Https://drive.google.com/file/d/1jNc6G5TYdoxGLlGTB5SyupCercWdhUSj/view?usp=sharing
A huge spread 1.6c to 3c reflects the mood. Pleased that people are no longer selling at silly prices.
It won't be long before Kala's news creates a CBM (TLOU gold) rush for shares and the current buyers table is obliterated, or, if the news is bad, both books collapse.
I cannot see why the Jan/Feb trial won't be replicated by the new permanent kit after the test kit success. And TLOU merely have to reconnect as before.
They have had a few months to improve gas flows and the flares continue to burn so you'd think they will be as good as they were in the trial or maybe better. I am still half expecting Kala to want our TX lines to Serowe fairly soon.
Having played with Excel Power Query , which can drag data in from all over the web and treat it as if it is one source, AI data centres look to be much the same. Companies with multiple applications on different hardware in various parts of their organisation, towns, counties, countries, continents, will replace the web pages , and AI will replace Power Query.
Are the customers and Kala in a position to do that NOW? I very much doubt it. I imagine Customers will be specifying a wish list of files/records/platforms they wish to merge. And Kala will have to provide interfaces to them all from possibly different architectures.
Most likely there will be separate modules/apps/whatever for each platform which will be used universally by every data centre that requires it.
Then each data centre will need their own m/a/w to pull the data from the various platforms into one. Sounds mouthwatering - I'd have loved to have been involved with this when I was in my prime.
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