Small Cap Snipa(@SmallCapSnipa):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

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

参加 February 2021

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Small Cap Snipa@SmallCapSnipa

2026.09.25 01:26

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