# ![@SobkoYaroslav Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1323445710851899393.png) @SobkoYaroslav Captain YAR

Captain YAR posts on X about ai, $vst, meta, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1323445710851899393/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1323445710851899393/c:line/m:interactions.svg)

- [--] Week [---] -70%
- [--] Month [------] +33%
- [--] Months [------] +75%
- [--] Year [------] -79%

### Mentions: [--] [#](/creator/twitter::1323445710851899393/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1323445710851899393/c:line/m:posts_active.svg)

- [--] Week [--] +29%
- [--] Month [--] +91%
- [--] Months [---] +292%
- [--] Year [---] -15%

### Followers: [-----] [#](/creator/twitter::1323445710851899393/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1323445710851899393/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +0.13%
- [--] Months [-----] +9.90%
- [--] Year [-----] +21%

### CreatorRank: [---------] [#](/creator/twitter::1323445710851899393/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1323445710851899393/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42% [finance](/list/finance)  34% [technology brands](/list/technology-brands)  25% [countries](/list/countries)  10% [cryptocurrencies](/list/cryptocurrencies)  6% [automotive brands](/list/automotive-brands)  3% [social networks](/list/social-networks)  1% [formula 1](/list/formula-1)  1%

**Social topic influence**
[ai](/topic/ai) 22%, [$vst](/topic/$vst) #18, [meta](/topic/meta) 11%, [money](/topic/money) 11%, [data](/topic/data) #329, [dividend](/topic/dividend) 9%, [$nvda](/topic/$nvda) 8%, [cash flow](/topic/cash-flow) 7%, [flow](/topic/flow) 7%, [$oklo](/topic/$oklo) 6%

**Top accounts mentioned or mentioned by**
[@beehiiv](/creator/undefined) [@dwriteway](/creator/undefined) [@ameetrai](/creator/undefined) [@scarfacetrades](/creator/undefined) [@thejustinwelsh](/creator/undefined) [@itskierandrew](/creator/undefined) [@chrisjourno](/creator/undefined) [@theraymyers](/creator/undefined) [@newsomenuggets](/creator/undefined) [@ryandetrick](/creator/undefined) [@theshortbear](/creator/undefined) [@boxtradervk](/creator/undefined) [@visualizevalue](/creator/undefined) [@unusualwhales](/creator/undefined) [@rebelliomarkets](/creator/undefined) [@rebelliomarket](/creator/undefined) [@theequilibrium](/creator/undefined) [@realjgbanks](/creator/undefined) [@tradingcomposur](/creator/undefined) [@andrewnfx](/creator/undefined)

**Top assets mentioned**
[Vistra, Corp. (VST)](/topic/$vst) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oklo Inc. (OKLO)](/topic/$oklo) [Constellation Energy Corp (CEG)](/topic/$ceg) [NextEra Energy Inc (NEE)](/topic/$nee) [Exelon Corporation (EXC)](/topic/$exc) [Microsoft Corp. (MSFT)](/topic/microsoft) [American Electric Power Company Inc (AEP)](/topic/$aep) [Duke Energy Corp (DUK)](/topic/$duk) [FirstEnergy Corp. (FE)](/topic/$fe) [PPL Corp (PPL)](/topic/$ppl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PG&E, Corp. (PCG)](/topic/$pcg) [Tesla, Inc. (TSLA)](/topic/$tsla) [Convex Finance (CVX)](/topic/$cvx) [Coca-Cola Co (KO)](/topic/$ko) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Enbridge, Inc (ENB)](/topic/$enb) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Exxon Mobil (XOM)](/topic/$xom) [Micron Technology, Inc. (MU)](/topic/$mu) [Apple, Inc. (AAPL)](/topic/$aapl) [Procter & Gamble (PG)](/topic/$pg) [Johnson & Johnson (JNJ)](/topic/$jnj) [STAG INDUSTRIAL, INC. (STAG)](/topic/$stag) [Energy Transfer, LP. (ET)](/topic/$et) [Brookfield Asset Management Inc (BAM)](/topic/$bam)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Meta just locked over [--] GW of nuclear power. That's enough electricity for [--] million homes. Three suppliers: $VST $OKLO TerraPower. All long term contracts. All for AI data centers. One company's compute demand = three utilities' contracted revenue for decades"  
[X Link](https://x.com/SobkoYaroslav/status/2014703056294682956)  2026-01-23T14:13Z [----] followers, [---] engagements


"AI doesn't mean your electric bill covers the full cost. Big data centers are now funding most of the new power and grid build. Generators lock [--] year contracts with them: $VST $CEG. Grid operators earn connecting it all: $AEP. Tech needs electricity. Utilities get paid for decades. https://twitter.com/i/web/status/2015778900605903140 https://twitter.com/i/web/status/2015778900605903140"  
[X Link](https://x.com/SobkoYaroslav/status/2015778900605903140)  2026-01-26T13:28Z [----] followers, [---] engagements


"AI data centers don't just need electricity. They need natural gas to generate that electricity. Energy Transfer ($ET) just locked [--] billion cubic feet per day of pipeline capacity to data centers and power plants. 10+ year contracts backing a $5.5 billion capex program. When everyone focuses on the power smart investors follow the gas. $ET: 8%+ yield 1.8x distribution coverage. https://twitter.com/i/web/status/2016499374197481492 https://twitter.com/i/web/status/2016499374197481492"  
[X Link](https://x.com/SobkoYaroslav/status/2016499374197481492)  2026-01-28T13:11Z [----] followers, [---] engagements


"Meta's total nuclear commitment: [---] GW. Here's the breakdown: [---] GW operational now (Vistra $VST existing plants) [---] MW uprates at [--] facilities [---] GW future capacity (8 new reactors via Oklo TerraPower) That's power for [--] million homes. Locked through the 2030s. Tech locks decades of baseload power. Utilities earn decades of contracted revenue. https://twitter.com/i/web/status/2016525169448431791 https://twitter.com/i/web/status/2016525169448431791"  
[X Link](https://x.com/SobkoYaroslav/status/2016525169448431791)  2026-01-28T14:54Z [----] followers, [---] engagements


"High yield doesn't mean safe dividend. Look for these [--] signs: $O: 5.5% yield [---] increases monthly payments $NEE: [--] year streak 70% payout ratio $AEP: 12% recent raise $DUK: 3.5% yield + 5% growth Yield + growth + track record = income you can trust. Graham: Check the numbers before chasing the yield. https://twitter.com/i/web/status/2016898233398620671 https://twitter.com/i/web/status/2016898233398620671"  
[X Link](https://x.com/SobkoYaroslav/status/2016898233398620671)  2026-01-29T15:36Z [----] followers, [--] engagements


