- Entry
- $220.68
- Final
- $230.86 +4.6%
- Target
- —
- Score
- +0.46
Microsoft, Google, and Amazon are all building their own chips to cut out Nvidia. Nobody is building their own natural gas. Cheniere reported record exports today, 670 cargoes in 2025, beat on EBITDA and DCF, and dropped a $9 billion buyback increase. Stock is up 6.58%. Over 95% of capacity is locked up through the next decade on take-or-pay deals. New contract signed with CPC Taiwan this morning, 1.2 million tons per year through 2050. AI drives power demand, power …
— ORIGINAL POST ·
NVDA is up big on AI but carries real hyperscaler risk. $LNG reported record exports today and doesn't care who makes the chips
· r/stocks
· Feb 26, 2026