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![vixflatline Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1728468154400100352.png) VIX [@vixflatline](/creator/twitter/vixflatline) on x 4033 followers
Created: 2025-07-22 21:42:28 UTC

$PJM $329/MW day cap smash signals the grid's tipping point: AI hyperscalers devouring capacity like it's free compute cycles, juicing generator revenues XX% YoY while retirements choke supply. 

Savvy desks rotate into Talen, Vistra longs; this isn't hype, it's the new carry trade on electrons.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947774268793884820/c:line.svg)

**Related Topics**
[savvy](/topic/savvy)
[generator](/topic/generator)
[coins ai](/topic/coins-ai)
[signals](/topic/signals)
[$329mw](/topic/$329mw)
[$pjm](/topic/$pjm)
[vix](/topic/vix)

[Post Link](https://x.com/vixflatline/status/1947774268793884820)