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First To Get Paid

$GETPAID1STDDavid S.

About First To Get Paid

Thesis: the real bottleneck is land, regulatory approval, and especially power. All the GPUs, CPUs, CPOs, etc. in the world won’t amount to anything if they can’t actually build the data centers. That’s the brick wall the entire AI boom is running head first into. Once the hyperscalers realize that, guess who gets paid first?

About the Creator

American living abroad and trying to grow my nest egg. I consume an extraordinary amount of data and analysis to generate my investments. Join me and we can see around corners together.

Activity

Total Rebalances1
Last RebalanceJun 18, 2026

Posts by Creator

Changes:BE +9.8%CAT +8.6%GEV +8.1%ETN +8.1%IRM +7.7%

$GETPAID1ST Selling the colocaters and adding the pure power sources to get closer to the true power bottleneck.