"Where do utilities make the most money Building transmission for data centers. PJM just gave them $5 billion to do it. Approved Dec [----]. Already under construction. $D (Dominion): Virginia data center corridor 3.8% yield $FE (FirstEnergy): Ohio/Pennsylvania 4.1% yield $EXC (Exelon): Illinois/Maryland 3.5% yield $PPL: Pennsylvania 3.2% yield $NEE (NextEra): Multiple states 2.7% yield 30-40 year asset life. Rate-based. Customer pays via electric bills. Since approval: Meta locked [---] GW. Google expanding. Microsoft building. They all need wires to deliver that power. More $5B packages coming."  
[X Link](https://x.com/SobkoYaroslav/status/2018661915141013826)  2026-02-03T12:24Z [----] followers, [---] engagements


"Next week: the AI infrastructure landscape is shifting. 1/3 of data centers will run on 100% onsite power by [----]. Why - Utilities [--] years behind demand - Interconnection queues 5-8 years - Regulators forcing self-generation Ireland requires it. Texas allows emergency disconnect. This changes everything for infrastructure investors. More tomorrow. https://twitter.com/i/web/status/2020503131109634331 https://twitter.com/i/web/status/2020503131109634331"  
[X Link](https://x.com/SobkoYaroslav/status/2020503131109634331)  2026-02-08T14:21Z [----] followers, [--] engagements


"@ScarfaceTrades_ impulse trades always look smart for five minutes"  
[X Link](https://x.com/SobkoYaroslav/status/2020871426165616759)  2026-02-09T14:44Z [----] followers, [--] engagements


"This week in infrastructure: - PJM: $5B transmission approved 30-40 year assets - Brookfield: $128B allocated across sectors - Meta: [---] GW nuclear powering AI - Pattern: Long-term contracts short-term hype Everyone chasing tech earnings. Smart money collecting infrastructure dividends. $D $FE $EXC $PPL $NEE $BIP $VST $CEG https://twitter.com/i/web/status/2019765017630122404 https://twitter.com/i/web/status/2019765017630122404"  
[X Link](https://x.com/anyuser/status/2019765017630122404)  2026-02-06T13:28Z [----] followers, [--] engagements


"Small Modular Reactors are built for this moment. Traditional nuclear: 10-15 years to build multi-billion capex SMRs: 3-5 years modular scalable Perfect for: - Behind-the-meter data centers - Onsite generation requirements - Markets with interconnection delays $OKLO signed deals with Meta for future units. $VST exploring SMR deployment. TerraPower building Natrium reactors. The onsite power mandate is creating the SMR market. Ireland's 80% renewable requirement Nuclear counts as clean baseload. SMRs solve the data center power problem. https://twitter.com/i/web/status/2022041518010511705"  
[X Link](https://x.com/SobkoYaroslav/status/2022041518010511705)  2026-02-12T20:14Z [----] followers, [---] engagements


"Utilities say they're 1.5-2 years behind what hyperscalers need. Northern Virginia: Data centers want power in [----]. Utilities delivering [----]. Bay Area: Same problem. Atlanta: Same problem. The gap is widening. Result: Data centers building their own power. Meta: [---] GW nuclear locked. Google: Solar + storage direct. Microsoft: Behind-the-meter deals. Utilities losing control of the customer relationship. This is the infrastructure unbundling we didn't see coming. https://twitter.com/i/web/status/2021312463829086692 https://twitter.com/i/web/status/2021312463829086692"  
[X Link](https://x.com/SobkoYaroslav/status/2021312463829086692)  2026-02-10T19:57Z [----] followers, [--] engagements


"Remember PJM's $5B transmission approval That was the TEMPLATE. The playbook: [--]. Tech commits gigawatt-scale load [--]. Utility files for rate-based transmission [--]. Regulators approve (customers pay via bills) [--]. Utility earns for 30-40 years FERC established the cost allocation framework. Now other regions are copying it: - ERCOT studying similar model - CAISO reviewing cost allocation - MISO evaluating data center tariffs PJM proved utilities can earn massive returns on AI infrastructure. Other regions want in"  
[X Link](https://x.com/SobkoYaroslav/status/2021666043899654311)  2026-02-11T19:22Z [----] followers, [--] engagements


"This week's pattern: Grids can't keep pace Data centers build own power New regulatory models emerge Ireland: Mandates onsite generation Texas: Emergency disconnect authority Southeast: Fast-track permitting PJM: Cost allocation framework All solving the same problem: How to power AI without breaking the grid. Winners: - Utilities building for tech ($D $EXC $PCG) - Behind-the-meter generators ($OKLO $VST) - Distributed infrastructure ($BIP data segment) The infrastructure is being rebuilt around AI demand"  
[X Link](https://x.com/SobkoYaroslav/status/2022313560693751842)  2026-02-13T14:15Z [----] followers, [--] engagements


"You're celebrating 35% open rates. Your board is asking where the revenue is. Different scorecards. Most B2B founders optimize for metrics that platforms reward: Opens. Clicks. Subscriber growth. None of those pay the bills. The only newsletter metric that matters: How many meetings or closed deals came from it in the last [--] days If you can't answer that your newsletter isn't a revenue channel. It's a brand exercise. Brand exercises are fine if you have the budget for them. Most early-stage B2B companies don't. Here's what changes when you track to revenue instead of opens: You stop writing"  
[X Link](https://x.com/SobkoYaroslav/status/2022391826595160534)  2026-02-13T19:26Z [----] followers, [--] engagements


"Most investors chase high yields without checking if they're safe. Here are [--] numbers that separate income for decades from dividend cuts: $O: 5.5% yield [---] consecutive increases since [----] $NEE: [--] years of raises 10% annual growth $AEP: 3.6% yield just raised 12% $DUK: 3.5% yield [--] year streak Yield alone doesn't tell you anything. Yield + growth + streak = sustainable income. Graham: Check the track record before chasing the yield. https://twitter.com/i/web/status/2016243420357157258 https://twitter.com/i/web/status/2016243420357157258"  
[X Link](https://x.com/SobkoYaroslav/status/2016243420357157258)  2026-01-27T20:14Z [----] followers, [---] engagements


"1/3 of data centers will be 100% off-grid by [----]. That's up [--] percentage points from last year. The shift is happening because: - Utilities are [--] years behind hyperscaler timelines - Interconnection queues take 5-8 years - Data centers can't wait Ireland now REQUIRES new data centers to provide their own generation. Texas gave the state emergency disconnect authority. This isn't just a trend. It's becoming regulation. Who benefits: $OKLO - Small modular reactors $VST - Behind-the-meter nuclear Bloom Energy - Onsite fuel cells Solar + storage developers When the grid can't keep pace tech"  
[X Link](https://x.com/SobkoYaroslav/status/2020858473182052646)  2026-02-09T13:53Z [----] followers, [--] engagements


