Pure-play wind and solar developers without storage Loading... : Investor Sentiment and Bull/Bear Views
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18:17
Oct 07
Oct 07
Wind/solar miss AI, lack reliability
Pure-play wind and solar developers without storage are poorly suited to power AI data centers because they are intermittent and land-intensive; solar needs 500-600 acres and wind needs 4,000-5,000 acres for 100 MW versus less than one acre for an SMR. They are also facing a default cycle as subsidies are pulled back and are likely to miss the AI mega trend.
HIGH
About Pure-play wind and solar developers without storage Investor Commentary
Across the available history and selected sources, Buzzberg tracks Pure-play wind and solar developers without storage across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Edward Campbell.