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LNG Investor on X: "Blue Owl sees a “generational opportunity” in digital infrastructure noting one of the largest supply/demand imbalances they’ve seen. https://t.co/cHrzEWqmeC" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts GROK Messages 20 64 827 115K Conversation LNG Investor @LNG_Investor_ Blue Owl sees a “generational opportunity” in digital infrastructure noting one of the largest supply/demand imbalances they’ve seen. 3:45 PM · Feb 15, 2025 · 115.7K Views 20 64 827 834 Post your reply Reply James Chanos @RealJimChanos · 2h The value add is what the owner of the GPU’s/servers does with them inside the box, not in providing/servicing the box itself. Look at the ROIC’s of the public standalone data center companies. They’re abysmal. $DBRG $DLR $EQIX 6 41 4.3K LNG Investor @LNG_Investor_ · 2h Couldn’t agree more. Flawed business models with low margins, low ROIC, capital intensive, poor depreciation profile, and the stocks trade at high valuations. 9 2.4K A.J. Manaseer @AJManaseer · 1h Extremely bullish for “compute as a service” providers like $NBIS and Coreweave. 2 2 1K LNG Investor @LNG_Investor_ · 57m don’t tell about my und

@jlhaggerty1: I saw Stonepeak CEO on CNBC and his comments are that finding land with access to energy for data centers is their biggest challenge...put it them in the shale fields and gorge on that nat gas....great for pipeline companies like ET & MPLX

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