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r/valueinvestingr/valueinvesting· u/BeefGuese· 1d agoDiscussion 0

Data Centres

Investor summaryNeutral

Author speculates on water and hydrogen investments driven by data center energy needs and asks about the SpaceX IPO.

AWKPLUGAI 电力 / 核能
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Data Centres consume massive amounts of water. Thus, making California Water Service Group a really safe, and valuable investment.

But what about Hydrogen energy?

Data Centres run on electricity too. Should they run on coal? Of course not.

What if Data Centres ran on hydrogen energy? If they did, would that make Plug Power Inc. a safe, and valuable, long term investment?

Just to address the elephant in the room… is anyone else excited for the Space X IPO launch? 🚀 🐘

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