"Ireland just set a new standard for data centers. New rule: ✓ Must provide onsite or local generation ✓ Must meet 80% renewable target ✓ No exceptions Translation: If you want to build a hyperscale data center in Ireland you have to BUILD THE POWER PLANT first. This model is spreading. California allocates costs explicitly. Texas has emergency disconnect. Ireland requires self-generation. Pattern: Governments protecting grids while enabling growth. The days of "just plug into the grid" are over"  
[X Link](https://x.com/SobkoYaroslav/status/2020943029939351902)  2026-02-09T19:29Z [----] followers, [--] engagements


"The Southeast just proposed a fix for data center delays. Data Center Development Act: - 1-10 MW projects: [--] day review - 11-50 MW: [--] days - 50+ MW: [---] days - Centralized permitting office Currently some projects wait YEARS for approval. Faster permitting = faster utility revenue = faster infrastructure buildout. When regulation speeds up infrastructure investors win. Which states adopt this model next"  
[X Link](https://x.com/SobkoYaroslav/status/2021215576128094430)  2026-02-10T13:32Z [----] followers, [--] engagements


"Data center electricity demand will hit [---] TWh by [----]. That's roughly the entire current consumption of: - Japan (900 TWh) - Germany (500 TWh) In [--] years data centers will consume what a G7 economy uses. And utilities are already [--] years behind delivery schedules. This is why: - Meta is locking nuclear for decades - Google is building solar farms - Microsoft is paying for transmission upfront Tech isn't waiting for utilities anymore. They're becoming their own power companies"  
[X Link](https://x.com/SobkoYaroslav/status/2021576454455067102)  2026-02-11T13:26Z [----] followers, [---] engagements


"Your newsletter doesn't have a consistency problem. It has an ownership problem. Here's the pattern: Founder drafts the first issue. Takes [--] hours. Marketing edits. Product reviews. Legal weighs in. Two weeks later it ships. Then nothing for [--] weeks. Not because the team is lazy. Because nobody actually owns it. When something has no DRI it loses every prioritization fight. Pipeline wins. Product ships. Fundraising calls. Newsletter waits. Most startups treat email like infrastructure but newsletters like a side project. Infrastructure has an owner a budget and SLAs. Side projects have good"  
[X Link](https://x.com/SobkoYaroslav/status/2021606150014382119)  2026-02-11T15:24Z [----] followers, [--] engagements


"Why are data centers building their own power plants Economics. Grid connection: - 5-8 year wait - Shared costs with other customers - Regulatory uncertainty - Utility earns the margin Behind-the-meter: - Control timeline - Lock costs for [--] years - No queue - Tech captures the savings Meta's [---] GW nuclear deal locks power at fixed prices for decades. Utilities get paid to build it. Meta gets price certainty. Both win. But Meta controls the asset"  
[X Link](https://x.com/SobkoYaroslav/status/2021941861871759492)  2026-02-12T13:38Z [----] followers, [--] engagements


"Constellation just locked [----] MW of Texas data center load. Latest deal: [---] MW for CyrusOne at Freestone Energy Center Plus: Exclusive [---] MW option for Phase [--] Prior deals: [---] MW at Thad Hill "Powered Land" model: ✓ Generation ✓ Land rights ✓ Grid connectivity All pre-packaged for hyperscale data centers. This is becoming the template in Texas. Data centers get turnkey power. $CEG locks multi-year baseload contracts. Other ERCOT generators taking notes: $VST $NRG $TLN"  
[X Link](https://x.com/SobkoYaroslav/status/2023409532399923312)  2026-02-16T14:50Z [----] followers, [--] engagements


"Demo onboarding silence churn. Thats the default retention strategy for most B2B SaaS companies. Not because the product is weak. Because you disappear after the contract is signed. Customers dont forget to use your product. They forget you exist. Month 2: no updates. Month 3: no education. No heres what changed. Then the churn survey says: We didnt know you had that feature. You shipped it. You tweeted about it. You updated the changelog. But you never told the customer directly. Heres the gap: Acquisition is a system. sequences follow-ups nurture tracks Retention is goodwill. Theyll"  
[X Link](https://x.com/SobkoYaroslav/status/2023453572441272364)  2026-02-16T17:45Z [----] followers, [--] engagements


"Brookfield manages $128 billion in infrastructure. Transport: 36% Renewables: 22% Data: 17% Midstream: 16% Utilities: 8% They're not chasing AI hype. They're buying toll roads pipelines and data centers. Boring Maybe. Profitable for decades Absolutely. $BIP $BAM $BN $BEPC"  
[X Link](https://x.com/SobkoYaroslav/status/2017953329738125754)  2026-02-01T13:29Z [----] followers, [----] engagements


"11000 subscribers. 32% open rate. 4% click-through. Three sales opportunities last quarter. If you're measuring success by opens and clicks your newsletter looks healthy. If you're measuring by pipeline it's a time sink. Most B2B founders sit on lists of 4k12k people and can't name a single closed deal that came from it. Not because the content is bad. Because the newsletter isn't built to convert. You're treating it like brand awareness when it should work like a sales channel. The difference: Brand newsletters talk to everyone about everything. Sales newsletters segment by buyer stage and"  
[X Link](https://x.com/SobkoYaroslav/status/2020959480683397297)  2026-02-09T20:34Z [----] followers, [--] engagements


"PJM just announced a [--] GW power shortfall over the next decade. New rules for large data centers: - Bring your own generation OR - Accept curtailment during peak demand Translation: No more "just plug into the grid." Data centers must either: [--]. Build their own power plants [--]. Sign 20-year PPAs with generators [--]. Risk getting shut off during shortages This is MASSIVE for: $CEG $VST $NRG - can lock long-term demand $D $FE $EXC $PPL - rate-base new transmission PJM = [--] states (VA OH PA MD IL) All major data center hubs. FERC deadline Feb [--] for final tariff rules. The grid can't keep up. Tech"  
[X Link](https://x.com/SobkoYaroslav/status/2023478990510670243)  2026-02-16T19:26Z [----] followers, [--] engagements


"@Dwriteway clients measure outcomes not hours thats why tracking roi beats bragging about hustle"  
[X Link](https://x.com/SobkoYaroslav/status/1968677362137993330)  2025-09-18T14:03Z [----] followers, [--] engagements


"@thejustinwelsh freedom is the real roi but it only lasts if you build systems that work when youre out walking"  
[X Link](https://x.com/SobkoYaroslav/status/1968678161450700865)  2025-09-18T14:07Z [----] followers, [--] engagements


