BKR
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Dylan Patel 1mo ago
LONG1mo ago
“BTM will power well over half of new US datacenters in 2028+, and the Total Addressable Market (TAM) for DC BTM equipment to cross 50GW/ year by 2029”Dylan Patel
Baker Hughes wins BTM datacenter gas equipment orders as 50GW+/yr TAM emerges and hyperscalers bypass the grid with onsite gas generation at massive scale
BKRLONG@ $57.86
$61.20+5.77%
since call Jun 25
peak +9.4%