On March 21, Elon's Terafab news hit. On March 26, $Rum Group Inc(RUM)$ brought in Mike Masci, a 20-year $Intel(INTC)$ data center veteran, as CFO.
That timing doesn't look random. It looks like a company getting positioned for real AI infrastructure execution.
$Intel(INTC)$ , $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$ all seem to point toward the same theme: massive compute, massive power, massive fab demand.
Right on cue, $Rum Group Inc(RUM)$ put a legit $Intel(INTC)$ data center executive into the CFO seat while Quake AI starts becoming a real infra play.
Media on the surface, AI infra underneath. That's the part of the story the market still seems to be underpricing.
$Rum Group Inc(RUM)$ isn't just preparing for the AI race. It's participating in it.
52-week high: $10.54
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