"@Dwriteway in growth clarity of message is what lets distribution channels actually compound"  
[X Link](https://x.com/SobkoYaroslav/status/1969138156248150080)  2025-09-19T20:34Z [----] followers, [--] engagements


"@ItsKieranDrew optimism keeps you in the game long enough for consistency to compound"  
[X Link](https://x.com/SobkoYaroslav/status/1969138815819227386)  2025-09-19T20:37Z [----] followers, [--] engagements


"🚨 stop scrolling this AI prompt saved me 20+ hours per week on newsletter creation copy & paste into Claude or ChatGPT full prompt is in the comments 👇 results using this prompt for my 100K newsletter: days of writing time saved open rates increased 40% weeks of content from single topics other creators report 10x faster production what topic will you test first"  
[X Link](https://x.com/SobkoYaroslav/status/1971583389330235732)  2025-09-26T14:31Z [----] followers, [--] engagements


"Newsletter alert❗ Our @beehiiv newsletters are skyrocketing with 10000+ new subs monthly spending less than $1 per sub 📈 Early adopters are cashing in on this growth hack while others watch from the sidelines 👀 Ready to join the newsletter elite❓ Reply 'GROW' to get in on our secret sauce🔑 Holy shit we hit 40k 🚀 Six months ago this newsletter was a pipe dream Now It's a damn movement I remember issue #3 Total trainwreck Forget playing nice We're here to raise hell and have fun doing it Next stop World domination Kidding Maybe https://t.co/oqm1GoOYKE Holy shit we hit 40k 🚀 Six months ago"  
[X Link](https://x.com/SobkoYaroslav/status/1813586958506918038)  2024-07-17T14:50Z [----] followers, 16.1K engagements


"if your @beehiiv newsletter has fewer than [---] subs drop the link and you will have 100+ in 1-3 days didn't need a whole month to get to [---] subs. Thanks to @SobkoYaroslav and everyone who subscribed 🧚 https://t.co/6NniF1HSEj didn't need a whole month to get to [---] subs. Thanks to @SobkoYaroslav and everyone who subscribed 🧚 https://t.co/6NniF1HSEj"  
[X Link](https://x.com/SobkoYaroslav/status/1860314371726958789)  2024-11-23T13:28Z [----] followers, 12.1K engagements


"@chris_journo @beehiiv how many subs do you have now"  
[X Link](https://x.com/SobkoYaroslav/status/1861438112959758665)  2024-11-26T15:53Z [----] followers, [--] engagements


"WTF @beehiiv is giving away free money and Im not returning it $1881.66 just this week from one of our [--] newsletters at this point its basically charity should I feel guilty NOPE 💸"  
[X Link](https://x.com/SobkoYaroslav/status/1888962124631674974)  2025-02-10T14:44Z [----] followers, [----] engagements


"if you don't double down on beehiiv boost this month you are leaving money on the table WTF @beehiiv is giving away free money and Im not returning it $1881.66 just this week from one of our [--] newsletters at this point its basically charity should I feel guilty NOPE 💸 https://t.co/xWNK1hTYrI WTF @beehiiv is giving away free money and Im not returning it $1881.66 just this week from one of our [--] newsletters at this point its basically charity should I feel guilty NOPE 💸 https://t.co/xWNK1hTYrI"  
[X Link](https://x.com/SobkoYaroslav/status/1889066574742745381)  2025-02-10T21:39Z [----] followers, [----] engagements


"Your Sales can't reach your buyers directly anymore. Cold email: 0.8% response rate LinkedIn DMs: mostly ignored Phone calls: straight to voicemail But people still open the right kind of emails. Newsletter = direct line to their inbox. No gatekeeper. Your competitor is already there"  
[X Link](https://x.com/SobkoYaroslav/status/1984594772250554785)  2025-11-01T12:14Z [----] followers, [---] engagements


"Everyone says newsletters take 6-12 months to work. That's a lie. Smart founders are generating qualified leads from week one. The difference They write for the [---] people who can actually buy from them. Not for "building an audience." Newsletter = sales channel not content project"  
[X Link](https://x.com/SobkoYaroslav/status/1986888117467365828)  2025-11-07T20:06Z [----] followers, [--] engagements


"I've just got this new @beehiiv rewind it's awesome"  
[X Link](https://x.com/SobkoYaroslav/status/1998757762600243475)  2025-12-10T14:12Z [----] followers, [---] engagements


"Biggest premarket movers 🚀 $BIDU +12% Spinning off semiconductor unit $W +2.4% Trump delayed furniture tariffs $TSLA +1.3% Q4 deliveries expected today (426K) $TSM +2.7% Got annual US license for China $RH +5% Tariff relief on luxury furniture Key moves to watch https://twitter.com/i/web/status/2007114965157654864 https://twitter.com/i/web/status/2007114965157654864"  
[X Link](https://x.com/SobkoYaroslav/status/2007114965157654864)  2026-01-02T15:41Z [----] followers, [---] engagements


"Precious metals start [----] strong 🚀 Gold: $4387 (+1.7% today) Silver: $73.71 (+3.4% today) [----] recap: Gold +64% (best year since 1979) Silver +147% (best year EVER) Why: Fed rate cuts + geopolitical risks + central bank buying UBS target: Gold $5000 Watch: $GLD $SLV Bull run continues https://twitter.com/i/web/status/2007140537883623539 https://twitter.com/i/web/status/2007140537883623539"  
[X Link](https://x.com/SobkoYaroslav/status/2007140537883623539)  2026-01-02T17:22Z [----] followers, [---] engagements


"The lunar economy is not speculative. It is infrastructure. NASA's Artemis II launches no earlier than February [--] [----] first crewed lunar mission in [--] years. This is not one launch. It is a permanent supply chain for sustained human presence beyond Earth orbit. Here is the core ecosystem. SLS ROCKET & BOOSTERS $BA - Core stage (Boeing) $NOC - Solid boosters (Northrop Grumman) $LHX - RS-25 engines (L3Harris/Aerojet) ORION CREW SPACECRAFT $LMT - Prime contractor multi-mission contracts through Artemis VIII LUNAR SPACESUITS $RTX - Collins Aerospace Artemis EVA suit provider GROUND SYSTEMS &"  
[X Link](https://x.com/SobkoYaroslav/status/2007478319621558652)  2026-01-03T15:45Z [----] followers, [---] engagements


"@TheRayMyers the us expansion skepticism sounds familiar at this point"  
[X Link](https://x.com/SobkoYaroslav/status/2007482333230768535)  2026-01-03T16:01Z [----] followers, [--] engagements


