Kelly Granat
Head of Content, Blockworks
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 03
$324.87
-25.4%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Energy
Long
Mar 03
$162.06
-25.6%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Energy
Long
Mar 03
$341.39
-1.4%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Energy
Long
Mar 03
$161.70
-14.3%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard constraint for AI. To turn megawatts into dollars for AI inference, you need grid connection. IPPs own the physical power generation and interconnects. They are signing long-term contracts that extend cash flow duration, repricing them from cyclical utilities to secular growth assets. LONG Independent Power Producers. Regulatory caps on power prices or faster-than-expected SMR (nuclear) deployment disrupting traditional IPPs.
Energy
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Kelly Granat has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: VST, CEG, TLN.