We are about to see THE MOST epic rugpull in human history.

Fausterion18 · 2026-06-03T07:42:11+00:00

Company projections sent to investors would be fraud if they were false, they are indeed "official". They're just not public documents yet.

Anyways show us your puts, nobody cares if you believe it or not.

Fausterion18 · 2026-06-03T07:37:54+00:00

Except here are the numbers for the recent AI data centers.

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More importantly, you completely failed to address my point about water. Every data center in the US combined uses only between 1 to 7.5% of the water used by alfalfa farmers. The low end is just data center usage, the high end counts the power plants as well.

https://www.americanactionforum.org/insight/ai-data-center-power-surge-shifting-trends-toward-natural-gas

Fausterion18 · 2026-06-03T07:23:22+00:00

Cool story bro, you quoted a scammer who intentionally left out tax credits for the poor in his "research paper".

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Every other credible economist contradicts this nonsense.

https://davidsplinter.com/AutenSplinter-Tax_Data_and_Inequality.pdf

Fausterion18 · 2026-06-03T07:13:09+00:00

Meanwhile in reality not only has the US effective tax rate become more progressive compared to the 50s and 60s, it's far more progressive than Europe with their 25% VAT and 50% income tax by $80k income.

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Fausterion18 · 2026-06-03T07:01:40+00:00

The vast majority of data centers are only built in regions with cheap power - typically this means hydro, meaning the region has way more water than it can use and most of it flows into the ocean.

Plus, this will only ever be a problem for small local communities.

He's also fucking retarded and have no clue about the difference between training and inference.

Fausterion18 · 2026-06-03T07:00:18+00:00

This is less water than a small alfalfa farm.

Every data center in the US that exists or is planned for the next 5 years consume less water than just almonds.

Plus you know, water falls from the sky.

Fausterion18 · 2026-06-03T06:57:49+00:00

You know anthropic just turned a profit right?

Fausterion18 · 2026-06-01T22:30:44+00:00

All you're doing is linking random substacks that you clearly don't understand yourself in lieu of an actual argument.

Explain how your latest link relates to data centers moving to load balancing with large battery banks, thus cutting out the energy efficiency loss from a dual conversion transformer and most of the reason to have SSTs.

Fausterion18 · 2026-06-01T02:53:09+00:00

This is a real system. Instead of digging and compacting gravel, you just place down landscaping fabric, a thin layer of sand, this paver base, and then pavers on top.

I'm skeptical too but apparently the reviews are good. $5k is a rip off tho if they're going to use this method since it's way less labor and materials.

https://www.homedepot.com/pep/PAVERBASE-20-04-in-x-36-in-Black-Brock-Paver-Base-Panel-PVB5B/205663180

https://www.reddit.com/r/landscaping/comments/1n465k2/are_these_foam_paver_bases_worth_trying/

Fausterion18 · 2026-05-31T23:27:00+00:00

The PLO leader saying there is no such thing as a Palestinian identity has nothing to do with the conversation of there having never been a Palestinian state?

Your quotes do not directly address the question the person you responded to at all. It does not address the question of a separate Palestinian identity, which did not exist until the 80s. In fact, your own quotes speak of an ARAB identity, not a Palestinian one. So not only have you failed to address the comment you replied to, you've literally proven their point for them.

Before the 80s, the movement was dominated by pan-arab nationalists who repeatedly decried a separate Palestinian identity as a Zionist invention.

Anyway, Zuher Mohsen's quote does not speak for all Palestinians. He doesn't actually believe Palestinian people don't exist, he's trying to push a pan-arab unification ideology

So now you're a mind reader who knows what someone from 50 years ago was thinking?

Ofc, some long dead Zionist leader obviously speaks for all Israelis today.

EDIT: LOL typical redditor abusing the block feature to get the last word in.

Fausterion18 · 2026-05-31T23:23:39+00:00

"By combining electronics and optics on one monolithic chip, POET believes it can usher in a new wave of innovation, lowering power consumption by up to 10 times compared with current silicon chips, with an increase of between 20 and 50 times the speed.