"@newsomenuggets growth gets blocked where guilt and expectations live"  
[X Link](https://x.com/SobkoYaroslav/status/2007483606642635032)  2026-01-03T16:06Z [----] followers, [--] engagements


"AI data centers will quadruple global power demand by [----]. Here is the supply chain. BATTERY STORAGE $TSLA $EOSE Store excess discharge at peak loads. NUCLEAR BASELOAD $OKLO $SMR $BWXT $CEG 24/7 clean power. No weather dependency. URANIUM FUEL $CCJ $UUUU $LEU Limited supply pricing power. GRID INFRASTRUCTURE $VST $GEV $VRT Transmission is the bottleneck. NATURAL GAS $VG $NEXT Backup when renewables drop. RENEWABLES $FSLR $BE $NEE Cheapest daytime power. Leadership rotates across segments. Bookmark this list. Themes like this compound. https://twitter.com/i/web/status/2007824455603548529"  
[X Link](https://x.com/SobkoYaroslav/status/2007824455603548529)  2026-01-04T14:40Z [----] followers, [---] engagements


"Wall Street's highest-conviction tech bets for [----] Top-rated analysts name [--] plays with structural upside. $AMZN Price target $300 AWS has fastest ROIC among hyperscalers. Most disciplined on capex. New capacity is pre-booked revenue directly linked to infrastructure usage. $MSFT Price target $650 Azure demand exceeded expectations. AI margins can reach 40%+ by [----]. Trading at 23x forward earnings = not yet priced in. $MU Price target $300 Demand outstrips supply. Only meeting 50-66% of customer orders. Margins expanding across all business units."  
[X Link](https://x.com/SobkoYaroslav/status/2007838974207807772)  2026-01-04T15:38Z [----] followers, [---] engagements


"Monday premarket movers 🔥 $CVX +7% $HAL +9% $XOM +4.2% Venezuela energy rebuild opportunity $QXO +9% $1.2B Apollo investment $MBLY +4% Barclays Overweight $DUOL +4% BofA Buy $NVDA +1.2% $MU +3.8% Energy sector leading Monday's session"  
[X Link](https://x.com/SobkoYaroslav/status/2008161950862082499)  2026-01-05T13:01Z [----] followers, [---] engagements


"@RyanDetrick this stat kills the bubble narrative pretty fast"  
[X Link](https://x.com/SobkoYaroslav/status/2008282259703451768)  2026-01-05T20:59Z [----] followers, [---] engagements


"@TheShortBear reclaiming the 200ema early definitely sets a better tone"  
[X Link](https://x.com/SobkoYaroslav/status/2008283929179025422)  2026-01-05T21:06Z [----] followers, [----] engagements


"@BoxTraderVK this is how you stop trading noise and start trading structure"  
[X Link](https://x.com/SobkoYaroslav/status/2008286685746876790)  2026-01-05T21:17Z [----] followers, [--] engagements


"$3.5 trillion automotive TAM in Nvidia's $NVDA sights. Robotaxi service testing starts [----]. Partners: Mercedes $MBGAF (2026 US launch) Uber $UBER Platform economics: Drive AGX Thor: $3500/vehicle Training infrastructure: GPU cloud subscriptions Software updates: Recurring revenue Target: [--] billion autonomous cars Current auto revenue: $592M (1% of Nvidia total) Level [--] capability (no human intervention in defined zones). Jensen: "Robotics is the second most important growth category after AI." https://twitter.com/i/web/status/2008314869716578484"  
[X Link](https://x.com/SobkoYaroslav/status/2008314869716578484)  2026-01-05T23:09Z [----] followers, [----] engagements


"Nvidia $NVDA accelerates Vera Rubin launch 10x reduction in inference token costs (Inference = running AI models like ChatGPT) Cheaper inference = broader AI adoption Competition responds: $AMD Helios: datacenter play $INTC Series 3: AI PC (200+ designs) Nvidia maintaining lead but race intensifies https://twitter.com/i/web/status/2008537478051873076 https://twitter.com/i/web/status/2008537478051873076"  
[X Link](https://x.com/SobkoYaroslav/status/2008537478051873076)  2026-01-06T13:53Z [----] followers, [---] engagements


"$NVDA restarting H200 production for China Jensen at CES: demand is "very high" U.S. clearing export licenses China = $50B annual market Key point: That $50B is NOT in Nvidias $500B two-year guidance Semis pushing the market to new ATHs"  
[X Link](https://x.com/SobkoYaroslav/status/2008898505159385098)  2026-01-07T13:48Z [----] followers, [--] engagements


"@AmeetRai @visualizevalue showing up on boring days is the real edge"  
[X Link](https://x.com/SobkoYaroslav/status/2008918580587368719)  2026-01-07T15:08Z [----] followers, [--] engagements


"Instead of guessing which sectors will dominate in [----]. Heres where the data is actually lining up right now: 1) AI Still leading the S&P [---] on relative strength. Capex + earnings revisions keep moving higher. $NVDA $MSFT $GOOGL 2) Space Backlogs are finally turning into real revenue. Government contracts are driving visibility. $RKLB $PL 3) Drones & Robotics Defense budgets + autonomy spend are rising. Mixed performance but clear pockets of strength. $AVAV $KTOS 4) Healthcare Rotated from laggard to leader into [----]. Earnings momentum + consolidation. $UNH $LLY Not predictions. Just where"  
[X Link](https://x.com/SobkoYaroslav/status/2009244506483249512)  2026-01-08T12:43Z [----] followers, [---] engagements


"Used car prices are stabilizing into early [----]. December came in roughly flat after Novembers rebound with EVs and luxury holding up better than the rest. For $TSLA: firmer residuals = less urgency to cut prices. Small tailwind still early"  
[X Link](https://x.com/SobkoYaroslav/status/2009291480590877062)  2026-01-08T15:49Z [----] followers, [---] engagements


"Over $2 trillion of Vanguard capital sits in just [--] stocks. No hype. No rotations. Just long-term compounding power. Think $NVDA $MSFT $AAPL. Save this. When markets get noisy this is where long-term capital actually sits"  
[X Link](https://x.com/SobkoYaroslav/status/2009680039126942170)  2026-01-09T17:33Z [----] followers, [---] engagements


"@unusual_whales hard to blame them when the math doesnt math"  
[X Link](https://x.com/SobkoYaroslav/status/2010708326712066173)  2026-01-12T13:39Z [----] followers, 13.7K engagements


"Turned @RebellioMarket's breakdown into a visual. $500 account math that most traders ignore. 50% win rate is enough when you have discipline and risk control. Trade like a sniper not a machine gun. 🎯"  
[X Link](https://x.com/SobkoYaroslav/status/2010767050730275071)  2026-01-12T17:33Z [----] followers, [--] engagements


