Energy — Theses
4 theses·Avg conviction 6.0/10·4 stale
T1never reviewed
The existing US nuclear fleet is structurally undervalued relative to what AI-power demand will pay
6.0/10
no history yetT2never reviewed
SMRs will not deliver commercial power before 2030, and the 2028-2030 window will reveal true economics
6.0/10
no history yetT3never reviewed
The grid interconnection queue is the binding constraint on the AI buildout — faster than capital, regulation, or fuel
6.0/10
no history yetT4never reviewed
Fusion is a 2030s story, not relevant to the current AI power cycle — but the capital bet is worth tracking
6.0/10
no history yetHow theses work
Each thesis has a conviction score (0–10) and a history of re-scores with reasons. A thesis is flagged stale if it hasn't been re-reviewed in 90 days — that's a signal evidence may have moved. Re-score by appending a new dated line under **History.** in the thesis markdown.