[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.]

![TheIcahnist Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1661140531274031105.png) The Icahnist [@TheIcahnist](/creator/twitter/TheIcahnist) on x 21.1K followers
Created: 2025-07-27 21:13:32 UTC

The Thesis:

Gas prices stay high → electricity prices follow → TXU’s coal & nuclear plants print money.

Leverage magnifies returns.

It was a commodity macro bet disguised as a utility LBO.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949578927548080527/c:line.svg)

**Related Topics**
[money](/topic/money)

[Post Link](https://x.com/TheIcahnist/status/1949578927548080527)