Because the electricity in the United States is not enough,

So it’s not certain that all data center orders are real.
This is what people call a potential AI bubble.
Then everyone is holding performance metrics they can’t deliver
To bet on future stock prices.
But the most sinister part is that the people working in the AI industry
Aren’t stupid. On the contrary, they’re very smart.
Either they sign mandatory lock-in contracts for 5 years,
Or they’re like TSMC—old-school, ruthless schemers—
Assuming that the orders in this world might not all be real,
So they clamp down the order quantities and capacity very tightly.
There is almost no information gap left in this world.
Everything is a speed chess game based on transparent information…
So for short-selling institutions like Citron and others,
They can only go after making up non-fiction.…