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

加入 February 2021

294 正在關注 34.4K 粉絲

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