Matt Sage | Energy Capitalist

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Matt Sage | Energy Capitalist

Matt Sage | Energy Capitalist

@MattSageInc

Energy investor & operator | 20+ years in energy sector. Nuanced analysis on oil/gas, nuclear, renewables, grid & storage. Energy Capitalist on Substack

Zurich, Switzerland Katılım Kasım 2012
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
When Iran closed the Strait of Hormuz, everyone bought Exxon. Exxon surged ~42% YTD. But CATL gained 19% in March alone. BYD gained 22%. Sungrow gained 19%. Against a Shanghai Composite that fell 8%. Then ceasefire rumours hit. Exxon dropped 5% in a session. CATL didn't move. 🧵
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
Switchgear isn't a moat. Transformers are. The market is paying the same premium for both.
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GeorgeRux
GeorgeRux@CAGWfool·
@dorfman_p So what? How many minutes of power could all these batteries provide power in the US? Growth of something that won’t have a meaningful effect is irrelevant. Build more coal, gas and nuclear power plants
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Dr Paul Dorfman
Dr Paul Dorfman@dorfman_p·
World installing grid batteries at a blistering pace. A total of 112 gigawatts of batteries were deployed around the world in 2025 — 10 times the amount added just four years prior. Installations of grid batteries, which can store solar and other energy for later use, surged by 48% in 2025 from the year prior. canarymedia.com/articles/batte…
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
One of the biggest surprises from the Q1 2026 13F filings: Berkshire Hathaway cut its Chevron position by 35.2% How do you read this?
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
The AI boom has quietly turned utilities into one of the hottest institutional trades on Wall Street. Funds aggressively piled into Vistra and Constellation Energy because AI data centers need massive amounts of reliable electricity — especially nuclear and thermal generation. Utilities are starting to trade like tech infrastructure.
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International Energy Agency
International Energy Agency@IEA·
Manufacturing facilities for key energy technologies can be found around the globe, but overall capacity is highly regionally concentrated. This is underscoring the importance of strengthening industrial competitiveness and diversification → iea.li/4sBzPRs
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Matt Sage | Energy Capitalist retweetledi
Francesco La Camera
Francesco La Camera@flacamera·
For years, renewables were dismissed as unreliable. This argument no longer holds. 24/7 renewables are reliable and cost competitive. The race is not fossil fuels vs renewables. It’s about who moves faster towards renewables. My views via @FTEnergy bit.ly/3PI1fa0
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Noah
Noah@antibearthesis·
$NVDA CEO is telling you to buy energy stocks He is literally saying demand will 1000x Stocks positioned to benefit: - $CEG - $VST - $OKLO - $BE - $GEV - $IREN​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ “This is the best time in the history of humanity to invest in sustainable energy” In 2025, he was early on semis and neoclouds: - $NBIS at $22 → +600% - $INTC at $23 → +500% - $SNDK at $275 → +400% - $CRWV at $40 → +200% - $TSM at $240 → +80% He’s not guessing. He’s showing you the roadmap. Are you going to ignore him again?
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René Duba
René Duba@ReneDuba·
People say that France's nuclear power plants produce cheap energy, but they forget to tell us that you can't repeat the trick. Building costs and requirements have increased a lot. Newly built wind/solar is around $30–80/MWh, new nuclear is typically $100–150+/MWh.
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
@ErikSTownsend I’d argue BESS plus renewables will be major platform. We forget how difficult is to convince society to nuclear technology. Yet, people can buy PV panels with DIY kits.
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Erik Townsend 🛢️
Erik Townsend 🛢️@ErikSTownsend·
I just can't say this loudly enough: The global balance of power for the next 50-100 years will be determined by who is first to make nuclear energy cost less than coal and gas. Energy dominance directly leads to geopolitical dominance; history is crystal clear on that. China is quietly kicking the West's ass down the street. America's present nuclear renaissance is exactly the right recipe, but it's going to prove too little too late at the rate we're going. China will assume the role of global dominance USA enjoyed for the last 80 years for the next 100 years, and it will have been our failure to modernize and economize our nuclear energy strategy that cause the West to lose our dominance. This story will take decades to play out, but the handwriting on the wall couldn't be more clear: China is kicking our ass and we're too goddamned stupid and complacent to realize it. DOE's nuclear leadership under @SecretaryWright and companies like @AaloAtomics are fantastic news for America. But compared to China's nuclear energy program, we're so far behind that it will be nearly impossible to catch up. And we handed China all the American-made technology they needed on a silver platter. It sickens me to see what's coming so clearly and have so many around me completely blind to it.
