Slack: C0A0ZC2NS48/ts:1772745140.8063

Author: Mark Tetreault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

ai-capex-infrastructure-bottleneck

🟢 [E2009] Data centers need land, natural gas and water. TPL at $523/share.

supporting · 2026-04-07