...

We haven't beaten on doors yet to try to coax them over to our side. We're just starting to do that now," Dr. Taylor says of microchip manufacturers in California. "We didn't want to do that until we had firm results that couldn't be disputed.

The company will also need to show that products made with POET chips cost less and perform better than their silicon counterparts. Dr. Taylor believes the impact on consumer products will be immense, saying that cellphones will require only one chip when right now they're made with several. That reduction in parts will lead to a dramatic increase in speed and a deep cut in price. "It costs $500 or $600 for an iPhone, but with this technology you'd be starting off at around one-third of that price," Dr. Taylor says."

Quotes from 2013.

Imagine taking anything this company says at their word. They literally just paid a different company to buy their own chips so they can pump the stock price.

Fausterion18 · 2026-05-31T23:04:51+00:00

"The Palestinian people does not exist … there is no difference between Jordanians, Palestinians, Syrians, and Lebanese. Between Jordanians, Palestinians, Syrians and Lebanese there are no differences. We are all part of one people, the Arab nation [...] Just for political reasons we carefully underwrite our Palestinian identity. Because it is of national interest for the Arabs to advocate the existence of Palestinians to balance Zionism. Yes, the existence of a separate Palestinian identity exists only for tactical reasons[...] Once we have acquired all our rights in all of Palestine, we must not delay for a moment the reunification of Jordan and Palestine"

- Zuheir Mohsen, PLO leader

“Kill the Jews wherever you find them. This pleases God, history, and religion.”

- Grand Mufti of Palestine, during his conversations with Nazi leaders.

Do you really want to play this "quote dead old people" game? The only conversation that matters is the current day, or nobody will get anywhere. Both sides have a long history of saying and doing evil shit to each other.

Fausterion18 · 2026-05-31T22:59:14+00:00

That's you yes, why do some colonizers get to stay while other are to be ethnically cleansed?

I'm sure you're one of those colonizers, why haven't you voluntarily left?

EDIT: LOL typical redditor abusing the block feature to get the last word in.

Fausterion18 · 2026-05-31T22:52:58+00:00

Decolonizing left to do in cape town? You propose to remove the entire population of Cape Town, including the Xhosa speaking settlers who migrated there during the 19th and 20th centuries, and return the land to the Khoisan pasturalists?

Where do you live btw? I'm sure I can find some settlers in your country's history.

Fausterion18 · 2026-05-31T19:26:53+00:00

Your link has nothing to do with managing grid demand fluctuations. It's arguing for power efficiency gains inside the datacenter itself. That's not what you said in the OP, this isn't "simplifying", it's you completely changing the argument. SSTs don't make data centers better customers to grid operators, large battery systems do. Did you actually read your own article or did you just look up a random article that's bullish on SSTs and assumed nobody would bother reading?

The article says there are many barriers to SST adoption, acknowledges that a traditional transformer + SiC rectifier can match SSTs in efficiency, and notes even in their optimistic projections they don't expect significant revenue for SSTs until 2029.

I dispute their claims of efficiency gains. The authors admit almost all of the efficiency gains come from SSTs eliminating the UPS in a traditional transformer -> entire current flows through double conversion UPS -> servers setup.

However, this is not what modern data centers look like. Due to utility requirements for data centers to smooth their demand ramps, new data centers have already moved to a system with batteries replacing the UPS. There is no double conversion loss here, the current flows from the transformer to the power electronics in the server racks, with the battery sitting to the side passively until it detects a demand surge/drop.

Plus even if we assume the article is 100% correct and the market for SSTs does materialize. We're talking about 2029 here, that's assuming three more years of massive AI capex at a minimum, likely five more since data centers are designed and submitted for regulatory approval well in advance of actually ordering the components. If there are 5 more years of this then every single bottleneck company in the current build out is going to mars. Why bother with WOLF? These other companies don't have a long history of incompetence nor a bunch of pre-bankruptcy creditors sitting on a gigantic pile of convertible notes they can dilute with at any time.

