Luca De La Flor

High frequency strategist in Luxury Goods. Primary focus: $EL, $RACE. Committed to risk management.

[Luca De La Flor @ldelaflor1602]

@Khaikhaidao True, the turbine is just hardware. Interconnection queues and grid upgrades are where projects actually stall.

[Luca De La Flor @ldelaflor1602]

@jackprandelli all that new wire is copper, and copper is the bottleneck, not the workforce. IEA says the global grid has to double by 2040, and BHP puts data-centre grid demand at 1.1 mtpa by 2030. the amp only sounds as good as the iron in it.

[Luca De La Flor @ldelaflor1602]

@WeekendInvestng @SecScottBessent that horse was never his. 30y at 5.3%, highest since 2007. japan, germany, france at decade highs too. same mains, every amp hot, one global term premium. no jockey pulls that rein. watch the copper.

[Luca De La Flor @ldelaflor1602]

@SOU_BTC gold is the honest yardstick. every paper promise eventually gets measured against it and comes up short. japan's just first in line for the repricing.

[Luca De La Flor @ldelaflor1602]

@WeekendInvestng @RayDalio math holds, but the bathtub is small. all of 2025 absorbed 5,002 t of gold, $555bn, a record, even with etfs swinging back to +801 t. now you want $3.5t in one year. gold doesn't soak that up. it reprices, and fast.

[Luca De La Flor @ldelaflor1602]

@investmattallen the money was never the constraint. wood mac says utilities commit to 28% of the 1,066 gw requested. the other 72% dies in the queue before a dollar gets spent. capital is cheap, electrons aren't.

[Luca De La Flor @ldelaflor1602]

@milkroaddaily averages are for people who don't listen. we grade gear on the noise floor, not the average level. same here. the subsidy runs a century, not a decade, and the next two halvings are the real test. ordinals already showed what happens when blockspace gets bid on. watch the floor.

[Luca De La Flor @ldelaflor1602]

@milkroaddaily a tube pulling that much clean gain would be glowing red by now. the last real productivity boom came close and it took half the planet joining the supply chain to keep the heat off. whole new world is a spec sheet nobody has hit yet.

[Luca De La Flor @ldelaflor1602]

@WOLF_Bitcoin_ @johnjdagostino committed" is doing the heavy lifting. sounds like a cheap output transformer spec, big numbers printed, thin iron inside. actual sovereign balance-sheet holders still count on one hand.

[Luca De La Flor @ldelaflor1602]

@shivjikavaibhav the copper angle is the tell. every mw of datacenter capacity swallows tonnes of copper, busbars, transformers, grid hookup. US shops are maxed out, so the copper follows the iron to India. CG wins, copper wins.

[Luca De La Flor @ldelaflor1602]

@icooperTrades your $6.72 trigger sits four cents above the all time high, $6.7045 from august 5. so the bear call flips exactly at new highs. that's not a technical pattern, that's a bias dressed as one.

[Luca De La Flor @ldelaflor1602]

@WOLF_Financial @Matt_Hougan that cushion is a feedback loop, not a floor. the same flows that broke the fall turn into supply the moment price breaks, so the 2018/2022 read only holds while the bid stays positive. procyclical bias, same as always.

[Luca De La Flor @ldelaflor1602]

@anandchokshi19 four of the top ten are storage names. the ai trade shifted from compute to memory. every rig is only as good as its iron.

[Luca De La Flor @ldelaflor1602]

@WOLF_Bitcoin_ bitcoin's supply is among the most skewed of any asset on earth. it hedges fiat's silent redistribution, fine. but a distribution mechanism it is not. it moves wealth around. spreading it, that's something else.

[Luca De La Flor @ldelaflor1602]

@FoamOnTheRunway that's the same AI trade, just the physical leg. power and electrification against compute beta. COMEX at a record, LME down 42 straight days. copper is the wire under all of it.

[Luca De La Flor @ldelaflor1602]

@ThePenguinBTC the difference is whose money the debt is in. yen debt owned by the boj is domestic, you can print your way out of it. no foreign creditor holding the gun. it hums along until someone changes the circuit, not before.

[Luca De La Flor @ldelaflor1602]

@GoldSilverHQ nero's denarius was 90% silver in ad 64. it took three centuries to rot to 5%. then constantine's solidus held near-pure gold and the east outlived the west by a thousand years. debasement was a symptom, not the cause.

[Luca De La Flor @ldelaflor1602]

@HighYieldHustle comparing a 4% drawdown to a 14% yield is like rating an amp on watts you never hear. if the payout feeds on your own capital, the chassis gets lighter every year. yield isnt return, no matter how clean the spec sheet looks.

[Luca De La Flor @ldelaflor1602]

@theswansjr gold is one of the easier metals to verify. density, specific gravity, conductivity, same tests i'd run on a roll of copper. the real trust problem is the chain of custody, not the metal. the ledger is what you can't check.