Jun. 15 at 6:32 PM
$EROC If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart outlines a brutal 2.5-to-3-yr backlog for power transformers and GSUs. You can buy the land and all the
$NVDA GPUs you want, but if your medium-voltage switchgear is delayed 144 wks, your data center is just dark, stranded compute.
This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a nice chunk at
$15.90 on Fri (well below the June 10 IPO of
$21.50 )
EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will gladly pay a premium to turn the lights on today rather than waiting 3 yrs for the local utility. IMO, the market is handing us a gift rn, b/c the retail crowd looks at tickers while the smart money looks at the physical layer. Plan on adding a few more down at these levels. Giddy up.
