I guess no one told them how good they had it with flexible load #bitcoin miners and what n+1 redundancy entails. Hey @ERCOT_ISO let me know if you are hiring numbers crunchers time to make some changes #Bitcoinmining#hpc#AI#ERCOT
How mathematically impossible is the energy math behind the data center rollout? Just Texas alone is facing 474GW of interconnection requests (ERCOT), of which 90% is data centers. Which is why gov Abbott froze rollout of new data centers in Texas.
For context, ERCOT all-time peak demand record is 91.1GW on July 22, 2026, with normal demand between 40 and 80GW.
Of course, that's peak. In a more realistic scenario, Morgan Stanley sees the entire US short about 80-100GW through 2030, or a deficit of about 100 nuclear power plants.
Most people don't realize how big of a growth wave we are currently experiencing.
So far, with 88% of S&P 500 companies reporting earnings, the index has posted +50.4% growth in earnings year-over-year.
To put this into perspective, the already astronomical expectation of +23.1% growth has been more than doubled.
This will mark the 2nd consecutive quarter of earnings growth above +25% and the 7th consecutive quarter of double-digit earnings growth for the S&P 500.
The last time growth was this strong was in Q2 2021 as the US economy emerged from the pandemic and $4+ trillion in stimulus was handed out.
We are arguably in the midst of the biggest technological revolution in US history.
The data is absolutely insane.
Verified. Unreal. I took $intc, $avgo, $nvda and the $spcx ER lotto this man just delivered me the 4 piece with the biscuit today. Ty sir. LEGEND $spx $qqq $spy
-Spain condemns Israel
-Netanyahu says “Spain will pay the ultimate price.”
-Spain is flooded with thousands of Moroccan migrants
-Israel congratulates Morocco for the first time ever on social media
@NimaYamini So forget about genocide war crimes illegal occupation etc your issue is that they didn't choose you to be the mascot for the baby killing pedophile nation lmao you fucking cocksucker. Go to hell
Today we're sharing all seven roadmaps — exclusively for our Discord members and private chat subscribers. 🗺️
If you've been following along with the GEX levels and want to go deeper, this is what the community is built for:
📚 Education first. Every alert comes with the reason behind the move. The goal isn't to hand you trades — it's to teach you how to find your own setups, read the structure, and understand why price moves where it does.
🤝 Real community. A group of traders who look out for each other, share ideas, and help each other grow. No noise. No ego. Just people getting better together.
📊 What's inside:
Daily GEX roadmaps across all seven maps before the open
Private chat with real-time level updates
Dedicated futures channel
Weekly classes covering the KELTS system
A community focused on making you a better trader — not dependent on alerts
The goal is simple: by the time you've been here a month, you should be reading these maps yourself.
We're brand new and growing. To celebrate that, we're offering a free two-week trial — no commitment, just come see if it's the right fit.
Keltner Channels:
The Keltner Channel is a technical indicator used by traders to identify potential price breakouts or reversals in the market. By using volatility-based bands around an asset’s price, it helps traders make informed buy or sell decisions. The Keltner channels are calculated on multiple timeframes.
Key points in a Keltner Channel (the custom kelts have more to them)
Middle Line: A period Exponential Moving Average (EMA).,
Upper Band: Typically set two times the ATR above the EMA.,
Lower Band: Typically set two times the ATR below the EMA.,
Each line works as Support/Resistance as the stock price moves. A stock price must hold/break each line to move to the next line.
FST Custom Keltner Channels:
The FST Custom Kelter Channels encompase the points above, with additional equations added from years of fine tuning by the very talented author, @Tracks. From @Tracks "There are several strategies that use them to trade. The idea was to expand on the work done by Linda Raschke, who expanded on the work done by Chester Keltner. The calculations were modified for smoother movement, zones were used to highlight the top and bottom areas when looking for support and resistance. Finally, they were updated for multi-timeframe trading, allowing us to pull higher timeframe data and display it in the current chart timeframe. This allows for a more granular assessment of price movement around these areas."
https://t.co/7KPCVL3FL5
A follow-up thought…
Most people still view AI as a product.
A chatbot.
A coding assistant.
An image generator.
That’s the surface.
The real story is what happens when AI becomes infrastructure.
The internet created websites.
AI will create autonomous systems.
Every company will eventually have some version of:
• AI employees
• AI customer support
• AI analysts
• AI designers
• AI researchers
• AI copilots inside every workflow
That changes cost structures.
Margins.
Hiring.
Product velocity.
Competition.
This is why the capex spend from hyperscalers matters.
They’re not spending tens of billions for a trend.
They’re laying digital railroads.
The winners may not just be the obvious names.
It’s the chips.
The data centers.
The power infrastructure.
The networking layer.
The software layer built on top.
AI is less “next app.”
More “next operating system.”
And we’re still early.
$NVDA $MSFT $AMD $AVGO $SMCI $AAPL $GOOGL $AMZN $SMH $DELL