Nuclear Business Platform@Nuclear_BP

🇨🇳 China's Mind-Boggling Nuclear Factory: 50 Reactors at Once 🤯 If you think the nuclear industry is stuck in slow motion, look at China. They just announced a jaw-dropping capability: they can now construct up to 50 nuclear reactors simultaneously. To put their absolute dominance into perspective, here is what the scoreboard looks like right now: 🟢 60 Reactors already up, running, and powering the grid. 🏗️ 36 Reactors actively under construction—which accounts for over half of the entire world's total nuclear builds. 🚀 7 More scheduled to be commissioned and turned on before the year ends. 🛠️ How Are They Doing It? This isn't luck; it's a massive industrial playbook execution. China has turned nuclear deployment into a streamlined assembly line using: Standardized Designs: No re-inventing the wheel with every build. Mature Supply Chains: Every part and piece arrives exactly when and where it is needed. Decisive Execution: Unwavering state momentum to deliver massive, clean, reliable baseload power at scale. The Wake-Up Call: Nuclear isn't just a viable alternative for a clean energy transition; it is entirely essential for a high-energy future. The West needs to match this raw ambition or risk falling permanently behind in the global energy race. 🔗 Dive deeper into the full data: #aseanreport" target="_blank" rel="nofollow noopener">nuclearbusiness-platform.com/asia/market-ov… #NuclearEnergy #NuclearPower #EnergySecurity #CleanEnergy #China #SMR #Infrastructure

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Jack Prandelli
Jack Prandelli@jackprandelli·
Per IEA, fossil fuels were 80% of global energy supply in 2025. After 25 years of transition rhetoric, the "diverse range of sources" framing is mostly four fossil + nuclear lines and one renewables slice. The transition happens at the edges. The center is fossil.
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Hedgeberg
Hedgeberg@thehedgeberg·
Everyone's watching data center power demand. I kept coming back to who gets billed for building the wires. AP says the AI boom is now driving state fights over utility profits as electric bills rise. The grid upgrade is real. So is the rate case. Source: Associated Press
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
@RealJGBanks Power is already dominating. Best performing stock in April? Bloom Energy $BE Next in line: BESS $FLNC almost 100% up since my article 3 weeks ago.
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Justin Banks
Justin Banks@RealJGBanks·
THIS IS WHERE THE MARKET ROTATES NEXT. I still believe AI goes much higher long term. But right now: • the market is stretched • positioning is overcrowded • and rotations happen FAST when momentum cracks If AI hardware slows down even temporarily, this is where I think money rotates next: DEFENSE / WAR
$LMT $PLTR $BA $RTX $AVAV $KTOS POWER / NUCLEAR
$VRT $ETN $CEG $OKLO $SMR $UEC SPACE / SATELLITE
$RKLB $ASTS $PL $LUNR $IRDM DEFENSIVE / STABILITY
$WMT $KO $JNJ $PEP $XOM $NEM $JCI ENTERPRISE AI / SOFTWARE
$NOW $CRM $ORCL $MDB $SNOW $TEAM AI INFRASTRUCTURE
$ANET $NBIS $APLD $AVGO $MRVL OPTICS / DATA MOVEMENT
$LITE $AAOI $CIEN $COHR STAGE 2 / ROTATION SETUPS
$CRCL $CRWV $IREN $V HIGH UPSIDE
$SMCI $DAL CURRENT RELATIVE STRENGTH
$CGNX $APLD $RKLB $ASTS I am also sitting in 30-40% cash now to buy dips.
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
European gas is not illegal! What about production onshore production in Romania and Poland? Is that illegal. It’s true that - US heavily benefited from shale revolution - Western Europe was blinded by Putin and was slowly killing its industry But Europe is also progressive in power market design, interconnectors buildout and renewables.
