Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
가입 July 2023
236 팔로잉 중 17.5K 팬
Still long power with $IREN $NUAI , We wil release a thesis this week on Landbridge. $LB owned it for a while now. We need a lot more MW.
We see more risk that NVDA misses estimates because its customers cannot get power than that the miners fail to lease their megawatts.
Our re-underwritten base case implies ~83% average upside across our powered-land holdings.
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