“they've been able to book out until 2030 with price. So they're be able to GEV. They've been raising... it's that long tail the business.”
Data centers are scrambling for power, allowing GE Vernova to lock in natural gas turbine orders through 2030 with a $176B backlog and total pricing power.
“20% of their operating income comes from the energy business and it's... growing over 30% a year on the top line... the robo taxi will accelerate. Um and specifically in Texas we'll see that happen fi”
Tesla's grid battery business is quietly printing over 30% annual revenue growth while its camera-only robotaxi fleet accelerates rollout across Texas.
“we cover MP materials uh which is rare earth. They own the largest mine in the US. Uh and then they're making a magnet facility. The first one is sold out to GM and to Apple. Uh they're building anoth”
MP Materials is building a $1.25B Texas plant to expand magnet capacity by 2.5x, supplying data center cooling motors to break China's 90 percent grip.
“if the tariff situation went the way the company wants... I think there's $100 upside on it. There's a lot of leverage. Every penny ASP is $2 in earnings about... if everything came out right that it ”
Strict new tariffs on Chinese solar panels will unfreeze First Solar's order book and rocket earnings to $18 per share, unlocking $100 of upside.
“I'm more confident in Riven's brand and being the you know the first follower of Tesla in the United States. Uh they're moving to their next generation vehicle which will get down to you know uh kind ”
Rivian shatters Tesla's market saturation with the upcoming $45,000 R2 SUV serving as the first truly compelling alternative to the ubiquitous Model Y.