Jeff Davies, the Energy OG
@EnergyCredit1
Followers
38K
Following
35K
Media
7K
Statuses
50K
EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇
Houston, TX
Joined September 2015
I've been sharing my thoughts on energy & the ongoing energy transition for years now. But I think it's time to tell my story. For 20 years, I covered & invested in the energy sector, spanning credit, public and private equities and across all energy subsectors. 1/.
22
11
41
This just in. The more money you can spend at a similar ROIC the better. Also. Shale acreage that can hold ten 8 mil wells is worth more than same acre where you drill ten 800k wells. If you are in growth industry seeing a ROIC you want to invest in the companies that.
I've come to realize that AI capex spend is directly proportional to stock prices. The more you spend on AI capex.The higher your stock price rises.
3
0
4
Moron alert.
Dear Commissioner @HesterPeirce, . We live in the era of #blockchain technology and Artificial Intelligence, which i believe you have been closely following. You may already know my views on dark pools, HFTs, FINRA and the OTC, especially with all the latest cross-border
4
0
12
RT @Jukanlosreve: SK hynix President: AI memory market to grow at an average annual rate of 30% through 2030.
0
15
0
I’ll take money and have professional investing experience. My AI focused portfolio beating them YTD . Shameless he doesn’t own $NBIS.
"Leopold Aschenbrenner . 23-year-old with no professional investing experience quickly raised more money for a hedge fund . Situational Awareness, now manages more than $1.5 billion"
3
0
4
$APP.
All countries available, except for EU, UK & China. From what I hear only about 30+ advertisers will gain first access to this. Similar to how AppLovin launched in Black Friday last year in the US, this is going to be EPIC!. Launch date supposely early Sept.
3
0
6
Generate videos in just a few seconds. Try Grok Imagine, free for a limited time.
8
7
29
$PSIX EBITDA was +60% y/y.They are expanding mftg capacity, so growth should continue.15x this year EBITDA not really a stretched valuation given growth and expected continued growth . "The Company is focused on leading the business through a growth phase with a stronger balance.
Unpopular stance and could age like milk, but I’ve exited my $PSIX position for now, locking in 154% profits. Q2 looks excellent on the surface with 138% EPS growth, but that includes a one-time $29.2M tax benefit. Strip that out and EPS was basically flat YoY at $0.95. At a.
6
0
11
RT @XWorldCuisines: The craziest sandwich experience in Bronx at G&R Deli. From trying the viral ice cream sandwich cones to sandwiches whi….
0
131
0
$APP. Bullish. - "Based on all the opportunity in front of us in our core market, we are confident we can sustain 20% to 30% year-over-year growth driven by just gaming. However, what gets us more excited now than ever in our history before is the opportunity to really expand.
4
3
36
pffft i've got all these returns beat with AI concentrated investing.
An AI influencer with no previous professional investing experience tried his hand at stock picking last year and now his firm, Situational Awareness, manages more than $1.5 billion
2
0
1
- $NBIS is gettiing customers from NVDA Lepton who then switch to their software. Roman Chernin. Yes. Thank you. I think that now -- actually, it was from the launch of Lepton Marketplace. We are one of the largest partner of NVIDIA there. And we see that it generates quite a.
0
0
2
- lots of value in Clickhouse, Toloka, AVride. Yes, I'm happy to kind of catch up on this. I mean I think that, as we talked about -- first of all, I would maybe just touch briefestly on sort of 2 significant equity stakes. So Toloka, which you saw this quarter, actually, we were.
1
0
1
- looking for Toloka like deal for AVride. we're very excited about Avride as a company and its future, taking into consideration what's going on in this industry this year. On the future of Avride corporate structure, as we spoke many times before, we see a structure something.
1
1
1
- will need to raise cash but will be prudent. Sure, Neil. Well, we are in advanced discussions for a couple of new greenfield sites, each one able to deliver hundreds of megawatts of power in 2026, and we sure will announce hopefully soon about that. Regarding the why.
1
0
1
- 20% lower cost to build than market average when greenfield. Sure, Neil. Well, we are in advanced discussions for a couple of new greenfield sites, each one able to deliver hundreds of megawatts of power in 2026, and we sure will announce hopefully soon about that. Regarding.
1
0
1
- 2 to 3 yr breakevens which they expect to shorten through software and services. Certainly. Look, when we price our GPUs, we aim for healthy margins on a per hour compute basis. For the hopper generation, we expect to break even in roughly 2 to 3 years on a gross profit level.
1
1
1
- potential for hyperscaler or frontier lab wins. As we said in our Q1 earnings call, our base case calls for several billion dollars of revenue in the midterm, which means in the next few years. Our base case also assumes that we grow our capacity to support this type of revenue.
1
0
1
- mainting the revenue guide is actually an increase because they lost toloka (~60mil) due to deconsolidation. or our core business revenue, we are maintaining our guidance of $400 million to $600 million. 4/.
1
0
1
- gaining enterprise wins. In addition, we made big enhancements to our software cloud platform, obviously, to support our expanding capacity and to meet the demand of those large-scale clusters. Also, we continue to significantly expand our customer base. We started to gain real.
1
1
1
- close to signing deals for two greenfield sites (catalysts).- securing 1GW by YE26. More -- some more color on capacity front, and I see this as one of the most important updates of this call. We are aggressively ramping up. By the end of this year, we expect to have secured.
1
1
1