Elon's TeraFab news came out on March 21. Then 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 positioning itself for real AI infrastructure execution.
$Intel(INTC)$ , $SpaceX(SPCX)$ , and $Tesla Motors(TSLA)$ all point to the same thing: massive compute needs, massive power requirements, and massive fab demand.
Right on cue, $Rum Group Inc(RUM)$ puts a legitimate $Intel(INTC)$ data center executive into the CFO seat while Quake AI starts looking like the real infrastructure play.
Media on the surface, Quake AI infrastructure underneath. That's the story the market is still underpricing.
$Rum Group Inc(RUM)$ Group isn't just participating in the AI race; it's preparing for it.
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