Meltem Demirors|Apr 30, 2025 15:40
1/ dinner topic this week: data center electrification
one trade for the year
- Huawei (private)
- US renewables / NEE
- nat gas (2x) / EQT
- u-308 yellowcake stockpile
- deep sea mining / TMC
- Bitcoin miner WULF
- electrical infra - schneider SU.FP
- levered short MSTR
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