Calls
2
Jeremie Eliahou Ontiveros
Substack author, SemiAnalysis
Win Rate
50.0%
return
+1.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 09
$499.99
-0.1%
Microsoft, with exclusive access to OpenAI's frontier models, can monetize AI tokens at around $100 million per megawatt per year. Their current data center pipeline leaves a capacity gap in late 2026/early 2027. SpaceX's on-demand, instantly available compute with a 90-day cancellation clause perfectly fills that gap, enabling Microsoft to capture huge AI revenue growth without long-term balance-sheet risk.
Hyperscalers
Long
Jul 09
$257.00
+3.6%
Bloom Energy has a management team that is very AI-pilled and willing to take risk. Its economics enable faster capacity buildout than competitors, making it a prime beneficiary of the behind-the-meter data center power trend. Even though its fuel cells are not ideal for backup power, they are being chosen when grid alternatives are unavailable, and their costs are small relative to total project capex.
Clean Energy
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Jeremie Eliahou Ontiveros has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: MSFT, BE.
