Investor Brad Gerstner said the buildout could represent about 25% of new U.S. computing capacity and require roughly $400 billion in infrastructure funding.
The proposed fund would seek downside protection and limit gains in separate monthly tranches. Staggered start dates mean the portfolio would have no single protection
Mike McGlone calls Bitcoin’s recovery a bear-market bounce, maintaining his $10,000 downside view as weak relative returns and potential Fed tightening weigh on his assessment.
Two Thursday readings showed declines over different rolling 24-hour periods, while an Oct. 20 chart setup tied its higher levels to DOT holding above $1.08.
Muehlbauer will supply assembly equipment for a planned 100-megawatt-hour line, with cell production targeted for 2028 and markets including AI data centers, aerospace and defense.
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