ICLN
3 tracked calls · 3 long · 0 short · last 90d: 1L/0S
first called by Dwarkesh Podcast 2y ago
LONG2mo ago
“as clean generation becomes the cheapest source, it wins the new build … The buildout this paper describes is the same buildout that pushes emissions down.”The Ascent · happyprofit
Clean generation wins the new build on cost, so own the solar/wind/storage buildout
ICLNLONG@ $23.47
$17.36-26.05%
since call May 30
LONG3mo ago
“The energy transition is real and it's not going to be like the switch from coal to oil. That's a layup... we're not going from oil to something else.”Forward Guidance · Jacob Shapiro
Energy goes deflationary by 2030-35 as oil gives way to wind, solar, geothermal, nuclear
ICLNLONG@ $18.03
$17.36-3.72%
since call Apr 7
peak +8.5%
LONG2y ago
“a lot of people have sort of made these climate commitments. They're not just government, it's actually the private companies themselves, right? The…”Dwarkesh Podcast
AI power demand crashes into climate pledges, so utility-scale solar, batteries and SMRs see a deregulatory megaproject push
ICLNLONG@ $14.78
$17.36+17.40%
since call Jun 4
peak +28.4%