Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️

I talk about batteries and clean energy a lot.

Personally managing alpha to Valhalla.

Internet rando. Not financial advice. 🌊

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@mylordcod @thejefflutz @KalshiPolitics Sorry, should have said yesterday. Dyslexia strikes again.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@mylordcod @thejefflutz @KalshiPolitics Yes. Like taxes due on April 15, must be postmarked by election day.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@Scaramucci Stack BTC as a hedge against inflation, he said.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@thejefflutz @KalshiPolitics People can drop their mail in ballot in the mail up to today. It will take a few days to receive and count the procrastinators, of which there are many.

[Sandeep Anand @SanCompounding]

🚨 Leopold fund went All-in on Neoclouds for same reason !!

“Compute through 2027 is sold out.” — OpenAI CFO confirmed on @theallinpod

“If you do not have compute, you do not have revenue.”
OpenAI is passing on opportunities RIGHT NOW because of the shortage.

📝Market prices AI infrastructure on a 2-year horizon.
OpenAI buys on 6 year conjecture 📈
Where she feels most SHORT: 2030, 2031, 2032.

⛔️A single GW-scale data center = $50B + 3 years to build.

The plays ?

The named proxies: $ORCL $CRWV $NVDA

But the real constraint? Power and land.
The neocloud stack I’m watching:
🔲 $CRWV — $99B backlog, OpenAI + Meta locked in, take-or-pay contracts
🔲 $NBIS — AI-native cloud, NVIDIA partnership, 5GW target by 2030
🔲 $IREN — Direct NVIDIA cloud-services contract, DSX partnership
🔲 $APLD — Power + campus execution play, CoreWeave as anchor tenant
🔲 $ORCL — Hyperscaler with long-dated AI contracts

The market is still pricing this on a 2-year lens.
The CFO of the most compute-hungry company on earth is buying on a 6-year lens.
💵 That gap is the trade !!

[Christi Givens @ChristiGivens3]

CIA officer arrested with gold bars worked on Pentagon’s nuclear sub program. Deputy Defense Secretary Steve Feinberg asked that the officer work as a liaison to the Pentagon for the spy agency, sources told NBC News?

https://t.co/SlaEyOQ9Au

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@gurgavin I remember when Bill Clinton's State of the Union had last year's speech entered into the teleprompter. He had to wing the whole thing.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

Sounds like more simple cycle / aeroderivative turbines + BESS in west Texas.

[Small Cap Snipa @SmallCapSnipa]

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀

“Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$CRWD down 10% after double beat. Tough crowd today.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$TE

T1 Energy's Russell Gold spoke on a forum with Google's Sheldon Kimber on How AI is Accelerating Clean Energy Project Development. Seem relevant.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@jlawrence12345 Everyone's fault but your own. I get it.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$EOSE

All shareholder proposals passed in the annual meeting of stockholders.

Update your spreadsheets for 800M fully diluted shares. Onto the next chapter.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@bobtimusprime True. And the last convertibles can’t convert until the SP is above $21 for a period of time.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@jlawrence12345 You haven’t kept your story straight on this.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@jlawrence12345 To this day you could sell for a handsome profit. You are addicted to whining.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$EOSE

Slow and steady, surfing the 12 and 26 day MAs.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@ArkkoJaakko @nebulafold It will fund Eos' participation in FPUSA.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

Supporting the next phase of growth:

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$EOSE

Looks pretty linear to me. JNTG Group would appear to just be sending them felt at maximum production capacity.

[🔋William Grassman🔋 @GrassmanWilliam]

$EOSE 🚨 FELT DELIVERED 🚨

21,477 KG
21,310 KG

TOTAL FELT DELIVERED ON 6/2/2026

42,787 KG

@FreemyerGreg
@philroberts

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

@DesignClimate @nav7634 Once today's vote is certified, I suspect they will issue the prospectus for FPUSA.