SeanBanan
Nov 5, 11:56 PM
$VG
A large % of market would have given their left 🥜 to have been in VG through recent carnage. Some big AI names are -50%+ in a month and funds are liquidating.
Today was about the broader market. We are in the voting machine phase of the market (no pun intended), and in time it becomes the weighing machine phase. VG is heavy, and a great business as LNG only. With fewer friendly places to build data centers their optional 10GW+ island mode is going to be worth an absolute fortune. Wells suggests the first 2 GW are worth
$5 to the price per share, so you can imagine the upside when AI roars back. And AI is going nowhere - it is a matter of national security, and creates jobs like a MOFO. Like Peter Lynch, I liked VG at X, and I LOVE IT at any discount to X. Energy/Electricity is the bottleneck and there will be plenty of talk about this soon enough 🇺🇸
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