Jan. 8 at 3:44 PM
$APLX Contracted load doubling isn’t a vibes-based metric. 21.4 GW to 40.2 GW means serious customers signed up. That forces the entire ecosystem: upgrades, procurement, and alternatives. Alternatives are where margins can be fat because they’re purchased under stress. Stress purchases are the best purchases — they happen fast and they repeat 😤⚡🚀