William David
@WDChokepoint
Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream
가입 May 2026
211 팔로잉 중 275 팬
Homer City, PA had America's largest coal plant. Now it's the largest gas plant instead, powering a data center on the same lines.
The turbines took three years to get.
That's this week's real AI bottleneck. Six companies sit inside that gap:
더 보기
