Call · @traderjohnny_ · unranked
@traderjohnny_
@traderjohnny_ · Sat, Aug 15
TraderJohnny@TraderJohnny_After doing some more research this morning, $EROC might be my highest-conviction play right now. It’s effectively a bet on time-to-power becoming economically valuable as AI data centers face growing power constraints.20d agoview on X ↗media on X
After doing some more research this morning, $EROC might be my highest-conviction play right now. It’s effectively a bet on time-to-power becoming economically valuable as AI data centers face growing power constraints.
tweeted Sat, Aug 15 · counted from Mon, Aug 17 close
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Long EROC · High confidence
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