$ERock, Inc.(EROC)$ If you thi-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$ERock, Inc.(EROC)$ If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart shows a brutal 2.5-to-3-year backlog for power transformers and GSUs. You can buy the land and all the $NVIDIA(NVDA)$ GPUs you want, but if your medium-voltage switchgear is delayed 144 weeks, your data center is just dark, stranded compute.

This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a position at $15.90 on Friday, well below its June 10 IPO price of $21.50.

EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will gladly pay a premium to turn the lights on today rather than waiting 3 years for the local utility. In my view, the market is handing us an opportunity right now, because the retail crowd looks at tickers while the smart money looks at the physical layer. I plan on adding a few more shares around these levels.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":575605809520720,"tweetId":"575605809520720","gmtCreate":1781548338000,"gmtModify":1781596352086,"author":{"id":10000000000011036,"idStr":"10000000000011035","authorId":10000000000011036,"authorIdStr":"10000000000011035","name":"Wade Shaw","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":23,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/181270ad311145d7bf162cf668160de9","width":"787","height":"355"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/181270ad311145d7bf162cf668160de9","width":"787","height":"355"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/EROC\">$ERock, Inc.(EROC)$&nbsp;</a>If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart shows a brutal 2.5-to-3-year backlog for power transformers and GSUs. You can buy the land and all the <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> GPUs you want, but if your medium-voltage switchgear is delayed 144 weeks, your data center is just dark, stranded compute.</p>\n<p>This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a position at $15.90 on Friday, well below its June 10 IPO price of $21.50.</p>\n<p>EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will gladly pay a premium to turn the lights on today rather than waiting 3 years for the local utility. In my view, the market is handing us an opportunity right now, because the retail crowd looks at tickers while the smart money looks at the physical layer. I plan on adding a few more shares around these levels.</p>\n<p><img src=\"https://community-static.tradeup.com/news/181270ad311145d7bf162cf668160de9\" tg-width=\"787\" tg-height=\"355\"></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/EROC\">$ERock, Inc.(EROC)$&nbsp;</a>If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart shows a brutal 2.5-to-3-year backlog for power transformers and GSUs. You can buy the land and all the <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> GPUs you want, but if your medium-voltage switchgear is delayed 144 weeks, your data center is just dark, stranded compute.</p>\n<p>This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a position at $15.90 on Friday, well below its June 10 IPO price of $21.50.</p>\n<p>EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will gladly pay a premium to turn the lights on today rather than waiting 3 years for the local utility. In my view, the market is handing us an opportunity right now, because the retail crowd looks at tickers while the smart money looks at the physical layer. I plan on adding a few more shares around these levels.</p>\n<p><img src=\"https://community-static.tradeup.com/news/181270ad311145d7bf162cf668160de9\" tg-width=\"787\" tg-height=\"355\"></p></body></html>","text":"$ERock, Inc.(EROC)$ If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart shows a brutal 2.5-to-3-year backlog for power transformers and GSUs. You can buy the land and all the $NVIDIA(NVDA)$ GPUs you want, but if your medium-voltage switchgear is delayed 144 weeks, your data center is just dark, stranded compute. This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a position at $15.90 on Friday, well below its June 10 IPO price of $21.50. EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will gladly pay a premium to turn the lights on today rather than waiting 3 years for the local utility. In my view, the market is handing us an opportunity right now, because the retail crowd looks at tickers while the smart money looks at the physical layer. I plan on adding a few more shares around these levels.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/575605809520720","repostId":0,"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["EROC","NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":838,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/575605809520720"}