"6 growth stocks I'm watching for 2026: $MU - AI chips need memory. Demand cycle turning up. $IREN - Bitcoin mining pivoting to AI datacenters. Power = new moat. $NBIS - Building AI infrastructure. Not waiting for Amazon/Google scraps. $MELI - LatAm Amazon + PayPal in one. 700M people low penetration. $HIMS - Subscription healthcare. Recurring revenue model. $TMDX - Medical devices with actual adoption. Fat margins. Different sectors. Same thesis: Can they grow through a downturn What would you add https://twitter.com/i/web/status/2011050133987655773"  
[X Link](https://x.com/SobkoYaroslav/status/2011050133987655773)  2026-01-13T12:18Z [----] followers, [---] engagements


"Most investors dont need more tools. They need fewer used correctly. This stack covers: stock selection filtering for speed market context global research portfolio tracking charts that actually matter Everything else is noise"  
[X Link](https://x.com/SobkoYaroslav/status/2011464442895011889)  2026-01-14T15:44Z [----] followers, [---] engagements


"@RebellioMarket cash feels boring until you realize it saved you"  
[X Link](https://x.com/SobkoYaroslav/status/2011467702494257370)  2026-01-14T15:57Z [----] followers, [--] engagements


"For over a decade cash paid nothing. 20102021: 0% on savings 2026: 34% on T-bills and money markets That flipped the script. Now you can: Hold [--] years of expenses in cash earning 34% Sit through a 20% market drop without panic Let dividend stocks recover instead of selling at the bottom Bad timing hurts far less when youre not forced to sell. This isnt about beating the market. Its about having options when markets get ugly. Cash is a tool again not dead weight. https://twitter.com/i/web/status/2011830581324345817 https://twitter.com/i/web/status/2011830581324345817"  
[X Link](https://x.com/SobkoYaroslav/status/2011830581324345817)  2026-01-15T15:59Z [----] followers, [--] engagements


"@theEquilibrium rules arent there to beat the market theyre there to stop me from beating myself"  
[X Link](https://x.com/SobkoYaroslav/status/2011836508374733170)  2026-01-15T16:22Z [----] followers, [--] engagements


"CORE HOLDINGS FOR INCOME & STABILITY Where the balance of yield and safety is strongest today 👇 Consumer Staples (Dividend Aristocrats) $KO $PG $CL $PEP Healthcare & Medical Devices $JNJ $ABT $MDT $UNH Energy & Midstream Cash Flow $XOM $CVX $EPD $ENB Regulated Utilities $NEE $SO $DUK $XEL Quality Financials $JPM $PNC $TROW $CB Industrial Dividend Growers $MMM $CMI $ITW $EMR Defensive Telecom $VZ $T $CMCSA Real Estate (Income Focus) $O $PLD $WPC $PSA Focus on quality. Let the dividends do the heavy lifting. https://twitter.com/i/web/status/2011892770168799662"  
[X Link](https://x.com/SobkoYaroslav/status/2011892770168799662)  2026-01-15T20:06Z [----] followers, [---] engagements


"THE ULTIMATE WEALTH PROTECTOR Inflation is the silent killer. While you're watching daily swings it's eating your money alive. 👇 The brutal math (1975-2025): US Inflation: 6x S&P [---] Dividends: 17x S&P [---] Total Return: 190x Your dollar lost 83% of its value. Dividend income grew 3x faster than inflation. $10000 turned into $1.9 million. The Dividend Aristocrats edge (2005-2025): Inflation: 1.8x S&P [---] Dividends: 5x Dividend Aristocrats Dividends: 5x Aristocrats: 7.3x S&P 500: 7.0x Companies that raised dividends for 25+ years straight: Income grew 3x faster than inflation Beat the index"  
[X Link](https://x.com/SobkoYaroslav/status/2012217177563111576)  2026-01-16T17:35Z [----] followers, [--] engagements


"THE ULTIMATE WEALTH PROTECTOR Inflation is the silent killer. While you're watching daily swings it's eating your money alive. 👇 The brutal math (1975-2025): US Inflation: 6x S&P [---] Dividends: 17x S&P [---] Total Return: 190x Your dollar lost 83% of its value. Dividend income grew 3x faster than inflation. $10000 turned into $1.9 million. The Dividend Aristocrats edge (2005-2025): Inflation: 1.8x S&P [---] Dividends: 5x Dividend Aristocrats Dividends: 5x Aristocrats: 7.3x S&P 500: 7.0x Companies that raised dividends for 25+ years straight: Income grew 3x faster than inflation Beat the index"  
[X Link](https://x.com/SobkoYaroslav/status/2012252647999348780)  2026-01-16T19:56Z [----] followers, [--] engagements


"$STAG moved from monthly to quarterly dividends with a 4% increase. [--] years of growth zero cuts. Switching to quarterly isn't a cost cut. It's a company confident enough in cash flow to make fewer larger commitments. Most investors read this backward"  
[X Link](https://x.com/SobkoYaroslav/status/2013238852517761358)  2026-01-19T13:15Z [----] followers, [--] engagements


"@RealJGBanks proof that boring persistence can flip a whole life"  
[X Link](https://x.com/SobkoYaroslav/status/2013240783244030285)  2026-01-19T13:23Z [----] followers, [----] engagements


"Benjamin Graham didn't look for good companies. He looked for companies that couldn't break under stress. Cash that covers obligations. Debt that doesn't dominate the balance sheet. Dividends that survive recessions. Not about finding winners. About avoiding failures"  
[X Link](https://x.com/SobkoYaroslav/status/2013301507442000300)  2026-01-19T17:24Z [----] followers, [--] engagements


"@AmeetRai anyone can show up in a bull market the work is done in the boring parts"  
[X Link](https://x.com/SobkoYaroslav/status/2013624888737571304)  2026-01-20T14:49Z [----] followers, [---] engagements


"A monthly distribution that doesn't change isn't a dividend growth signal. It's a calendar event. Graham's filter: look for what changed not what repeated. If the payout is flat and the balance sheet is flat you learned nothing about earnings power. Most dividend coverage is just watching the same movie twice. https://twitter.com/i/web/status/2013681431206338711 https://twitter.com/i/web/status/2013681431206338711"  
[X Link](https://x.com/SobkoYaroslav/status/2013681431206338711)  2026-01-20T18:34Z [----] followers, [--] engagements


