Kelly Granat 1.5 4 ideas
Head of Content, Blockworks
After 1 day
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4/15 min ideas
After 1 week
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4/15 min ideas
After 1 month
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By sector
Stock
4 ideas
-8.1%
Top tickers (by frequency)
VST
1 ideas
0% W
-6.5%
CEG
1 ideas
0% W
-16.0%
TLN
1 ideas
0% W
-4.0%
NRG
1 ideas
0% W
-5.8%
Best and worst calls
Best calls
TLN LONG
-4.0%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard const...
Mar 03
NRG LONG
-5.8%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard const...
Mar 03
VST LONG
-6.5%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard const...
Mar 03
Worst calls
CEG LONG
-16.0%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard const...
Mar 03
VST LONG
-6.5%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard const...
Mar 03
NRG LONG
-5.8%
Granat focuses on "IPPs" (Independent Power Producers). She notes that while chips are abundant, power is the hard const...
Mar 03
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.
Head of Content, Blockworks