
Nader D
129 posts

Nader D
@naderday
Hydrocarbons, megawatts, and digital assets @DynamixHQ | $ETHM 🎾








Comparing modern Iran to the Russian Empire or Yugoslavia isn't just poor analysis—it’s a (very) thinly veiled blueprint for its disintegration, masquerading as scholarship. A clear agenda, not a historical insight.








Is the ‘energy transition’ a real thing? ft.trib.al/MvVD6iW







Via JPM's Michael Cembalest, AI-related stocks have driven: - 75% of S&P 500 returns since ChatGPT’s launch in November 2022 - 80% of earnings growth over the same period - 90% of capital spending growth - Data centers are now eclipsing office construction spending. - In the PJM region (the largest regional transmission organization, covering 13 states and D.C.), 70% of last year’s electricity cost increases were due to data center demand.








