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jeremy

T2 · manager / operator

First author of SemiAnalysis SpaceX 10GW article; leads inference economics modeling (Inference X) and supply chain tracking for AI data centers.

6 calls·6 names·67% bull·last heard 2 days ago·SemiAnalysis
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
$SPCXSpaceX

SpaceX 10GW data center plan drives $300B ARR by 2027

SpaceX can build 10GW by 2027 using warehouses, mobile turbines, and Chinese electrical equipment, monetizing at $100M/MW/year via 90-day cancellation inference contracts, with Microsoft as anchor offtaker. Operating cash flow and Nvidia vendor financing fund the build.

SemiAnalysis2026-08→
2ndhigh conviction
$MSFTMicrosoft

Microsoft largest SpaceX offtaker; accelerating behind-the-meter builds

Microsoft has 7GW OpenAI offtake but faces capacity gap in late 2026-H1 2027; signing 7GW pre-leases YTD, 2.7GW behind-the-meter Chevron deal, and SpaceX on-demand contracts to monetize GPT tokens at $100M/MW/year.

SemiAnalysis2026-08→
3rdhigh conviction
$ANTHROPICAnthropic

Anthropic 85% gross margins; $20-30B ARR/month combined with OpenAI

Anthropic and OpenAI together adding $20-30B ARR/month at 85% gross margins, driving compute demand cycle; signed SpaceX 90-day cancellation contract as emergency capacity.

SemiAnalysis2026-08→

most discussed · click a bar to filter

recurring themes

6 total
$CVX
···
Chevron
MEDjeremy·SemiAnalysis·2 days ago
Chevron 2.7GW behind-the-meter power deal with Microsoft
Chevron signed 2.7GW behind-the-meter agreement with Microsoft in Pecos County, Texas, marking Microsoft's pivot from grid-dependent to self-generated power for AI data centers.
"behind the meter agreement that's completely new uh they signed this 2.7 gawatt off take agreement with uh you know Chevron in Picos County"
27:59
$SPCX
···
SpaceX
HIGHjeremy·SemiAnalysis·2 days ago
SpaceX 10GW data center plan drives $300B ARR by 2027
SpaceX can build 10GW by 2027 using warehouses, mobile turbines, and Chinese electrical equipment, monetizing at $100M/MW/year via 90-day cancellation inference contracts, with Microsoft as anchor offtaker. Operating cash flow and Nvidia vendor financing fund the build.
"we think like um they can fairly easily today uh today on API that is open anthropic make a $100 million per megawatt per year right and just tying it back to like why is Elon try…"
1:35
$ORCL
···
Oracle
LOWjeremy·SemiAnalysis·2 days ago
Oracle New Mexico turbines available for data center power
Oracle's New Mexico turbines represent available power generation assets that can be repurposed for AI data centers.
"think of Oracle in New Mexico right like all these turbines are on the market"
16:45
$MSFT
···
Microsoft
HIGHjeremy·SemiAnalysis·2 days ago
Microsoft largest SpaceX offtaker; accelerating behind-the-meter builds
Microsoft has 7GW OpenAI offtake but faces capacity gap in late 2026-H1 2027; signing 7GW pre-leases YTD, 2.7GW behind-the-meter Chevron deal, and SpaceX on-demand contracts to monetize GPT tokens at $100M/MW/year.
"Microsoft is in a pretty amazing position because uh they can monetize at this rate. However, what what they they have two issues. One is they had a they did this massive data cen…"
25:53
$ANTHROPIC
Anthropic
HIGHjeremy·SemiAnalysis·2 days ago
Anthropic 85% gross margins; $20-30B ARR/month combined with OpenAI
Anthropic and OpenAI together adding $20-30B ARR/month at 85% gross margins, driving compute demand cycle; signed SpaceX 90-day cancellation contract as emergency capacity.
"if you look at them combined today that is anthropic and open AI they're both adding combined over20 billion of AR per month actually close to 30 now... the leaked financials that…"
1:55
$NBIS
···
Nebius
LOWjeremy·SemiAnalysis·2 days ago
Nebius New Jersey engines available for power generation
Nebius has engines available in New Jersey that can be deployed for behind-the-meter data center power.
"nebas New Jersey the engines are available they're on the"
16:56