Pulse Capital
@pulsecapitalx
Pulse Capital | Asymmetric AI infra & semis
Deep-dive theses + my real holdings
73 Following 62 Followers
This is why I’m bullish $IREN — thanks for flagging it @outliercapx
Not the 2030 model. Batch Zero. Sweetwater is already base load on ERCOT. That’s a scarce ticket, not a slide.
Horizon 1 is live. Microsoft took it. NVIDIA stamped Exemplar. Closed-loop cooling on a 200MW site uses about as much water a year as 3 houses.
Market is pricing CapEx fear. The bottleneck is approved power. They already have the plug.
How much is 1 approved GW on ERCOT worth once the rest of the country starts saying no?
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