+51.0
net board stance
what this means
963.8
+2.3% · close 2026-09-08
-3% / +5% / +61%
1m / 3m / 12m
+57%
vs SPY since 2025-07-04
66%
of 52w range · -18.0% off high
1/1
hit rate as primary · α +89
Where we stand — 1 live idea
| idea | call | play | conviction | contributes | flag | eval in |
|---|---|---|---|---|---|---|
| ⚡ Natural gas powers the AI datacenter buildout | ▲ LONG | primary | 51.0 | +51.0 | RUNNING | 388d |
Where the winds are blowing
NET BOARD STANCE, LAST 55 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
What resolves next
kill dates for the live ideas holding this ticker — each one turns into a scored verdict on that date, whether we like it or not
Track record on GEV
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average α +89.2. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| ⚡ The US power bottleneck is turbines, transmission and storage, not generation | ▲ LONG | primary | HIT | +110.5% | +89.2 | 2026-07-04 |
The tape — what was actually said
every capture on any idea holding GEV, newest first · quotes verbatim, timestamps deep-link into the episode
Gavin Baker
support ×2
▲ on
⚡ Natural gas powers the AI datacenter buildout
E285 · 2026-08-14
▶ 22:32
We're going to run on natural gas for a while. We have a lot of natural gas in America. It's the greenest carbon fuel... Caterpillar, Cummins, GE Vernova, Siemens Energy — they are all expanding capacity fast... people are taking jet engines off old planes and repurposing them as turbines to power data centers.
The green stuff can't scale in the short term. It's all gas-powered for the new data centers. That's the only way to get the amount of scale that you need in the next year or two.
if you look at companies like Bloom Energy, it has gone absolutely straight up vertical nuclear. And the reason is because Bloom has a solution that allows you to use ... instead of waiting for years to get on the grid,
I think businesses like NatGas production [have durability]... I just bought LNG, that Cheniere company... given all the craziness in the Middle East... that's got durability.
on a five to 10 year time frame, the answer is probably nuclear, ... But nuclear takes at least five years. Within the next five years, it's probably gas, natural gas. But ... there's like a two to three year backlog for
PH
Phil Deutch
support ×2
▲ on
⚡ The US power bottleneck is turbines, transmission and storage, not generation
E238 · 2025-08-09
▶ 23:09
Anthropic just released a paper this month saying, we want 50 gigawatts of power for the AI in America and over the next three years. That's about as much power as was added all this year.
Chamath
support ×3
▲ on
⚡ The US power bottleneck is turbines, transmission and storage, not generation
E234 · 2025-07-04
▶ 19:31
The problem is that if we put it in order right now, we can't get Nat gas turbine viable and turned on until 2030 It's not a technology issue, it's purely a supply chain issue. So I think what our energy policy needs to make sure we contemplate is that many of the things that we are debating are no longer issues of production, but they're issues of supply, transmission and distribution.