Jan. 18 at 6:20 PM
$IREN $CIFR $WULF $BITF $CLSK GE Vernova is sold out of turbines through 2028 and is taking orders for 2029. The power deficit has become so massive that the U.S. is allocating
$525M for coal-fired power plants. These funds are now being used just to keep the grid operational.
The clear winners are those who already hold secured contracts and infrastructure. These companies are effectively becoming owners of the most scarce resource on the planet.
