@aleabitoreddit Demand is so crazy that we are rejecting million dollar orders because we can’t meet delivery timelines. Many datacenter projects if delayed often require LD’s and now we have the balls to reject big orders. Bottom line yes, these power companies can easily go up 40-50% this year
@aleabitoreddit I work at one of the power companies on your list and I can confirm that the datacenter demand has created a backlog of 1.5 to 2 years. Demand for the 800Vdc rack, cooling, SST, battery backups etc is thru the roof. My company stock has doubled in a yr and it’s going higher!
@ThierryBorgeat We are still in an environment with high yields, strong USD and high price of oil. So gold still isn’t done going down yet. You are going to be shocked to learn that 2026 is going to be a dead year for gold. And it has another 10-20% downside. We still haven’t seen capitulation
@ThierryBorgeat You’re not wrong but you’re still early to publish this article. Everyone and their mother are calling for gold to hit $6k or $10k. If it were that simple, we would already be there. It’s the same rational where many were calling for bitcoin to hit $1M.
@JPATrades Man watching you for a while, never take your trades but I hope you will sit down and evaluate how you trade! You’re one trade from getting wiped out. Look at the history of JLoc. I am still rooting for you.