The Assembly(@InTheAssembly):Leopold added 115% to his ProPetro position last quarter. $28.1M now. $PUMP has pumped high-pressure fluid into oil wells since before its 2017 IPO. What changed is PROPWR, their on-site power business for AI data centres. 60MW locked with a hyperscaler. 350MW contracted across the segment. Stock is 43% off its April high.

The Assembly

@InTheAssembly

Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.

Joined September 2012

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The Assembly@InTheAssembly

2026.09.17 10:49

Leopold added 115% to his ProPetro position last quarter. $28.1M now. $PUMP has pumped high-pressure fluid into oil wells since before its 2017 IPO. What changed is PROPWR, their on-site power business for AI data centres. 60MW locked with a hyperscaler. 350MW contracted across the segment. Stock is 43% off its April high.