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Object Zero
Object Zero@Object_Zero_·
Natural Gas This is the price differential of natural gas on both sides of the Atlantic. The price difference is enormous for such a fundamental input commodity of any industrial economy. 🔵 Europe 🔴 USA Heating, steel, fertiliser, electricity, chemicals, pharmaceuticals, aluminium, glass, cooking. What is even more embarrassing here, is that Europe sits on top of enormous natural gas reserves. Geologically speaking, Europe likely has larger natural gas reserves than North America. But the Europeans have banned their own gas. European gas is illegal in Europe, so Europe consumes American and Arabian gas instead. It’s the same molecule, it comes from much further away. But this is logical in the European mind. And others are all to happy to sell to them. Now gas isn’t perfect, it’s a pain in the ass to transport (it’s a gas after all, it lacks density, so your pipes and tanks look empty), it’s explosive too, also it doesn’t last forever, you use it and it’s gone. But what is interesting here is the policy choices of Europe. Even at the dawn of an industrial revolution, one that comes with huge energy demands, and even with the Straits of Hormuz shut for almost 80 days now and global energy stockpiles rapidly drawing down towards winter of 2026, Europe doesn’t seem to get it. Very happy with policy choices that make the most foundational input of their entire economy 2-5x more expensive than anywhere else. Natural Gas is $2.60 in USA and $18.20 in Europe. Europe has no Strategic Petroleum Reserve on the entire continent. Only China, USA, Japan and India have any SPR of note. Again the Strait of Hormuz is shut, the world is facing both: i) Soaring energy demand ii) 10% crude oil deficit, 20% nat gas deficit Before the Iran War the world had about 2,400m barrels of crude oil stockpiles, according to OPEC the deficit with the Strait closed is 10m barrels per day. That means 240 days. The Strait has already been closed for 80 days. So the world is maybe 160 days away from an energy famine, that’s October, right when it starts to get cold in Europe. But “Nothing ever happens”. That could be true, but a lot of the infrastructure in the Gulf isn’t just switched off, it was blown up. Export terminals and gasification plants have been destroyed with ballistic missiles. It’s quite predictable what is going to happen, there’s just a very high level of denial at the moment. People want to look forward to the summer, not prepare for the winter, nobody wants to be the bearer of bad news. So nothing will get done about this until at least September. Further, if you actually want a strong industrialised economy and a wealthy country, you need to build strong fundamentals and build them well. The ability to transport LNG across oceans is highly lucrative albeit volatile, but there are far better ways to supply energy globally without the volatility and chaos that these long distance, fragile and complex supply chains often cause. May you live in interesting times.
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Jack Prandelli
Jack Prandelli@jackprandelli·
⚡️ Energy Power Is Concentrated in Just 2 Countries That's the real secret to rule the 🌎 🇨🇳China and 🇺🇸the United States dominate almost everything that matters 🪨 Coal: China = 52% of global production 🛢️ Crude oil: US = 21%, Saudi Arabia = 11%, Russia = 11% 🔥 Natural gas: US = 25% of global output ☢️ Nuclear: US = 30%, China catching fast at 16% 🌊 Hydro: China = 30% ☀️ Solar: China = 39% 🌬️ Wind: China = 40% 🌽 Biofuels: US = 37%, Brazil = 22% The energy transition is additive, not substitutive. China leads in coal + renewables at the same time. The US dominates oil, gas, nuclear, and biofuels. Energy security is about scale across systems, not picking one fuel. China doesn’t “choose” coal or renewables... It uses everything The US doesn’t move past oil... It layers energy sources. 🇪🇺 Europe isn’t even in the top tier on most categories. Energy power in 2026 is who can produce, process, and control energy at scale. And right now, that club has 2 members.
