[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@august_homo](/creator/twitter/august_homo) "@RealJimChanos Right its ridiculous. The underlying theme is time to power data centers play. $BE is another ridiculous case where so many things need to come true to justify the stocks price" [X Link](https://x.com/august_homo/status/1978969747463995745) [@august_homo](/creator/x/august_homo) 2025-10-16T23:42Z XXX followers, XXX engagements "In #Ontario that makes XX% of #Canada's #GDP #IESO is projecting X% annual demand growth till 2050 driven by population growth (population actually contracting) EV adaption (EV sales have also slowed down) and data centers (who'll want to deal with #FirstNations)" [X Link](https://x.com/august_homo/status/1979670324104110082) [@august_homo](/creator/x/august_homo) 2025-10-18T22:06Z XXX followers, XXX engagements "@Suicide95518428 @ira_joseph @ColumbiaUEnergy Country's finances are impacted by their import / export decisions and if they can wean off imports (lng in this case) this will prove economically favorable. Most of Pak's LNG was going towards power generation where now distributed-scale renewables are replacing gas" [X Link](https://x.com/august_homo/status/1979699910112104759) [@august_homo](/creator/x/august_homo) 2025-10-19T00:03Z XXX followers, XXX engagements "@Suicide95518428 @ira_joseph @ColumbiaUEnergy I believe there is a confluence of factors one of which is also gdp growth that you point out. I dont think they are champions of renewables for the environmental reasons but more so due to economic reasons at play there" [X Link](https://x.com/august_homo/status/1979710694661795992) [@august_homo](/creator/x/august_homo) 2025-10-19T00:46Z XXX followers, XX engagements "@Suicide95518428 What do you think will happen here Thinking of taking a postion here. My contrarian (stupid) view here is that trump will indirectly or directly try to influence something to the advantage of $VG" [X Link](https://x.com/august_homo/status/1979714895282352189) [@august_homo](/creator/x/august_homo) 2025-10-19T01:03Z XXX followers, XXX engagements "@RihardJarc @Similarweb OpenAI will lose mkt share but will remain dominant platform. Google's Gemini is a newer entrant and is only gaining share because many internet users are getting access to it thru Google search that is free to use. Gemini tho lacks ChatGPT's sophistication and versatility" [X Link](https://x.com/august_homo/status/1979930635935297913) [@august_homo](/creator/x/august_homo) 2025-10-19T15:20Z XXX followers, XXX engagements "Some of y'all really think $CEG is going to be making a killing from its nuclear (and acquired gas) fleet. Data centers are the only (emphasis) end-use case in which you hear of nuclear In L12months $CEG's fwd multiple has consistently traded within proximity of $MSFT" [X Link](https://x.com/august_homo/status/1980056474262151402) [@august_homo](/creator/x/august_homo) 2025-10-19T23:40Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@august_homo
"@RealJimChanos Right its ridiculous. The underlying theme is time to power data centers play. $BE is another ridiculous case where so many things need to come true to justify the stocks price"
X Link @august_homo 2025-10-16T23:42Z XXX followers, XXX engagements
"In #Ontario that makes XX% of #Canada's #GDP #IESO is projecting X% annual demand growth till 2050 driven by population growth (population actually contracting) EV adaption (EV sales have also slowed down) and data centers (who'll want to deal with #FirstNations)"
X Link @august_homo 2025-10-18T22:06Z XXX followers, XXX engagements
"@Suicide95518428 @ira_joseph @ColumbiaUEnergy Country's finances are impacted by their import / export decisions and if they can wean off imports (lng in this case) this will prove economically favorable. Most of Pak's LNG was going towards power generation where now distributed-scale renewables are replacing gas"
X Link @august_homo 2025-10-19T00:03Z XXX followers, XXX engagements
"@Suicide95518428 @ira_joseph @ColumbiaUEnergy I believe there is a confluence of factors one of which is also gdp growth that you point out. I dont think they are champions of renewables for the environmental reasons but more so due to economic reasons at play there"
X Link @august_homo 2025-10-19T00:46Z XXX followers, XX engagements
"@Suicide95518428 What do you think will happen here Thinking of taking a postion here. My contrarian (stupid) view here is that trump will indirectly or directly try to influence something to the advantage of $VG"
X Link @august_homo 2025-10-19T01:03Z XXX followers, XXX engagements
"@RihardJarc @Similarweb OpenAI will lose mkt share but will remain dominant platform. Google's Gemini is a newer entrant and is only gaining share because many internet users are getting access to it thru Google search that is free to use. Gemini tho lacks ChatGPT's sophistication and versatility"
X Link @august_homo 2025-10-19T15:20Z XXX followers, XXX engagements
"Some of y'all really think $CEG is going to be making a killing from its nuclear (and acquired gas) fleet. Data centers are the only (emphasis) end-use case in which you hear of nuclear In L12months $CEG's fwd multiple has consistently traded within proximity of $MSFT"
X Link @august_homo 2025-10-19T23:40Z XXX followers, XXX engagements
/creator/twitter::1530615074330755074/posts