- Entry
- $7.37
- Now
- $5.95 -19.3%
- Target
- —
- Score
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There is one thing the AI buildout cannot scale without. Not chips. Not capital. Not data. **POWER.** ERCOT just told Texas lawmakers that AI-driven peak demand could quadruple by 2032. Utility interconnection queues are five-year backlogs. Hyperscalers need firm redundant power years before any utility can deliver it. There is exactly one publicly traded company sitting on 7,500 acres in Texas with a 6 GW Clean Air Permit (the second-largest of its kind in U.S. history), $1.4B of installed infrastructure, …
— ORIGINAL POST ·
FRMI will be the next APLD
· r/wallstreetbets
· May 15, 2026