Jason Moser
๐ค SpeakerAppearances Over Time
Podcast Appearances
There's a ton of sunlight out there.
I think I'm going to take this a couple of different ways.
One, I know that we've got a lot of folks in our Foolish universe who like First Solar.
First Solar, I think, is a compelling idea.
It does not come without risks.
I think the solar space in general is just really, really difficult.
Again, I think
Ultimately, it's just too great of a resource to pass up on.
But then the flip side of that, too, is, I'm going to go back to Amazon, what Jeff Bezos was talking about a few months ago.
With data centers in space, Travis, and the beauty of having the data
center in space is just unlimited power because you're up there with the sun.
Now, who actually is providing the generation there, I guess, remains to be seen.
Maybe First Solar will be a part of that.
Probably it will be another company that has yet to even start.
But I think it just makes you think of things through the appropriate time lens.
If you can conceptualize data centers in space, then I think you can sort of conceptualize the idea that absolutely renewals are going to be the way.
We'll connect after the show.
You're a little younger than I am, so maybe if we partner up, you can be there to watch and succeed eventually.
Jason?
I agree with Lou on the immovable object.