"Liquidity is a snapshot. Durability is a process. A company can show strong cash position today and burn through it in [--] months if earnings don't cover the burn. Graham's question wasn't "how much liquidity" It was "how much cash flow can you sustain" Balance sheet strength earnings power. https://twitter.com/i/web/status/2013705841992474639 https://twitter.com/i/web/status/2013705841992474639"  
[X Link](https://x.com/SobkoYaroslav/status/2013705841992474639)  2026-01-20T20:11Z [----] followers, [--] engagements


"Why are tech companies bidding directly on [--] year power contracts through PJM's auction Because whoever funds grid expansion controls infrastructure returns. Buffett's pricing power question: who sets the terms Before: utilities propose regulators decide ratepayers fund. Now: tech commits [--] years upfront utilities build to contract. https://twitter.com/i/web/status/2014044070767894734 https://twitter.com/i/web/status/2014044070767894734"  
[X Link](https://x.com/SobkoYaroslav/status/2014044070767894734)  2026-01-21T18:35Z [----] followers, [--] engagements


"Utilities are planning 20% capacity expansion by [----] in some regions to meet AI data center demand. New tariff structures let utilities charge very large customers the full cost of infrastructure built for them. Munger: "Show me the incentive I'll show you the outcome." If tech pays for all capex utilities get regulated returns with zero ratepayer risk. That's contracted growth funded by someone else's balance sheet. https://twitter.com/i/web/status/2014410736932409822 https://twitter.com/i/web/status/2014410736932409822"  
[X Link](https://x.com/SobkoYaroslav/status/2014410736932409822)  2026-01-22T18:52Z [----] followers, [--] engagements


"Four REITs announced monthly distributions this week. All at the same rate as last month. Klarman's patience filter: if the payout is flat and the balance sheet is flat nothing changed. Calendar events create activity. Structural changes create opportunity. Most investors track the first. Capital preservation investors wait for the second. https://twitter.com/i/web/status/2014439425703367084 https://twitter.com/i/web/status/2014439425703367084"  
[X Link](https://x.com/SobkoYaroslav/status/2014439425703367084)  2026-01-22T20:46Z [----] followers, [--] engagements


"@TradingComposur growth starts when excuses end"  
[X Link](https://x.com/SobkoYaroslav/status/2014707243816538155)  2026-01-23T14:30Z [----] followers, [--] engagements


"@andrew_nfx boring is how you know its working"  
[X Link](https://x.com/SobkoYaroslav/status/2014707957410279631)  2026-01-23T14:33Z [----] followers, [---] engagements


"US data center power demand: 2023: [---] TWh 2028: [---] to [---] TWh That's 2x to 3x growth in five years. Data centers go from 4.4% of US electricity to potentially 12%. Someone has to build that capacity. Someone has to own those assets. Someone earns regulated returns for decades. https://twitter.com/i/web/status/2015080643911111060 https://twitter.com/i/web/status/2015080643911111060"  
[X Link](https://x.com/SobkoYaroslav/status/2015080643911111060)  2026-01-24T15:13Z [----] followers, [--] engagements


"AI data centers now use [---] kW+ rack density with liquid cooling. Most investors hear "AI chips." Infrastructure investors hear "substation upgrades distribution equipment replacement transmission expansion." Klarman: patience means understanding where the real cost lives. The chip is 20% of capex. Power cooling and grid infrastructure is 80%. That 80% becomes regulated utility cash flow for 30+ years. https://twitter.com/i/web/status/2015139538965045360 https://twitter.com/i/web/status/2015139538965045360"  
[X Link](https://x.com/SobkoYaroslav/status/2015139538965045360)  2026-01-24T19:08Z [----] followers, [--] engagements


"@AdamMancini4 the best trades show up they dont get chased"  
[X Link](https://x.com/SobkoYaroslav/status/2015782437444288560)  2026-01-26T13:42Z [----] followers, [---] engagements


"High dividend yield looks great until the company can't pay back its debt. If a REIT or utility has to refinance in the next two years and rates stay high that dividend gets cut. Graham: check when debt comes due before checking yield. Safe play: Companies with debt due in 5+ years not next year. https://twitter.com/i/web/status/2015845943770227121 https://twitter.com/i/web/status/2015845943770227121"  
[X Link](https://x.com/SobkoYaroslav/status/2015845943770227121)  2026-01-26T17:55Z [----] followers, [--] engagements


"Warren Buffett says he invests in businesses with "moats" that last decades. Here's where he put his money: [--]. $AAPL - Apple (22.7%) [--]. $AXP - American Express (18.8%) [--]. $BAC - Bank of America (11%) [--]. $KO - Coca-Cola (9.9%) [--]. $CVX - Chevron (7.1%) It's worth paying attention to where the Oracle of Omaha is investing. $BRK.A https://twitter.com/i/web/status/2008923961489236433 https://twitter.com/i/web/status/2008923961489236433"  
[X Link](https://x.com/SobkoYaroslav/status/2008923961489236433)  2026-01-07T15:29Z [----] followers, [---] engagements


"Quiet week on the charts. Busy week behind the scenes. Big money is no longer treating AI as a one-year spend. Goldman now models $527B of AI capex in [----] with more likely after that. Thats why names like $NVDA keep mattering and why power and infrastructure are becoming part of the AI story. https://twitter.com/i/web/status/2010071708598743414 https://twitter.com/i/web/status/2010071708598743414"  
[X Link](https://x.com/SobkoYaroslav/status/2010071708598743414)  2026-01-10T19:30Z [----] followers, [---] engagements


"The AI trade everyone missed 👇 While you bought $NVDA at the top smart money collected 7% yields: Nuclear Power (AI needs electricity): $VST Meta's 20-year supplier $CEG Largest US nuclear operator Midstream (gas for power): $EPD 7.1% yield investment grade $ENB 7.3% yield North America pipelines REITs (data center landlords): $PLD warehouse king e-commerce + AI $PSA self-storage recession-proof Utilities (regulated cash machines): $NEE 10% dividend CAGR $DUK 4.3% yield Southeast monopoly $NVDA down 15% from highs. $EPD paid dividends every quarter since [----]. Choose your fighter."  
[X Link](https://x.com/SobkoYaroslav/status/2012176878656782769)  2026-01-16T14:55Z [----] followers, [---] engagements


"THE INCOME INVESTOR'S CHEAT SHEET 🛡 Stop chasing 1% daily swings. Focus on the cash flow that hits your account regardless of market noise. 👇 Risk-Free Benchmark: 10-Year Treasury: 4.2% Monthly Cash Flow (The Rent Seekers): $O 5.3% Energy Infrastructure (The Toll Booths): $EPD 6.7% $ENB 6.0% Defensive Staples (The Moat): $KO 3.0% $PG 2.5-2.7% Healthcare Innovators: $JNJ 2.5-2.7% $ABT 1.8-2.0% Treasuries pay 4.2% with government backing. Midstream pays 6-7% with stable cash flows. Staples pay 3% and raise dividends every year. In a volatile world dividends are the only truth."  
[X Link](https://x.com/SobkoYaroslav/status/2012552961784766485)  2026-01-17T15:49Z [----] followers, [---] engagements


