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JP van Essche @JPvanEssche on x XXX followers
Created: 2025-07-28 18:18:30 UTC
Hyperscaling AI $MSFT $AMZN $GOOGL $META $ORCL $CRWV $NBIS $APLD
Electrical Equipment $ETN $VRT $POWL $SBGSY $GEV
Data Center Real Estate $DLR $EQIX $DBRG $BX $KKR $APO
Utilities $NEE $CEG $TLN $NRG
Nuclear $SMR $OKLO $NNE $BWXT
XXX engagements
