▶ 0:53 · $APR-ENERGY · Elon's $1 Billion Bet Reveals the Next AI Trade

episode briefing

Elon's $1 Billion Bet Reveals the Next AI Trade

2026-07-22 · 8 company · 10 thematic

sentiment

7 bull0 bear1 neu

speakers

Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.

josh kale

quote

“Elon Musk bought it for about a billion dollars. So what did he get for a billion dollars? The answer is about a gawatt of power... This gawatt is also enough power for about 600,000 H100 class GPUs, which is I mean, as far as I'm concerne…”

—ejaaz

now playing · $APR-ENERGY

$APR-ENERGYbullish· highejaaz

Elon Musk buys APR Energy for $1B to secure 1GW of mobile gas turbines for rapid data center power

Elon Musk personally acquired APR Energy for ~$1B to gain ~1GW of trailer-mounted gas turbines that can power ~600k H100 GPUs in days, bypassing 5-7 year grid permitting delays un…

$SKHY···bullish· highejaaz

SK Hynix sold out 2027 supply with 13-15 customers locking 40% of projected profit via LTAs

SK Hynix has secured 13-15 customers covering 40% of projected 2027 profit through long-term agreements, demonstrating overwhelming structural demand that has not wavered despite…

$MU···bullish· highejaaz

Micron down 24% but trades at 7x forward earnings with 350% revenue growth and 85% gross margins

Micron has pulled back 24% despite 7x forward earnings, 350% revenue growth, and 85% gross margins; no oversupply expected until ~2030, and the selloff reflects Korean investor le…

$BE···neutral· mediumejaaz

Bloom Energy's fuel cells offer 4-7 year modular power for data centers but face permitting hurdles

Bloom Energy's solid oxide fuel cells convert natural gas to electricity more efficiently than turbines and can deploy in 4-7 years, but New Mexico regulators rejected gas pipelin…

$GEV···bullish· highjosh kale

GE Vernova positioned as 'TSMC of power' with $7B Microsoft/OpenAI deals and orders booked through 2031

GE Vernova combines legacy grid equipment expertise with gas turbine production, has doubled orders to $7.1B in 2025, holds contracts through 2031, and counts Microsoft and OpenAI…

$VALORbullish· mediumejaaz

Valor modular nuclear aims to accelerate SMR deployment before 2030

Valor's modular nuclear approach could bring small modular reactors online significantly faster than the 2031-2035 timeline for conventional nuclear, potentially capturing early d…

$VALAR-ATOMICSbullish· lowejaaz

Valar Atomics pursuing modular nuclear to accelerate deployment vs traditional 2030s timeline

Valar Atomics is building a modular nuclear approach that could significantly speed up deployment compared to traditional nuclear projects which don't come online until 2031-2035,…

$MSFT···bullish· mediumjosh kale

Microsoft locks 20-year nuclear PPA at Three Mile Island for 100% output

Microsoft's 20-year deal to restart Three Mile Island nuclear plant for 100% output demonstrates hyperscalers treating electricity as strategic currency, locking decades of supply…

←