$Te Surging power demand will drive a massive market response, and the only technologies ready to deploy at scale today are solar and storage
Nuclear and SMRs are still years from meaningful contribution, gas turbines face supply and permitting delays, but solar + batteries can be built in months, not decades
Costs keep crashing, deployment keeps accelerating, and pairing solar with storage is already delivering reliable, around the clock power. Solar is going to dominate the coming energy boom because it’s the fastest, cheapest, and most scalable option we have right now. The sun is rising on the new power era☀️
@gpaisa7 It's been a tough hold for sure. But still very bullish the stock and the company. I wouldn't be surprised if there is another huge investment that comes in like VW and that will be the catalyst along with R2
@DrEliDavid Do you think we are going to refuel our SPR with oil from Iran? The oil from our SPR was not sold and Trump does not need to buy oil. Keeping the straight in chaos is good for American oil
Well maybe too many people just latch onto the first news piece that is released. Somehow a left wing news media somehow got insider info from the Pentagon. 🤔
@BaringFutures I think we squeeze going into August and pull back most of it going into Sept-Oct. Then fed cuts in Oct for the primaries and we rip into next year. Tuesday I will be picking up SPY 780 for August. NFA.
Is @realDonaldTrump and @WhiteHouse aware that this market is absolute dog shit and $SPX closed red every day of the week for the first time in over a year.
I’m tired to elevating my blood pressure trading 0DTE to manage this bullshit
The vix keeps crushing because there is no underlying problem. This is a mechanical sell off for end of quarter. The vix keeps closing under the July contract and stays in contango. If the vix flips to backwardation and holds then watch out. Tuesday close will tell us everything
@JoshYoung Why would anyone sell the oil/energy stocks. I can't wait for earnings, and as long as oil can stay above 70 they should raise forward guidance