thewallstreetskinny
Region: US
Thursday 09 July 2026 21:54:21 GMT
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elk shoes :
My favourite line is cost of marginal plant sets the price for everyone, thank you.
2026-07-24 01:10:10
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Drake Pooley :
Such a good breakdown
2026-07-10 02:36:05
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The Stark Market :
Fascinating thank you
2026-07-10 01:47:26
2
potluckinvesting :
amazing vid…cant wait for part ii 🔥
2026-07-17 16:01:02
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Aaron Clark :
That was amazing! Well done
2026-07-12 14:51:56
1
LA :
What happens if we flip the cake, but layers 4 and 5 on the bottom, and the big 2 players evaporate since profit could be an issue? Would over compensation lead to well built infrastructure’s?
2026-07-10 03:30:15
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JeffyTurner :
The layers under energy have as much or more growth as chips, and isn’t as oversold
2026-07-10 15:56:23
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Malcolm 🇦🇺 :
Global energy supply chains are almost as constrained as chips. Even if data centres bring their own energy, they’ll push up prices for ‘normal’ energy.
2026-07-12 09:07:22
0
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