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![PTrubey Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::990361260.png) Phil Trubey [@PTrubey](/creator/twitter/PTrubey) on x 8459 followers
Created: 2025-07-27 03:31:30 UTC

@carsonight @larsmoravy I agree, but as Pepsico said, it can take XX months to build a Semi charger installation with utility interconnects, upgrades, Megapack, etc. That's why I said charging will be a gating factor. Once people decide they want to buy, they'll get stuck behind this bottleneck.


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[stocks consumer defensive](/topic/stocks-consumer-defensive)

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PTrubey Avatar Phil Trubey @PTrubey on x 8459 followers Created: 2025-07-27 03:31:30 UTC

@carsonight @larsmoravy I agree, but as Pepsico said, it can take XX months to build a Semi charger installation with utility interconnects, upgrades, Megapack, etc. That's why I said charging will be a gating factor. Once people decide they want to buy, they'll get stuck behind this bottleneck.

XX engagements

Engagements Line Chart

Related Topics phil $pep stocks consumer defensive

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