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![ContrarianCurse Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1696522613168943106.png) SuspendedCap [@ContrarianCurse](/creator/twitter/ContrarianCurse) on x 10.1K followers
Created: 2025-07-26 00:46:06 UTC

$BE has had an intense move last week or so. 

The single most important metric for DC builders right now is time-to-power. Utes have some excess capacity, but not for long. If turbines weren’t already ordered years ago, get in line with everyone else. 

Nuclear will come, in a few years. So, I hate to admit this, but renewables are what is left. Solar and wind take a lot of footprint and are intermittent. Bloom can stand up modules in under XX days, use hydrogen or nat gas and TCO is now 10c per kWh which is still 2x nat gas, but doable. 

Only other way that is better in these situations is literally trying to find old factories or other power intensive sites and buy them out. And that sure won’t be cheaper


XXXXX engagements

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[$be](/topic/$be)

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