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
@marcosagusstinn First planners need to: - implement DLR - digitalize TSOs/DSOs - acknowledge growth of BTM solar PV and BESS We, not just in Europe, constantly underestimate how much can be achieved without building 1m of high voltage cable …
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Marcos Agustín
Marcos Agustín@marcosagusstinn·
Europe’s energy transition will fail without massive investment in grids and storage. 1. Solar surpluses in Spain should be able to power factories in Germany. 2. Wind surpluses in the North Sea should be able to supply Italy, Poland or France. 3. Nordic hydro should act as Europe’s natural battery. Storage should absorb cheap excess power and release it when demand spikes. Without grids, renewables stay trapped locally. Without storage, cheap electricity gets wasted. Without interconnectors, every country overbuilds its own backup system. ENTSO-E estimates Europe will need an additional 224 GW of cross-border grid capacity and 540 GW of storage power capacity by 2050. This is why pan-European interconnectors matter. The goal is not just “green energy.” The goal is cheaper industrial electricity, lower import dependence, higher resilience and a single European energy system. Europe does not need 27 isolated power systems. It needs a deeply interconnected continental electricity market with grids, storage and flexible demand.
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
@EVCurveFuturist It’s still relatively immature technology, at least at this scale, but kudos for Switzerland for pursuing this. We need more initiatives like that. There is a strong battery tech ecosystem around Zurich and Lausanne.
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Chris Meder
Chris Meder@EVCurveFuturist·
Switzerland is building a 2.1 GWh flow battery. Enough to power ~210,000 homes for a day, or ~20,000 for 10 days. This isn’t short-term storage. It’s long-duration energy designed to stabilise renewables and replace fossil backup. Filling the gap LFP leaves open. System scales. This is where it gets interesting. Most grid batteries today are LFP. Cheap, fast, and perfect for 2–4 hour windows. Peak shaving, frequency control, short bursts. They’re the first layer. But they don’t scale well with time. Want 10 hours? You’re basically multiplying the battery. Costs stack fast. Flow flips that. 👉 Energy stored in liquid tanks 👉 Want more duration? Build bigger tanks 👉 No meaningful degradation Now the math. 👉 LFP: ~5,000–8,000 cycles, ~10–15 year life 👉 Flow: 20,000+ cycles, ~25–30 year life That’s ~3–4× more lifetime throughput. And it shows up in cost. 👉 LFP LCOE: ~18–28¢/kWh delivered 👉 Flow LCOE: ~11–17¢/kWh delivered Higher upfront, lower lifetime. LFP handles the spikes. Flow handles the depth. This is the depth is where fossil still lives. Night supply, multi-day gaps, low wind periods. This isn’t competing with lithium. It’s completing the system. Solve both layers and the grid changes: 👉 Intermittency stops mattering 👉 Gas peakers lose relevance 👉 Storage becomes infrastructure That’s the story. Not a battery. A system closing its final gap. newatlas.com/energy/switzer…
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Negligible Capital
Negligible Capital@negligible_cap·
Current and forecasted data center capacity deployments in GWs by company: Overall, by the end of 2026, 25 additional GW are expected to be deployed. By year end ’27 there should be an additional 32 GW, and by year end we should see an incremental 34 GW, bringing totals to about 134GW across hyperscalers and neoclouds per Wells
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Matt Sage | Energy Capitalist
Matt Sage | Energy Capitalist@MattSageInc·
Would you like to get the same but for energy sector?
amit@amitisinvesting

