$CEPL, $BE. I am still a bull and still here. Nothing has changed in the thesis for any of these companies. Good things take time, if you are looking for instant gratification these two companies will not give you that, so move on.
$BE. Read and understand what is fundamentally happening in the value of time to power in AI. Overlooking this is quite literally the next Alpha upside leg of this cycle. Don't get distracted.
$CEPL connected to my post yesterday in a potential +20% move today in $CEPL, in pre-market we have $EROC +11%, $FLNC +9.7%, $GEV +4.75%, $CAT +3.3%, $FTAI +6%, $SEI +4.75%, and crypto power $WULF, $CIFR, $CLSK, $IREN, $HUT all up in pre-market too. $CEPL has low volumes, so it
$BE. I just want to point out that if this is true (@dwarkesh_sp's take below) the trade-off value (cost of not bringing things online fast) of AI Power is quite literally going to gap higher. This means the value prop of $BE is going to gap higher. $BE has become the standard AI
$CEPL moves on a lag to $BE, tomorrow could be +20% day for $CEPL. Same lag existed from last Friday -14% $BE day, we saw the hit in $CEPL on Monday at similar magnitude. Lets see if all these correlations stand.
