$MOD 0.52 Developing

Notable posts

• @StockSavvyShay bullish 707 eng

  Morgan Stanley sees data center power demand growing ~9x to nearly 79 GW by 2029. At ~$25M of annual compute revenue per MW, that implies up to $2T of compute revenue and makes entire power stack a picks and shovels opportunity for the AI buildout: • Grid equipment: $GEV, $FPS, $HUBB • Busway & liquid cooling: $VRT, $ETN • Battery storage: $EOSE, $TSLA, $FLNC • Cooling & CDUs: $VRT, $TT, $MOD, $JCI, $NVT • Energized sites: $IREN, $CIFR, $CORZ, $APLD, $WULF

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• @StockSavvyShay bullish 421 eng

  Bernstein shows data center modularization shifting more value toward power and cooling rewarding companies that can industrialize AI buildout while making already energized sites even scarcer: • Grid equipment: $GEV, $FPS, $HUBB • Busway & liquid cooling: $VRT, $ETN • Battery storage: $EOSE, $TSLA, $FLNC • Cooling & CDUs: $VRT, $TT, $MOD, $JCI, $NVT • Energized sites: $IREN, $CIFR, $CORZ, $APLD, $WULF

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• @StockSavvyShay bullish 295 eng

  AI is creating one of the largest new electricity loads in decades and now its also becoming the intelligence layer needed to operate energy system supporting it. U.S. AI-in-energy market is expected to reach ~$42B by 2035 which is ~13x today as grid modernization, energy security and rising power complexity force utilities and data centers to automate more of the system. That creates opportunities across the entire power stack: Generation & Onsite Power • $CEG maximizing output & uptime across nuclear generation as AI drives baseload demand higher • $VST monetizing rising electricity demand while optimizing generation & dispatch across its fleet • $BE deploying behind-the-meter fuel cells that let AI data centers add reliable onsite power without waiting years for grid upgrades • $NEE combining large-scale generation, renewables & storage with one of the biggest development pipelines serving future load growth Grid Intelligence & Utility AI • $ITRI pushing intelligence directly to grid edge through smart meters, distributed intelligence & real-time utility data • $GEV using GridOS & digital infrastructure to make an increasingly complex electric grid easier to forecast and operate • $PLTR turning fragmented utility, generation & asset data into real-time operating decisions Storage, Demand Response & Grid Flexibility • $EOSE building long-duration storage that can shift electricity across hours as AI increases value of dispatchable power • $FLNC combining grid-scale batteries with software that determines when & where storage should dispatch • $TSLA using Autobidder to optimize Megapack fleets & electricity-market participation • $TE expanding into battery & energy infrastructure as AI data centers create new demand for behind-the-meter power systems Data Center Energy Management • $VRT optimizing the power & cooling path from grid all the way to increasingly dense AI racks • $MOD supplying precision cooling as higher rack densities make thermal management a larger part of AI infrastructure spend • $ON supplying the power semiconductors that improve conversion efficiency as AI data centers transition toward higher-voltage architectures

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• @korkmazali08 bearish 170 eng

  Düşüş biraz daha derinleşirse ne alırım ? 👇👇 $DELL $TSM $MRVL $MU $DRAM $AVGO $NBIS $CRWV $MOD

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• @Venu_7_ bullish 353 eng

  Elon says 15GW of AI compute produced in 2027 may not be able to come online that same year. The constraint isn’t just power generation. Transformers, switchgear, grid interconnections, wiring and cooling all need to scale. Companies positioned across that buildout: Generation: $GEV $BE $VST $CEG Electrical/Grid: $ETN $POWL $HUBB $FPS Build: $PWR $FIX $EME Cooling/Power: $VRT $NVT $MOD AI infrastructure is expanding beyond chips into the physical infrastructure required to power them.

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• @wallstengine bullish 74 eng

  Hunterbrook on $MOD: "Google is the unnamed hyperscaler behind Modline's new $4B agreement." https://t.co/3NPDZTqUBR

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