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: 1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-Iran peace talks stalling. The market is basically saying AI earnings momentum is more important than geopolitical risk right now. The PHLX Semiconductor Index rose 2.6%, with semis now comprising 17% of the S&P 500. 2. The optical networking trade continues to gain momentum. $LITE Lumentum surged after being added to the Nasdaq 100, while peers like $COHR Coherent and $GLW Corning also benefited from the AI data center connectivity theme. This is becoming one of the clearest “picks and shovels” trades in AI infrastructure. $LITE Lumentum’s move matters because the market is realizing AI is not just about GPUs. It is also about optical transceivers, lasers, fiber, switches, power, cooling, copper, glass, and every bottleneck inside the data center stack. The AI trade is expanding from chips into the entire physical infrastructure layer. 3. $TSLA Tesla was in focus after the White House invited Elon Musk, alongside more than a dozen top U.S. executives, to join President Trump’s trip to China this week. The delegation includes Apple’s Tim Cook, and BlackRock’s Larry Fink with other executives from Goldman Sachs, Cisco, Mastercard, Citi, Meta, Micron, and more. The trip is expected to focus on U.S.-China trade and investment, potential Boeing aircraft purchases, agriculture, energy, and possibly extending the rare earths truce, making Musk’s inclusion important given Tesla’s exposure to China manufacturing, demand, and supply chains. Jensen Huang $NVDA and Lisa Su $AMD were not invited as per Reuters. 4. Oil jumped again as the U.S.-Iran situation remained unresolved, with Brent crude moving above $104 and the Strait of Hormuz risk still hanging over the market. This is the main bear case investors are watching: if oil keeps rising, inflation expectations can come back and pressure the Fed. CPI will be reported tomorrow with expectations of a 3.7% print, the highest in 2.5 years. 5. Per Jeffries: "47% of semis/hardware stocks are screening overbought on 14-day RSI (high was 70% in Dec '23, 66% on April 24) as of Friday's close. The SOX is now 60% above its 200-day moving average, a level not seen since March 2000 and July 1995." 6. Earnings season continues to come in strong. Reuters reported that 440 S&P 500 companies $SPX have reported, with 83% beating estimates and Q1 earnings growth now projected at 28.6% year-over-year. That is why the market keeps absorbing bad macro headlines. 7. $CBRS Cerebras increased its planned IPO price range as investor demand for AI chip exposure remains extremely strong. The company is now looking to sell 30 million shares at $150 to $160 each, potentially raising up to $4.8 billion. The AI IPO window is officially open again. 8. $CRCL Circle reported a 20% increase in quarterly revenue and reserve income to $694 million, helped by rising demand for USDC during a volatile period. USDC circulation grew 28% year-over-year to $77 billion, showing that stablecoins are becoming a bigger part of the financial infrastructure story. 9. The most traded options today were $TSLA with 5.5M contracts, $NVDA with 4.8M, $MU with 1.1M, $INTC with 1.0M, $AAPL with 1.0M, $NOK with 886K, $META with 637K, $AMZN with 621K, $MSFT with 591K, and $AMD with 514K. 10. $HIMS Hims & Hers reported Q1 revenue of $608M, up 4% YoY, with subscribers growing 9% YoY to nearly 2.6M. The company raised full-year 2026 revenue guidance to $2.8B-$3.0B, but profitability moved lower as gross margin fell to 65% from 73%, net loss was $92M, and adjusted EBITDA declined to $44M from $91M last year. Management said 2026 is a “defining year” as the company expands branded GLP-1 offerings, international markets, diagnostics, and technology infrastructure. 11. $ASTS AST SpaceMobile reported Q1 revenue of $14.7M and said it remains on track for full-year 2026 revenue guidance of $150M-$200M. The bigger story is deployment: BlueBird 8, 9, and 10 are expected to launch in mid-June, BlueBird 11 through 33 are already in advanced production, and the company is targeting roughly 45 satellites in orbit during 2026. ASTS also received FCC authorization for commercial SpaceMobile service in the U.S., hit 98.9 Mbps peak data speeds from an in-orbit satellite to an unmodified smartphone, and ended the quarter with about $3.5B in cash 12. China is also in focus ahead of a Trump-Xi summit, with Chinese stocks $BABA $KWEB $JD hitting an 11-year high and the yuan reaching a three-year peak. Investors are watching whether the U.S. and China could coordinate around trade, Iran, and global supply chains. I used to do these recaps a year ago...have gotten a bit busy but looking to bring them back...would people like them at the end of the day? I use AI to help summarize the events but the real time (around 30-40 min daily) comes in curating the best headlines and including the relevant details. Happy to start it again if people want it back! WALL STREET IS THE GREATEST SHOW ON EARTH.

