rick

T2 · manager / operator

SemiAnalysis data center permitting and construction expert; tracked 1M+ US sites for power/warehouse availability, turbine supply, and labor bottlenecks.

2 calls·2 names·50% bull·last heard 2 days ago·SemiAnalysis

track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company

1stmedium conviction

$CRUSOECrusoe

Crusoe best modular builder but Elon uses 3x less labor

Crusoe achieves best-in-class modular data center construction but SpaceX's Colossus 2 used ~3,000 workers/GW vs Crusoe's ~9,000, via Chinese prefabrication.

SemiAnalysis2026-08→

2ndlow conviction

$TSLATesla

Tesla batteries provide redundancy for SpaceX data centers

Tesla's battery supply enables SpaceX to reduce redundancy requirements and build faster, supporting unconventional data center designs.

SemiAnalysis2026-08→

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recurring themes

2 total

$CRUSOE

Crusoe

MEDrick·SemiAnalysis·2 days ago

Crusoe best modular builder but Elon uses 3x less labor

Crusoe achieves best-in-class modular data center construction but SpaceX's Colossus 2 used ~3,000 workers/GW vs Crusoe's ~9,000, via Chinese prefabrication.

"Cruso for example. They're amazing at what they do and yet somehow Elon needs 3x less people than them, right?"

19:29

$TSLA

···

Tesla

LOWrick·SemiAnalysis·2 days ago

Tesla batteries provide redundancy for SpaceX data centers

Tesla's battery supply enables SpaceX to reduce redundancy requirements and build faster, supporting unconventional data center designs.

"and they bring a lot of batteries from Tesla as well which helps on the redundancy"

25:17