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@TheBenSchmark "Im once again asking cold storage analysts to report supply growth in cubic feet given that old facilities used to be XX ft high & new facilities are over XX ft. Total % volume of capacity coming online lot higher than suggested. $COLD & $LINE pricing may be pressured"
@TheBenSchmark on X 2025-07-11 19:48:05 UTC 5561 followers, 1170 engagements

"Bloom Energy is mooning on a silly deal with Oracle and you are short $EQT anon Dont forget the fundamental equation"
@TheBenSchmark on X 2025-07-24 19:09:26 UTC 5560 followers, 1003 engagements

"Nasdaq-listed $ACMR announces that their listed Shanghai sub is approved to offer XX% of shares for gross proceeds of $625m (38% of the $ACMR market cap). They currently own XX% of a USD $XXXX bn entity while sporting a market cap of $1.65bn"
@TheBenSchmark on X 2025-06-30 21:54:53 UTC 5560 followers, 5964 engagements

"The solstice is arriving on $CC which will make the comps cooler ❄"
@TheBenSchmark on X 2025-07-23 18:29:04 UTC 5561 followers, XXX engagements

"DeepMind will soon be able to show proof of this fundamental equation: AI=Compute=Power=Gas = $EQT"
@TheBenSchmark on X 2025-07-21 18:10:24 UTC 5560 followers, 2666 engagements

"Mizuho: $EQT still offers XX% NAV upside and is one of the go-to stocks for gas exposure. Fundamental upside torque to gas and deleveraging aside EQT should get most of the Gas E&P for datacenter flows given liquidity and story"
@TheBenSchmark on X 2025-07-15 16:47:34 UTC 5561 followers, 4307 engagements

"JPM no longer hot on $COLD and finds Lineage to be below its $LINE Still no explicit mention on oversupply and pricing pressures"
@TheBenSchmark on X 2025-06-24 20:51:35 UTC 5561 followers, 2480 engagements

"Bernstein updates its China domestic substitution numbers 1) while total China WFE may be declining self-sufficiency is accelerating 2) mature-node spend continues & needs to stay high $ACMR AMEC & Naura benefit. Latter should buy ACM Shanghai & create WFE platform IMHO"
@TheBenSchmark on X 2025-02-14 18:13:51 UTC 5560 followers, 1675 engagements

"Barclays on $EQT: What if the prize all along was about increasing the M2 local hub relative to benchmark pricing $65MM of annual cash flow uplift for every $0.10/Mcf move in local basis 25/26 discretionary cash flow increases 5%/4%; 25/26 organic FCF increasing 11%/7%"
@TheBenSchmark on X 2025-07-23 19:27:25 UTC 5560 followers, XXX engagements

"Kinda funny to see Wells pick $C as #1 $XXX in TBV that could be worth $150/sh. Notes that Citi didnt stub its toe and excelled during periods of volatility. (Also surprisingly like SocGen $GLE). Two ROTCE transformations with numbers going up and multiples that can expand"
@TheBenSchmark on X 2025-07-23 13:46:18 UTC 5559 followers, XXX engagements

"Low-cost TiO2 producer & refrigerant manufacturer Chemours $CC being touted as a AI datacenter liquid cooling winner. And the new management team seems to have jumped on this train on the last call as Honeywell plans to spinout the refrigerants business (Soldtice) ❄🧊"
@TheBenSchmark on X 2025-07-18 14:21:29 UTC 5561 followers, 2180 engagements

"DB sets a new $LINE for Lineage estimates. Customer de-stocking Pricing pressure in both segments negative impact of tariffs reduced estimates potential further de-rating Perhaps this will lead to investor de-stocking of $LINE & $COLD"
@TheBenSchmark on X 2025-06-30 12:04:39 UTC 5560 followers, 2229 engagements

"Since the Switch acquisition was announced Digital Bridge $DBRG has severely underperformed the datacenters and the alternative asset managers. Marc Ganzi was said to be an animal. Which animal"
@TheBenSchmark on X 2025-07-26 17:57:50 UTC 5561 followers, 1510 engagements

"Yes demand data points continue to be weak for $COLD & $LINE but just like in the alcohol names not enough focus on the capacity and -new supply situation. A double-whammy that had Lineage pricing go negative"
@TheBenSchmark on X 2025-07-21 18:41:02 UTC 5561 followers, XXX engagements