NEW: Venture Global and Atlantic-SEE announce expansion of 20-year LNG Sales and Purchase Agreement, doubling the quantity of US LNG to be supplied by Venture Global to Greece & expanding our existing partnership to bolster Central and Eastern European energy security.
https://t.co/PNFTUbPCtI
Twitter experts who criticized Mike Sabel’s “lack of excitement” on latest @SullyCNBC interview can’t distinguish between boring/unenthusiastic and calm/confident.
I’d act the same way the week before for announcing a $3 Bn Cons. Adj. EBITDA guide raise.
$VG $LNG $NEXT
I was optimistic last year that M7 deals would come, but I didn’t see this coming. $NVDA investment track record is 🤌🏼 and Jensen just let us know his floor price is $70.
$IREN
🚨 JUST IN:
$IREN and NVIDIA announced a strategic partnership to accelerate the deployment of up to 5 GW of AI infrastructure.
NVIDIA has a five-year right to purchase up to 30M shares of $IREN at $70 per share, a potential investment of up to $2.1B.
Congrats bulls!
Venture Global CEO Mike Sabel joined @PowerLunch with @SullyCNBC on the sidelines of the 2026 Milken Conference to discuss the state of the global LNG market.
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Venture Global Files FERC Application for Plaquemines Expansion Project
This bolt-on expansion will be built incrementally adding over 30 mtpa in peak production capacity, bringing the total peak production capacity across Plaquemines to over 58 mtpa $VG https://t.co/kLGgWc2xlm
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“Venture Global, considered a low-cost supplier, is charging $2.30 per million British thermal unit (mmBtu) for liquefaction in new contracts. The fee is higher than the $1.75 per mmBtu it charged for LNG out of Calcasieu Pass when that facility first contracted sales, two people with knowledge of its pricing told Reuters.”
Robinhood Markets has just released financial results for the third quarter of 2025.
Check out the highlights from @vladtenev below, and catch our earnings call live at: https://t.co/pFOYygGBa9