@aznpr7de · Long VST · The Analysts

Hardware is pretty much useless without available power. A few of my favorite AI power picks, ranked by the bottleneck level: 1. #VST - most unsigned, already-built nuclear + gas capacity 2. #SEI - SpaceX proxy, speed-to-power, modular gas, BTM, avoids the queue 3. #TLN -

Christopher L@Aznpr7de

Interesting read. @SemiAnalysis_ and @dylan522p are confirming my broader #BTM energy thesis. AI infra is hitting the next bottleneck: deliverable power. #IPP is Tier 1 because it owns scarce, immediately available power: existing generation, real sites, interconnection, and

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Since the call—

#52 of 176 rankedThe analyst's rank today

High · 0.98Confidence

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