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J.J. McCarthy looms - but the Giants are Jameis Winston's team for now
J-Hope Shouts Out ARMY After BTS Score 3 New VMA Wins: ‘It’s All Thanks to You Guys’
J.J. McCarthy's Giants number revealed after shock Vikings trade
J-Hope Shouts Out ARMY After BTS Score 3 New VMA Wins: ‘It’s All Thanks to You Guys’
J.J. McCarthy is a Giants Hail Mary that's worth a shot
J.P. Morgan’s $IREN investment thesis & valuation: $65 price target
“IREN is well into its transition in becoming a top tier Neocloud provider serving hyperscalers, enterprises, and AI native companies.”
JPM’s main risks include deals signed on worse than expected terms, data center build + GPU costs higher than expected, and interest rates compressing financials.
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J. Cole launches his first independent sneaker, the Dreamer Indie 5000
J.P. Morgan’s BTM research report projects a 57 GW shortage from data center demand in 2030
Since 2023, 5-year forecasts for utility-grid load growth have increased ~7x from 24 GW to 166 GW
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J&J REPORTS A 69.2% OVERALL SURVIVAL RATE OVER FIVE YEARS AND A MEDIAN PROGRESSION-FREE SURVIVAL OF 60.5 MONTHS.
J.P. MORGAN ON BEHIND-THE-METER
We believe BTM power offers a differentiated growth profile and potentially more durable earnings stream.
The U.S. is trending toward a structural power shortfall the grid can’t close fast enough. Projecting a ~50-80 GW gap by 2030.
$NBIS $BE $GEV $NUAI $CIFR $VST
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