUG, an energy company building Canada's first indigenous-led gigafactory, to secure the future electrical grid from China/Russia. **Source:** A Canadian politician said the word "Quantum" in a speech once.

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Texas energy stocks gonna dump this winter when their power grid inevitably fails again.

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Tempted to go off the grid till Friday and check my port when all this is over

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"Power Grid: The biggest delay—transmission can take 3–10 years to permit/build, per Goldman Sachs. AI centers demand 100–1,000 MW, equivalent to a mid-sized city's load." are we going to have FOMO daily ATHs everyday for a decade. if/when this turns the gov wont be able bail the mag 7 out of this mess

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