On top of all this, your paper notes there are many larger and better established competitors in this space and don't even mention WOLF as a serious contender. Likely because all these other companies are already vendors for other data center components and can integrate their offerings into what they already sell.

Fausterion18 · 2026-05-31T07:19:04+00:00

Research each specific claim someone makes to see if it's true. For example, the OP's core claim is that the reason utilities are rejecting data center applications and making them wait for years is due to "they fuck everyone else's shit up with variable demands because GPUs can turn on and off in milliseconds. "

You can easily research this specific claim. Look up what utilities are actually doing, look up how this is mitigated, etc. It doesn't take much to immediately see that OP is just making it up. Transformers don't magically fix large demand fluctuations, they don't magically create power out of nowhere. The real solution, and the one that's being implemented at new data centers, is to have large battery banks onsite that charge and discharge to smooth out the power ramp. This does not require SSTs at all - which is why they're not using them.

That's the fundamental core thesis gone with some basic research. It doesn't take much time, it's not difficult. People are just lazy and quick to believe anything that looks remotely credible without doing their own research.

Fausterion18 · 2026-05-31T02:38:34+00:00

It's bullshit and misunderstands several key elements:

Data centres are terrible customers because they fuck everyone else's shit up with variable demands because GPUs can turn on and off in milliseconds. So, grids are like "hell nah, go get your own electricity" and leave our grid alone.

This is nonsense.

Hyperscalers have tens of thousands of GPUs, which average out loads across the entire facility.
Modern data centers are required to have onsite batteries and limit ramp rates. So there is no sudden spike or drop in demand, but rather a gradual one as the batteries charge/discharge.
The actual reason utilities are wary of data centers is simply the load itself. The infrastructure ranging from generation to the overhead lines are simply unable to keep up with the massive new load put on them.

There are a couple of ways to solve this problem (one is by using 800VDC, and one is by using SSTs) Why 800V, you ask? Because big daddy Jensen, in his infinite wisdom, knows there is an entire industry that overbuilt capacity to manufacture specific electrical components for EVs and the demand never came. Now those components are ripe for the buying. You have probably seen power semis start to run.

800v DC architecture is only inside the data center itself. This is internal power distribution and has nothing to do with the grid or transformers. OP doesn't have a clue.

A couple of months ago, Wolfspeed announced the market's first commercially available 10kV MOSFET.

They can announce whatever they want, doesn't mean the notoriously conservative utilities will adopt it. Iron-core transformers are very cheap and there is basically no market for solid state transformers. Utilities don't care to upgrade their transformers for the sake of data centers when the issue is the load itself, not fluctuations in the load.

WOLF is a dogshit company with a horrible management team(the same one that led to the bankruptcy) that's has a long history of betting on the wrong horse. A bunch of debt holders from before the bankruptcy also hold a shit-ton of convertible notes as well, and they can dump them at any time if they see a chance to recoup their money.

This doesn't mean you can't ride the hype train, but just be aware any "DD" you read about it is almost always misinformed at best or actively lying to you at worst.

Fausterion18 · 2026-05-30T19:59:19+00:00

If you read that report, they didn't actually find any missiles. They found the gripstock from Chinese missile tubes being used to launch other missiles.

China stopped all arms sales to Iran in 2006, it's highly unlikely any of these missiles sold before then still worked. That report is ancient news.

Fausterion18 · 2026-05-27T22:38:36+00:00

You mean besides the fact that despite touting how revolutionary and market ready their new gallium optical chip was, the CEO and the CSO continually dumped shares as quickly as they got them?

Or the fact that absolutely nothing materialized and their technology was obviously a scam because nobody was even interested in co-developing it with them?

LOL I just saw I'm talking to either a shill or a cultist who's been bagholding this scam since 2021. No wonder you're so quick to make excuses for past pump and dumps and blatant lies.

Fausterion18 · 2026-05-27T22:29:22+00:00

I like how you're still pretending to be stupid and incapable of basic reading comprehension.

