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$ProShares Ultra Bloomberg Natural Gas (BOIL.US)$ this is a ...
$ProShares Ultra Bloomberg Natural Gas (BOIL.US)$ this is a by the dip the upside is enormous and a lot of these data centers are going to be run on natural gas and I don't mean farts. look at a reversion to the mean call it Fibonacci look at the upside..
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37+ yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Salmon Klein : what is this about? natural gas...buy before or after elections?
10baggerbamm OP Salmon Klein : so natural gas comes up before oil when it's drilled you normally hit natural gas pockets before you hit liquid gold black gold and then they have to refine it natural gas has been crushed just pull a chart look at the chart that I posted it's a freaking train wreck. but going forward oil is not going to power data centers natural gas is dirt cheap right now there's only so many nuclear facilities that will be built and approved through EPA nuclear regulatory commission there's four to five years worth of hurdles before the smallest companies that are publicly traded that are going parabolic will be able to provide any energy the natural gas is clean energy it's the cleanest source there is produces a very high amount of BTUs we have an abundance in the United States and I think after the whole what nuclear reactors that have been shut down can be turned back on and Microsoft signs a x amount of gear agreement people are going to look towards natural gas for providing energy to power the data centers in which case the demand will go 10x 100x through the fucking roof
ArtemisX : parking here too!
Salmon Klein 10baggerbamm OP : yeah...nuclear power is better than anything, but it is very expensive to make a facility from scratch, so usual, burning gas is way more effective. how is nuclear power in the US? maybe there some small companies now being a huge opportunity for future?
10baggerbamm OP Salmon Klein : all of this small nuclear companies uranium companies have gone straight up and the utility companies that have nuclear capabilities have gone straight up so you have utility companies with 2% revenue growth that are now trading like a tech stock because they're anticipating they're going to have 10 to 15% of revenue growth going forward once they max out their nuclear capacity for the data centers and as you saw data centers they're now trying to position themselves around these nuclear facilities because the closer they are the easier it is to get power. the problem with the small uranium companies most are pre-revenue so they are a bubble like the 1999.com stocks and you got to be really really careful cuz if there's a problem in the economy like Iran Israel really turns into a shooting war the market's going to come crashing down and those uranium companies are going to come down 90% they'll go right back to where they started when money starts flowing out. the problem in the United States is you have nuclear regulatory commission and you have EPA and their guidelines are so strict you're talking best case scenario four to five years in the future before if a facility were to be built today that it would be operational. that's a long time frame for investors so every stock gets ratcheted up and price for perfection for something that hasn't even happened so you begin trading on forward revenues anticipated revenues that are not realized yet and that spells correction and the ones that go up quicker they're going to be the ones that get crucified on the way down they're going to get the rug pull. so I follow all the little uranium companies I kick myself now in retrospect around buying them because they're up hundreds of percent but the pay the current valuation with a no revenue company I think is financial suicide
Salmon Klein 10baggerbamm OP : well, I invested in uranium in June or so because exactly what you are saying, Vistra is way too high already and putting money in a small nuclear energy... who knows? data centres need huge energy true, but current supply may be enough? we will see on increasing demand. i am now waiting for UEC to come above 7, if so, it may continue its way beyond 8..and time to get out hahaha
10baggerbamm OP Salmon Klein : the best I would say is leave your profits in the company take your principal out and that way if it turns into you know a big 800 lb gorilla in the industry it's going to be a worth a lot more exponentially more and if it sells off and takes a dump it doesn't matter cuz your principal is safe and you have time on your side to let the industry evolve around the data centers
Salmon Klein 10baggerbamm OP : that's also a good idea. which is the upside for gas etf? you think is reliable to think on it reaching 20 dollars? the chart does not look very promising long term I mean. are you in?
10baggerbamm OP Salmon Klein : you know commodities are a whole different world and I'll be the first to tell you flat out I don't follow natural gas like these guys up in Chicago that trade it. a lot of it's going to depend on who wins the election if it's Trump or if it's Harris cuz if it's Harris oil prices are going to go up significantly and natural gas prices will those skyrocket also. if Trump wins oil is going to go down natural gas I think initially could go down a bit but because of the use to power the utility companies because they don't run on gasoline right I mean the utility companies they don't run on oil they run on natural gas to power the generate electricity the ones that are not hydro or nuclear they're certainly not solar or wind powered
so I think you'll see the appreciation in natural gas if nothing else just like the utility company stocks went up because of the demand from data centers and I heard this week that they're talking like 3-4000 data centers to be built in the United States by 2030
10baggerbamm OP : you can pull a chart on it and see that this leverage The ETF it got down to the low $2 price point so there's certainly is risk and if natural gas falls because it's a leveraged ETF it can get hammered. so honestly I think this is one that you buy to trade based off of price movements not something that you put away to hold for years and years and again maybe with something like this you just leave the profits in it you're never going to go negative you know worst cases is it crashes again in which case it's just profits but if it goes back up to 30 bucks or so 40 bucks Yahtzee you killed it
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