I’ve followed Elon for a long time. He has a well established pattern. When he wants something - he uses his platform on X to spread FUD in order to get it. Right now Elon sees massive amounts of money to be made in the exponentially growing demand for compute. And compute needs power. Contracted and permitted power. And there ain’t no municipalities who are going to approve an Elon Musk data center in their backyard. So he knows he has to go after companies that already have it. And so his playbook (which conveniently comes at a time when the neoclouds are reeling in the market) is to spread as much fear and negative FUD as possible to try and drive down the costs of acquiring that contracted and permitted power. But if you are able to see through Elon’s FUD, you’ll also see a guy who recognizes the obvious. The demand for contracted and permitted compute power is growing many times faster than that power can be built. So common sense tells you that strongly favors the companies that have it. $IREN for example. And with $IREN in his backyard already - they are a particular target of his ire. But they are so far ahead of his nonsense that he really needs to focus on the no name struggling neoclouds.