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Kelly
09-23

time to power is still leading markets in 2025, YTD: WULF+ 103% VST+ 50% vs NVDA +36% utility interconnect was the biggest hurdle for datacenter development surveyed by @SchneiderNA

Meltem Demirors
@Melt_Dem
09-22
18/ if you need further proof, look no further than markets if we pick proxies for energy, compute, and crypto - in 2024, returns to energy (via the IPP Vistra) outpaced compute (Nvidia) and crypto (Bitcoin)
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