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david kirtley

T3 · host / generalist
2 calls·2 names·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$HELIONHelion Energyposition

Helion raises $465M Series G for fusion power plant with Microsoft PPA targeting 2028 operations

Helion's direct electricity extraction from fusion (95% efficiency) enables smaller, modular 50MW generators mass-produced in gigafactories. Microsoft PPA for 50MW plant by 2028, regulatory pathway via Advance Act (state-regulated, not NRC), 60x manufacturing scale-up. Timeline: neutrons 2026, electrons 2027, revenue 2028.

TBPN2026-06→
2ndmedium conviction
$MSFTMicrosoft

Microsoft signs fusion PPA with Helion for 50MW plant by 2028, validating commercial fusion timeline

Microsoft's power purchase agreement for Helion's first 50MW fusion plant (2028 target) provides demand anchor and credibility for fusion commercialization. Signals hyperscaler willingness to contract novel clean firm power for AI data centers.

TBPN2026-06→

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recurring themes

2 total
$MSFT
···
Microsoft
MEDdavid kirtley·TBPN·2 months ago
Microsoft signs fusion PPA with Helion for 50MW plant by 2028, validating commercial fusion timeline
Microsoft's power purchase agreement for Helion's first 50MW fusion plant (2028 target) provides demand anchor and credibility for fusion commercialization. Signals hyperscaler willingness to contract novel clean firm power for AI data centers.
"Our goal for Microsoft the PPA the power purchase agreement we have with them is to build a 50 megawatt facility... our goal for the Microsoft program is to have our power plant o…"
108:05
$HELION
Helion Energy
HIGHdavid kirtley·TBPN·2 months ago· position
Helion raises $465M Series G for fusion power plant with Microsoft PPA targeting 2028 operations
Helion's direct electricity extraction from fusion (95% efficiency) enables smaller, modular 50MW generators mass-produced in gigafactories. Microsoft PPA for 50MW plant by 2028, regulatory pathway via Advance Act (state-regulated, not NRC), 60x manufacturing scale-up. Timeline: neutrons 2026, electrons 2027, revenue 2028.
"Our goal for Microsoft the PPA... is to build a 50 megawatt facility... we're 60xing our manufacturing line... the vision is building a 50 megawatt scale generator each one on tha…"
108:05