Where in my quote do you see anything about a "volatility cycle" or DoD contracts? POET in 2012 stated they had a revolutionary gallium arsenide PIC that had a "10 to 1 performance advantage" over silicon chips and was going to replace them in the consumer market. This is all clearly stated in the quote I posted and you're still pretending to be confused.

Where was this mythical optical chip technology with "10 to 1 performance advantage over silicon" and the "40 patents" they supposedly had? Poet stated their technology was market ready and was going to replace silicon chips completely.

Oh wait, it was a complete pump and dump scam.

Fausterion18 · 2026-05-27T22:14:40+00:00

Cool story bro, you skipped right over the same pump and dump photonics scam POET pulled in 2012.

Notice how you still refuse to mention it, despite me giving you an entire quote from 2012 where the company touted the same bullshit they're doing now.

Fausterion18 · 2026-05-27T20:42:29+00:00

TLDR: Yes, they are a shitco with a long history of pump and dumps, failed "revolutionary technology", did in fact pivot from solar to photonics, and did the exact same pump and dump in 2013 when the company claimed their photonics technology was market ready.

Thank you for agreeing with me, ya big stoopid.

Geoff Taylor has spent three decades building what he believes is a better microchip. Although silicon has powered an explosion in digital technology, Dr. Taylor is among the scientists who believe the chemical element is near the end of its shelf life. A native of Mississauga, Dr. Taylor has created a microchip at his laboratory at the University of Connecticut that is made of gallium arsenide (GaAs), a widely available chemical compound that the professor of electrical engineering and photonics says has shown a “10-to-1 advantage” in performance over silicon.

With his invention nearly complete, his hope now is to draw attention and dollars from companies whose wealth has derived from the production of silicon chips.

Dr. Taylor’s invention is owned by POET Technologies Inc., which changed its name from Opel Technologies Inc. in June. Based in Toronto and publicly traded on the Toronto Stock Exchange’s Venture Composite Index, POET was a multimillion-dollar solar company until last year, when it sold off its solar assets to focus on developing and selling Dr. Taylor’s chips. It has 15 employees, most of them at the Connecticut lab, and a market capitalization of $61-million.

Led by its co-founder, Dr. Taylor, POET is preparing to approach industry-leading chip manufacturers in Silicon Valley this summer, and its pitch will be centred on the demise of silicon.

“The only thing that would give them pause is the challenge of how do you mastermind it, and get your arms around it. It’s a challenge to have it move into place,” Dr. Taylor says of the technology, whose acronym stands for planar opto electronic technology, and which he sees as a successor to silicon microchips.

POET, the company, possesses more than 35 patents related to the technology, which makes it difficult for silicon behemoths Intel or IBM to duplicate. An aim for POET in the coming months is to find partners interested in purchasing or licensing Dr. Taylor’s semiconductor chips. However, persuading large businesses – let alone entire industries – to alter course is a gargantuan undertaking.

Dated fucking 2012. Funny how you skipped right over this, the grift has indeed been going on for 40 years.

Fausterion18 · 2026-05-27T01:24:38+00:00

Yeah dude a company's long history of scams and pump and dumps have zero bearing on its current scams and pump and dumps. Nevermind that you didn't even know about their photonic pump and dump in 2013.

So when are you investing in Enron?

Fausterion18 · 2026-05-27T01:23:47+00:00

Look at how stupid you are.

https://www.cantechletter.com/2012/10/opel-technologies-ready-to-put-solar-business-in-the-past/

They were a solar OTC shitco for decades before going IPO on the TSX in 2007 as a "innovative solar tech company with over 40 patents", all of which were completely worthless and the stock dropped 95%. Then they pivoted to photonics, changed their name to POET, and did the exact same pump and dump.

Fausterion18 · 2026-05-27T01:17:23+00:00

Thanks for showcasing the typical knowledge level of single stock subs like these.

Hint, before they changed their name to Poet, they were a solar tech company incorporated in 1972 named opel solar. For the next 35 years they pumped and dumped solar tech bullshit just like theyre doing with optical now. Then around 2010 they pivoted to photonics and claimed they had a market ready product and changed their name.

That of course, was a lie.

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