The Assembly
@InTheAssembly
Macro analysis, market structure, and the trades nobody else is showing you. Not financial advice.
가입 September 2012
20 팔로잉 중 535.5K 팬
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.
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