AurelienWindenberger

Lead Designer for Solar and Battery design and installation firm. Love all things energy related. Value Investor and Futurist.
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[AurelienWindenberger @awindenberger]

https://t.co/oyfnGD0cpS

This was one of @hkuppy best thoughts.

Inflation = increased demand for materials/goods/services

Everyone benefits aside from investors as their asset valuations go down. But in the long they too benefit.

[AurelienWindenberger @awindenberger]

@JoshYoung I think $SPCX is extremely overvalued right now, but I also wouldn't bet against Elon. This is a situation where its better just to sit out.

[AurelienWindenberger @awindenberger]

When you’re trying to scale up as quickly as these guys are doing, it’s not surprising that cash flow might go negative in the near term. The real question will be whether future cash flows can increase quickly enough. Obviously you don’t believe it to be the case, and I tend to agree with you, but the revenue growth is certainly promising for them for the time being.

[AurelienWindenberger @awindenberger]

@farnamjake1 @farnamjake1 I think you meant the opposite for this:
Cost ≥ Price ≥ Value

[AurelienWindenberger @awindenberger]

@JohnFMauldin As Andrew Yang says, we simply need to start taxing AI usage, and lowering taxes on humans. That will lower the cost of hiring humans and generate significant growing tax revenues as AI and Robots start doing huge amounts of work.

[AurelienWindenberger @awindenberger]

@KatusaResearch 50M Americans own $2 worth of bitcoin they got free from opening a Robinhood account.

[AurelienWindenberger @awindenberger]

@friso_alenus @AllVentured Thanks for highlighting $DQ. It had run too much for me to want to get into it anymore last summer/fall.

[AurelienWindenberger @awindenberger]

@AlexEpstein @SEIA Alex, why not simply enjoy the sun when it is shining, and use the gas grid when its needed. Having the competition keeps prices lower, allows us to polute less, and allows our reserves to last much longer.

[AurelienWindenberger @awindenberger]

@AlexEpstein When you combine solar and wind with storage in the midwestern US, then you actually end up with a pretty solid overall coverage, although it’s still nice to have natgas backup.

[AurelienWindenberger @awindenberger]

@SlopeOfHope It’s fun seeing you bullish something😁

[AurelienWindenberger @awindenberger]

@danban__ @BATMongoose Its nice to see a final decision here, disappointing that the market was clearly expecting increased damages to be awarded. Hopefully the funds get transferred over quickly and they use a decent chunk to buyback shares.

[AurelienWindenberger @awindenberger]

@joshyoung @VolteFaceInvest Fully agree with you on this. As long as there is enough pipeline capacity, the Nate gas producers will have no problems ramping up production quickly if they can make $4 to 5 MCF

[AurelienWindenberger @awindenberger]

I would argue that the biggest overlooked benefit is simplicity. Sticking to one partner is not optimal for extending one’s bloodline, but if you find the right partner life is much more meaningful, enjoyable, and less stressful (you don’t need to spend a ton of energy juggling multiple people)

[AurelienWindenberger @awindenberger]

@VitoSmeato @SteaknShake @CrackerBarrel This is completely false. Biglari simply wanted CBRL to focus on their existing restaurants instead of building new ones and trying new concepts. He was proven correct on those points.

[AurelienWindenberger @awindenberger]

@calvinfroedge There might have been some accounting games played, but it seems pretty normal that inventory would expand as revenue expands. $19B Inventory/$57M sales is about 1 month's worth, which is actually less than the similar calculation for Q4 2024.
I wouldn't pay 40x earnings though.

[AurelienWindenberger @awindenberger]

@curious_founder Given that Datacenters currently make up about 4-5% of total grid electric usage, the 10 to 1 spread in increased grid spending vs datacenter spending doesn't seem quite as crazy.

[AurelienWindenberger @awindenberger]

@calvinfroedge What makes no sense about this is that it’s not like their balance sheet can’t handle this debt right now.

[AurelienWindenberger @awindenberger]

@grok @K0D_4 @ferrellcode @ClintKey7 @XaviercMiller What about considering second order effects of higher bus ridership due to them being free. Could the resulting decrease in overall traffic reduce congestion and thus lead to less time wasted in traffic and higher GDP?

[AurelienWindenberger @awindenberger]

@PietroVentani @BurggrabenH As Pietro noted, this issue can be solved with more grid scale storage, as well as updating inverters to newer ones that have the ability to modify their behaviors to help the grid when needed.

[AurelienWindenberger @awindenberger]

@franchisewolf Unit growth is significantly higher (7.2%) than Sales (4.9%), so clearly existing units are seeing reduced sales and the growth is simply coming from expanding a smaller base than most of those other chains you compared them to.