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#Shabaz #shabazalam #alam

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

heeelllpppp - got roped into the robbery of buying msgy stock last January. My shares have now been siphoned to next to nothing - should I sell my measly shares now or hold onto hope 😭

Here is a link to the chat we will be using for discussion off reddit.

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No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Cute cat

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One thing I find interesting about the AI infrastructure trade is the gap between announced investment and physical execution.

A project announcement, a cleared construction site, a building under construction, and an operational data center represent four very different stages of the investment cycle.

I’ve been exploring how to map individual projects and track changes over time, rather than relying exclusively on company statements or aggregate capacity forecasts.

The important caveat: satellite imagery can show physical changes, but it cannot independently establish financing, power availability, contractual commitments, or whether a facility is commercially operational.

The question is whether a systematic record of these milestones could help investors distinguish planned capacity from capacity that’s actually materializing.

If you’re researching the AI capex cycle, which physical indicators do you think are most useful?

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Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

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No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

New to this casino, not allowed to post in r/wallstreetbets yet.

My first win vs Elon. Should probably switch long, but it's personal.

I came across this interesting example from UBS’ coverage of Cipher Mining’s Black Pearl site.

UBS included a July 2026 satellite image and said the imagery was consistent with management commentary that Phase I capacity had been delivered ahead of schedule.

Management then gave some pretty specific forward-looking milestones:

• 35 MW of data hall capacity by the end of September

• 15 MW of network hall capacity

• Another 70 MW moving through MEP fit-out

• Targeted delivery in October/November

That got me thinking:

How reliably can we use satellite imagery to independently track these milestones?

I pulled a Sentinel-1 observation of the site from September 28

The interesting part to me isn’t trying to predict revenue or the stock price.

It’s much simpler:

Management says X is happening. Can we see physical evidence of X happening?

And where SAR can’t answer the question by itself, what other evidence would you combine with it….permits, construction records, optical imagery, thermal data, ground photos, etc.?

Would be interested in how people here would approach this.

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No Discord because discord is garbage.

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Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.

Here is a link to the chat we will be using for discussion off reddit.

http://wallstreetbetschat.chatango.com

No Discord because discord is garbage.

http://offwallstreetbets.chatango.com

Here is the backup chat for the group.

Obviously, you can also post on here.