Go to the 43rd minute of this video to understand how much electricity AI will require.
https://www.youtube.com/watch?v=DfTU5LA_kw8
The entire video is three hours long, but very thought provoking. They discuss some very deep stuff, including how AI could evolve into a "God".
Search found 34654 matches
- Mon Apr 22, 2024 2:35 pm
- Forum: Other topics of interest
- Topic: How much electricity will AI require?
- Replies: 3
- Views: 86
- Mon Apr 22, 2024 2:16 pm
- Forum: The View from Houston
- Topic: Feds losing the War on Inflation
- Replies: 3
- Views: 103
Re: Feds losing the War on Inflation
I agree 100%.
- Mon Apr 22, 2024 1:13 pm
- Forum: The View from Houston
- Topic: Feds losing the War on Inflation
- Replies: 3
- Views: 103
Feds losing the War on Inflation
Note from one of our very smart investors. He likes gold, copper and oil because they are "real assets". Commodity prices are rising since both the U.S.’s and China’s manufacturing have begun rising in sync—and China’s economy is beyond the Fed’s control. Biden’s proposed steel tariffs wou...
- Mon Apr 22, 2024 1:01 pm
- Forum: Picks and tips from the EP community
- Topic: Source Rock Royalties Ltd. (SRR.V) Q4 Results - Apr 22
- Replies: 1
- Views: 64
Re: Source Rock Royalties Ltd. (SRR.V) Q4 Results - Apr 22
Source Rock is a pure-play oil and gas royalty company with an existing, oil focused portfolio of royalty interests concentrated in southeast Saskatchewan, central Alberta and west-central Saskatchewan. Source Rock targets a balanced growth and yield business model, using funds from operations to pu...
- Mon Apr 22, 2024 12:42 pm
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy (VTLE) Valuation Update - Apr 22
- Replies: 0
- Views: 118
Vital Energy (VTLE) Valuation Update - Apr 22
I have updated my forecast model for Vital Energy and it has been posted to the EPG website. My valuation stays the same at $102/share. Here is what I did: > Lowered interest expense on row 34. > Increased the outstanding share count from 37 to 38 million, which is probably a bit too high. > I adjus...
- Mon Apr 22, 2024 11:08 am
- Forum: Picks and tips from the EP community
- Topic: Source Rock Royalties Ltd. (SRR.V) Q4 Results - Apr 22
- Replies: 1
- Views: 64
Source Rock Royalties Ltd. (SRR.V) Q4 Results - Apr 22
This is a micro-cap minerals/royalty company that has been recommended by the same EPG member that brought Hemisphere Energy and InPlay Oil to my attention. I hope to schedule the Founder and CEO, Brad Docherty on a webinar with me soon. Note that the company already pays dividends. ----------------...
- Mon Apr 22, 2024 10:08 am
- Forum: Other topics of interest
- Topic: Good Advice from HFI Research - April 22
- Replies: 1
- Views: 88
Good Advice from HFI Research - April 22
Notes below are from Wilson at HFI Research with my comments in blue. ---------------------------------------------------------- Roughly 12 years ago when I first embarked on the journey we call investing, I was naive beyond belief. I had read everything Warren Buffett had written up to that point a...
- Mon Apr 22, 2024 9:45 am
- Forum: Monthly Webinars and Luncheons
- Topic: April 23 Luncheon: 1 seats remaining at 2PM
- Replies: 0
- Views: 44
April 23 Luncheon: 1 seats remaining at 2PM
Sabrine told me this morning that we only have four seats remaining for the InPlay Oil hosted luncheon. < Three of the seats have been taken today. You must register if you wish to attend. You can register on the EPG website or send an email to Sabrina at energyprospectus@gmail.com Non-members are w...
- Mon Apr 22, 2024 8:49 am
- Forum: The View from Houston
- Topic: Dan's Interview on KE Report - recorded April 17
- Replies: 4
- Views: 155
Re: Dan's Interview on KE Report - recorded April 17
Last Tuesday I spent 45 minutes talking to two members of the REPX management team. They are excited about the potential of RPC Power LLC. Two years ago at an energy conference in Dallas I watched a presentation of the concept of modular power plants (for electricity) that made a lot of sense to me....
- Mon Apr 22, 2024 8:42 am
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 462
Re: Vital Energy and its solvency
I had to focus on the newsletter all weekend. I will take a hard look at the model for Vital today. VTLE closed on Friday at $53.79, which is below book value of approximately $73/share. There is nothing I see that justifies this stock trading below book value. My current value of $102/share is base...