Jul. 14 at 10:08 AM
Macro events brought us down yesterday, but ask yourself if your thesis has changed. Morgan Stanley’s chart shows hyperscalers (GOOGL, AMZN, MSFT, META + others) ramping ’27/’28 capex ~9-10% to
$1.2T–
$1.4T. AI power demand is exploding. This is huge for:
$IREN $CIFR $WULF $KEEL and
$SLNH — all scaling renewable/clean-powered data centers & HPC capacity forhyperscalers. Low-cost power + fast deployment gives them the edge. Positioned for growth as Big Tech spends big. Power is the asset. 🔋💸