"$VST locked in two [--] year nuclear power agreements with Meta. [----] MW total. That's two decades of cash flow visibility tied to AI data center demand. Not a trade. A contract"  
[X Link](https://x.com/SobkoYaroslav/status/2013018778687230196)  2026-01-18T22:40Z [----] followers, [---] engagements


"Meta locked a [--] year nuclear PPA with $VST for [---] GW to power AI data centers. Zuckerberg's team isn't buying power. They're locking baseload capacity for two decades. Most utility revenue is still merchant exposed. This one just converted AI infrastructure demand into predictable cash flow. https://twitter.com/i/web/status/2013979458940604794 https://twitter.com/i/web/status/2013979458940604794"  
[X Link](https://x.com/SobkoYaroslav/status/2013979458940604794)  2026-01-21T14:18Z [----] followers, [---] engagements


"Meta locked nuclear power from three suppliers for its Prometheus AI campus in Ohio: TerraPower $OKLO and $VST. Combined capacity: enough to power [--] million homes. Zuckerberg's team isn't betting on one nuclear operator. They're diversifying baseload risk across multiple contracted revenue streams. When tech needs decades of power multiple utilities get paid. https://twitter.com/i/web/status/2014339975970541601 https://twitter.com/i/web/status/2014339975970541601"  
[X Link](https://x.com/SobkoYaroslav/status/2014339975970541601)  2026-01-22T14:10Z [----] followers, [---] engagements


"Two AI giants two power strategies: OpenAI: Optimize costs co locate with cheap power stay flexible. Meta: Lock [--] GW across $VST $OKLO TerraPower for decades. Pay premium now eliminate price risk forever. One bets on efficiency. One bets on certainty. Utilities prefer to build for the second. https://twitter.com/i/web/status/2014773376372359276 https://twitter.com/i/web/status/2014773376372359276"  
[X Link](https://x.com/SobkoYaroslav/status/2014773376372359276)  2026-01-23T18:53Z [----] followers, [---] engagements


"Meta's Hyperion data center in Louisiana: [--] GW by [----]. That's bigger than most power plants. Who's building the generation for it Entergy ($ETR): [--] new natural gas plants long-term capacity contracts. When tech commits [--] GW utilities commit decades of capex. And earn regulated returns the entire time. https://twitter.com/i/web/status/2016856603509530837 https://twitter.com/i/web/status/2016856603509530837"  
[X Link](https://x.com/SobkoYaroslav/status/2016856603509530837)  2026-01-29T12:51Z [----] followers, [--] engagements


"@Wordsofrizdom the real skill is what happens after red"  
[X Link](https://x.com/SobkoYaroslav/status/2016898922850001350)  2026-01-29T15:39Z [----] followers, [--] engagements


"Microsoft's new [--] MW data center in San Jose: PG&E ($PCG) builds the transmission. Microsoft pays capacity costs. [--] year contracts lock the economics. Tech commits load Utility builds infrastructure Both earn for decades. California regulators approved it because residential customers are protected while utilities grow rate base. What other utilities are signing similar deals Reply with tickers you're watching. 👇 https://twitter.com/i/web/status/2017211190351466501 https://twitter.com/i/web/status/2017211190351466501"  
[X Link](https://x.com/SobkoYaroslav/status/2017211190351466501)  2026-01-30T12:20Z [----] followers, [--] engagements


"This week in AI infrastructure: Meta: [---] GW nuclear locked (power for 16M homes) Energy Transfer: [--] Bcf/d gas pipelines (10+ year contracts) Microsoft: [--] MW California deal ($PCG builds transmission) Texas: [--] GW data centers by [----] (142% growth) The pattern: Tech commits load utilities build infrastructure both lock revenue for decades. Smart infrastructure investors following $VST $CEG $ET $PCG $AEP. Not chasing AI hype. Owning the infrastructure AI can't exist without. https://twitter.com/i/web/status/2017348343555371058 https://twitter.com/i/web/status/2017348343555371058"  
[X Link](https://x.com/SobkoYaroslav/status/2017348343555371058)  2026-01-30T21:25Z [----] followers, [--] engagements


"@casper_smc when the process is solid results stop being dramatic"  
[X Link](https://x.com/SobkoYaroslav/status/2018341172322705459)  2026-02-02T15:10Z [----] followers, [---] engagements


"PJM approved $5B in transmission for TWO reasons: [--]. Data centers need power (AI boom) [--]. Coal plants retiring need replacement (energy transition) This isn't just AI hype. Transmission was needed anyway. Data centers accelerated the timeline. Utilities get paid either way. $D $FE $EXC $PPL $NEE: decades of rate-based returns. https://twitter.com/i/web/status/2019056348127023422 https://twitter.com/i/web/status/2019056348127023422"  
[X Link](https://x.com/SobkoYaroslav/status/2019056348127023422)  2026-02-04T14:32Z [----] followers, [--] engagements


"I used @jfsrev The Complete Traders Guide to create this infographic"  
[X Link](https://x.com/SobkoYaroslav/status/1997335043237130288)  2025-12-06T15:59Z [----] followers, 61.8K engagements


"$STAG raised its annual dividend to $1.55 per share. Up [----] percent from $1.49. The company also shifted from monthly to quarterly payments. First quarterly dividend is $0.3875. This is STAGs largest dividend increase since 2015"  
[X Link](https://x.com/SobkoYaroslav/status/2013243493393563679)  2026-01-19T13:33Z [----] followers, [---] engagements


"PJM transmission timeline: Dec 2023: $5B approved ✅ 2024-2025: Engineering + permitting 2026-2028: Construction phase 🔜 2028-2030: Energization + commissioning Utilities earn during construction. They don't wait for completion. Rate base grows as they spend. Regulated returns for 30-40 years after. This is the infrastructure money printer"  
[X Link](https://x.com/SobkoYaroslav/status/2019119765747560713)  2026-02-04T18:44Z [----] followers, [--] engagements


"FERC established the cost allocation framework for data center transmission. That's the key. Utilities can now file for $5B packages using PJM's playbook: ✓ Data center commits load ✓ Utility files for transmission ✓ Regulators approve rate base ✓ Customer pays via bills PJM was the template. ERCOT CAISO MISO copying it. Next $5B package: which region"  
[X Link](https://x.com/SobkoYaroslav/status/2019403888026349903)  2026-02-05T13:33Z [----] followers, [--] engagements

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