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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AI power bottleneck drives rotation
$MSFT-$CVX 20yr West TX gas deal for data center: 2.67GW ramp, first power 2028; on-site gen, not grid draw. Hyperscalers softer pre-mkt.
Watch FID, $MU Jun24 earnings; $1,100 support/$1,300 resistance. $MSFT $CVX #AI
2026-06-22T12:52:58.864Z