Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. 310@310value.com 310value.substack.com
Joined January 2017
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2,298 Photos and videos
3:10 Value retweeted
Boomer PMs are always in group meeting acting like you’re some naive young whippersnapper who can’t cut through the bs, but then they literally ask questions like “who’s your auditor”
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Jun 12
$WBI up on reports that its added to a midstream ETF. I wonder if it will get a similar bump when added to a waste ETF or when $wm or $wcn buys it.
$gfl is in process of buying the WaterBridge of Canada with their acquisition of $ses.to. Shouldn't be too long before the waste haulers expand their existing presence in the Permian Basin.
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Jun 12
If only there was a part of the country with cheap nat gas and a bunch of waste water….$lb, $wbi, $erok, $tpl.
BREAKING: Amazon data centers used 2.5 billion gallons of water in 2025
Community note
Amazon's data centers withdrew 2.5 billion gallons of water in 2025, down 2% from 2024 despite expansion, or less than 0.1% of annual U.S. landscape irrigation. aboutamazon.com/news/sustainab…
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Jun 11
What $gfl is buying with its acquisition of $ses.to, as per the Canadian Competition Tribunal.
From: open.substack.com/pub/310val…
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3:10 Value retweeted
¡Vemos por primera vez la torre de Jesucristo iluminada!
El espectáculo de luz iniciado desde la base hasta la iluminación de la cruz ha culminado con una composición de luces guiadas por drones, que han dibujado la figura de Gaudí y la frase «primero el amor, después la técnica».
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3:10 Value retweeted
Jun 10
Interesting article on Brookfields investments in AI infrastructure. $BN $BAM
financialpost.com/investing/…
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3:10 Value retweeted
Justin Jenkins initiated coverage on $EROK with focus on its strategically located footprint across the Delaware/Midland basins, resilient cash flows, strategic partnerships and acreage that provides optionality on data centers, power infrastructure, etc.
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Jun 5
Illinois Gov. JB Pritzker To Suspend Tax Breaks Offered To Data Centres – NBC
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3:10 Value retweeted
Added 72 stock write-ups (pt 1):
@DavidDiranko (Monday Monitor) - $ABCA.PA, $ITH.L, $VAR.OL, $ANY.BD, $GPP.WA
@310Value - $EDR.MC
@Petty__Cash - $HOH.V
@uv_shares - $BAIN.PA
@9onecapital - $VENUSREM.NS (overview)
@LukeWolgram - $7734.T (update)
@dcurras1 - $HEI (earnings)
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3:10 Value retweeted
Jun 2
$USLM AI infrastructure. Spent time going through the construction docs, soil data and steel filings.
The documents tell a slightly different story from the one going around. Full write-up👇
open.substack.com/pub/colube…
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Jun 2
April Fool’s Day was two months ago - unfortunately.
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May 30
Friends: for your weekend reading enjoyment. Please find my recent article on eDreams ($edr.mc) below.
open.substack.com/pub/310val…
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Jun 1
$lb PowerBridge bring on a Chief Revenue Officer to drive revenue for Gigawatt-Scaled Power AI Campuses. You don't hire people for your health. One day closer to a definitive deal with a hyperscaler.
finance.yahoo.com/sectors/te…
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