Uranium Escalator
NOTES: Constellation Energy: Burning Gas to Catch a Digital Sun
Constellation Energy isn't building a digital sun; they're a zombie giant burning gas. Big Tech's AI dream is just a radioactive ransom note.
AI Bubble
Tech Fail
NOTES: Schneider/ABB: The Concrete Fever Dream
Schneider Electric isn't the Nvidia of infrastructure; it's a plumbing crisis in a software suit. Why the AI hardware boom is literally melting the floor.
AI Bubble
NOTES: Coreweave/Lambda: Hotel California in the Server Rack
Welcome to the AI Hotel California. Choking on Sedona humidity and lukewarm coffee while 80,000 H100s burn venture capital. The cloud is a locked cage.