Bullish thesis on LNG (Cheniere) as a hedge against NVDA hyperscaler risk, citing record exports, $9B buyback increase, and long-term take-or-pay contracts.
LNG — LONG The author argues NVDA carries real hyperscaler risk as Microsoft, Google, and Amazon build their own chips, but nobody is building their own natural gas. Cheniere reported record exports (670 cargoes in 2025), beat on EBITDA and DCF, and increased its buyback by $9 billion. Over 95% of capacity is locked up through the next decade on take-or-pay deals, and a new contract with CPC Taiwan was signed for 1.2 million tons per year through 2050. AI drives power demand, which drives gas and LNG exports, regardless of who makes the chips.
AI drives power demand, power demand drives gas, gas demand drives LNG exports. Doesn't matter who makes the chips.
This Reddit post, published February 26, 2026, features u/corenellius discussing LNG. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/corenellius · Tickers: LNG