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Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
Joined July 2023
236 Following    17.5K Followers
Saw this move coming. These are the fastest to bring online. Can be retrofit or modulair building. You can purchase existing factory load sites with a smaller MW grid connection much easier due to availability. Much more for sale. There has already been a lot of site inspections by players like Krambu, Duos technologies and much more. Private company Giga energy also sees huge growth in their modulair building. We talk with the CTO soon. $WYFI $DUOT $IREN
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Morning Developments: Anthropic & OpenAI hunt for smaller data center deployments of 20-30 MW Northland Capital starts $IREN with Outperform rating and $99 price target Morgan Stanley maintains $CIFR Overweight rating and raises price target to $54 from $43.50
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