Fundamentalist

Oct 6, 2026 · bullish

(https://www.cnbc.com/2026/10/06/google-enters-massive-3point6-gw-power-deal-with-constellation-energy-.html) and suddenly the entire narrative around hyperscaler unit economics flips. This isn't a one-off flex—this is infrastructure conviction. When $GOOG commits to nuclear-backed power at scale, it's telling you that the company is locking in long-term energy security as a competitive advantage. That's a moat.

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