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“if Leopold is in fact taking a position in T1 Energy, that sort of leads me to think that there's a little bit of a shorter timeline … it's not all just sort of a hope and a dream that there will be s”
@TBPN
AI power crunch pulls forward US solar demand; smart money into T1 Energy signals a shorter timeline.
TELONG@ $6.66
$4.22-36.57%
since call May 18
peak +6.3%
37:24SHORT
“Opposition to data centers is spreading in regions led by both Democrats and Republicans … Officials in states across the country are starting to have second thoughts about data centers.”
@TBPN
Spreading data center moratoriums delay new-build capacity, squeezing buildout-dependent AI cloud pricing-takers.
CRWVSHORT@ $99.89
$71.94+27.98%
since call May 18
peak +39.0%
87:31SHORT
“it's really fundamentally different than what the developer of, let's say, 3 years used to do before these agents showed up.”
@TBPN
AI coding and agents collapse software seat counts; per-seat SaaS like ServiceNow re-rates as the seat-to-spend link snaps.
NOWSHORT@ $102.39
$110.03-7.46%
since call May 18
peak +10.7%
108:50LONG
“there's no capacity left basically till 2028 … getting more performance out of chips is the only way to actually grow your revenue”
@TBPN
AI memory is sold out into 2028; the makers that own the scarce HBM capture the scarcity rent and re-rate.
DRAMLONG@ $49.71
$51.04+2.67%
since call May 18
peak +24.8%
TIMESTAMPS
16:14
37:24
87:31
108:50