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Matt Sage | Energy Capitalist retweetledi
amit
amit@amitisinvesting·
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: 1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-Iran peace talks stalling. The market is basically saying AI earnings momentum is more important than geopolitical risk right now. The PHLX Semiconductor Index rose 2.6%, with semis now comprising 17% of the S&P 500. 2. The optical networking trade continues to gain momentum. $LITE Lumentum surged after being added to the Nasdaq 100, while peers like $COHR Coherent and $GLW Corning also benefited from the AI data center connectivity theme. This is becoming one of the clearest “picks and shovels” trades in AI infrastructure. $LITE Lumentum’s move matters because the market is realizing AI is not just about GPUs. It is also about optical transceivers, lasers, fiber, switches, power, cooling, copper, glass, and every bottleneck inside the data center stack. The AI trade is expanding from chips into the entire physical infrastructure layer. 3. $TSLA Tesla was in focus after the White House invited Elon Musk, alongside more than a dozen top U.S. executives, to join President Trump’s trip to China this week. The delegation includes Apple’s Tim Cook, and BlackRock’s Larry Fink with other executives from Goldman Sachs, Cisco, Mastercard, Citi, Meta, Micron, and more. The trip is expected to focus on U.S.-China trade and investment, potential Boeing aircraft purchases, agriculture, energy, and possibly extending the rare earths truce, making Musk’s inclusion important given Tesla’s exposure to China manufacturing, demand, and supply chains. Jensen Huang $NVDA and Lisa Su $AMD were not invited as per Reuters. 4. Oil jumped again as the U.S.-Iran situation remained unresolved, with Brent crude moving above $104 and the Strait of Hormuz risk still hanging over the market. This is the main bear case investors are watching: if oil keeps rising, inflation expectations can come back and pressure the Fed. CPI will be reported tomorrow with expectations of a 3.7% print, the highest in 2.5 years. 5. Per Jeffries: "47% of semis/hardware stocks are screening overbought on 14-day RSI (high was 70% in Dec '23, 66% on April 24) as of Friday's close. The SOX is now 60% above its 200-day moving average, a level not seen since March 2000 and July 1995." 6. Earnings season continues to come in strong. Reuters reported that 440 S&P 500 companies $SPX have reported, with 83% beating estimates and Q1 earnings growth now projected at 28.6% year-over-year. That is why the market keeps absorbing bad macro headlines. 7. $CBRS Cerebras increased its planned IPO price range as investor demand for AI chip exposure remains extremely strong. The company is now looking to sell 30 million shares at $150 to $160 each, potentially raising up to $4.8 billion. The AI IPO window is officially open again. 8. $CRCL Circle reported a 20% increase in quarterly revenue and reserve income to $694 million, helped by rising demand for USDC during a volatile period. USDC circulation grew 28% year-over-year to $77 billion, showing that stablecoins are becoming a bigger part of the financial infrastructure story. 9. The most traded options today were $TSLA with 5.5M contracts, $NVDA with 4.8M, $MU with 1.1M, $INTC with 1.0M, $AAPL with 1.0M, $NOK with 886K, $META with 637K, $AMZN with 621K, $MSFT with 591K, and $AMD with 514K. 10. $HIMS Hims & Hers reported Q1 revenue of $608M, up 4% YoY, with subscribers growing 9% YoY to nearly 2.6M. The company raised full-year 2026 revenue guidance to $2.8B-$3.0B, but profitability moved lower as gross margin fell to 65% from 73%, net loss was $92M, and adjusted EBITDA declined to $44M from $91M last year. Management said 2026 is a “defining year” as the company expands branded GLP-1 offerings, international markets, diagnostics, and technology infrastructure. 11. $ASTS AST SpaceMobile reported Q1 revenue of $14.7M and said it remains on track for full-year 2026 revenue guidance of $150M-$200M. The bigger story is deployment: BlueBird 8, 9, and 10 are expected to launch in mid-June, BlueBird 11 through 33 are already in advanced production, and the company is targeting roughly 45 satellites in orbit during 2026. ASTS also received FCC authorization for commercial SpaceMobile service in the U.S., hit 98.9 Mbps peak data speeds from an in-orbit satellite to an unmodified smartphone, and ended the quarter with about $3.5B in cash 12. China is also in focus ahead of a Trump-Xi summit, with Chinese stocks $BABA $KWEB $JD hitting an 11-year high and the yuan reaching a three-year peak. Investors are watching whether the U.S. and China could coordinate around trade, Iran, and global supply chains. I used to do these recaps a year ago...have gotten a bit busy but looking to bring them back...would people like them at the end of the day? I use AI to help summarize the events but the real time (around 30-40 min daily) comes in curating the best headlines and including the relevant details. Happy to start it again if people want it back! WALL STREET IS THE GREATEST SHOW ON EARTH.
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Keşfet

@CAGWfool @dorfman_p @IEA @ftenergy @antibearthesis @ReneDuba @ErikSTownsend @SecretaryWright