Michael Keen
@michaelkeen.bsky.social
Strategic Management Consultant | Enterprise Architect | Scaling Businesses with People, Process, Data & Tech | Wine Enthusiast | Former Pro Alpinist |
Big earnings “beat.”
The market still said no.
Oracle’s numbers looked strong, but the cash burn and debt math told a different story.
AI demand isn’t in question.
AI economics are.
This graphic shows why the market flinched.
#Oracle #AIInfrastructure #CreditMarkets #Earnings
The market still said no.
Oracle’s numbers looked strong, but the cash burn and debt math told a different story.
AI demand isn’t in question.
AI economics are.
This graphic shows why the market flinched.
#Oracle #AIInfrastructure #CreditMarkets #Earnings
December 12, 2025 at 8:48 PM
Big earnings “beat.”
The market still said no.
Oracle’s numbers looked strong, but the cash burn and debt math told a different story.
AI demand isn’t in question.
AI economics are.
This graphic shows why the market flinched.
#Oracle #AIInfrastructure #CreditMarkets #Earnings
The market still said no.
Oracle’s numbers looked strong, but the cash burn and debt math told a different story.
AI demand isn’t in question.
AI economics are.
This graphic shows why the market flinched.
#Oracle #AIInfrastructure #CreditMarkets #Earnings
The Q1 Quarterly Intelligence Briefing is almost ready. The signals this quarter are sharper than anything I have tracked in the past year. AI has moved from experiments to production load, and the strain is real. Capital is flowing to firms w/ discipline and scale. #Intelligence #Quarterly #Outlook
December 12, 2025 at 8:37 PM
The Q1 Quarterly Intelligence Briefing is almost ready. The signals this quarter are sharper than anything I have tracked in the past year. AI has moved from experiments to production load, and the strain is real. Capital is flowing to firms w/ discipline and scale. #Intelligence #Quarterly #Outlook
The bond market is early. Always has been. When CDS spreads double in ten weeks, you pay attention. Oracle has become the credit barometer for the entire AI buildout. Ignore the noise and watch the debt curve. buff.ly/zDD5quH
November 22, 2025 at 12:16 AM
The bond market is early. Always has been. When CDS spreads double in ten weeks, you pay attention. Oracle has become the credit barometer for the entire AI buildout. Ignore the noise and watch the debt curve. buff.ly/zDD5quH
This isn’t just a policy challenge. It’s a national competitiveness issue. If we don’t align timelines, supply chains, and grid capacity, the clean energy future will stall.
#EnergyStrategy #USPolicy #CleanEnergy #ClimateLeadership
#EnergyStrategy #USPolicy #CleanEnergy #ClimateLeadership
July 17, 2025 at 2:00 AM
This isn’t just a policy challenge. It’s a national competitiveness issue. If we don’t align timelines, supply chains, and grid capacity, the clean energy future will stall.
#EnergyStrategy #USPolicy #CleanEnergy #ClimateLeadership
#EnergyStrategy #USPolicy #CleanEnergy #ClimateLeadership
Stockpiling is already happening. 50 GW of solar panels are sitting in warehouses. Expect more hoarding as timelines compress.
#EnergyEconomics #SolarBoom #GridLock #InvestmentTrends
#EnergyEconomics #SolarBoom #GridLock #InvestmentTrends
July 17, 2025 at 1:29 AM
Stockpiling is already happening. 50 GW of solar panels are sitting in warehouses. Expect more hoarding as timelines compress.
#EnergyEconomics #SolarBoom #GridLock #InvestmentTrends
#EnergyEconomics #SolarBoom #GridLock #InvestmentTrends
Transmission systems need to expand by 60% by 2030. But normalized capacity is actually declining. We’re racing forward with one foot on the brake.
#GridCapacity #RenewableEnergy #ClimateTech #PublicPolicy
#GridCapacity #RenewableEnergy #ClimateTech #PublicPolicy
July 17, 2025 at 12:22 AM
Transmission systems need to expand by 60% by 2030. But normalized capacity is actually declining. We’re racing forward with one foot on the brake.
#GridCapacity #RenewableEnergy #ClimateTech #PublicPolicy
#GridCapacity #RenewableEnergy #ClimateTech #PublicPolicy
Grid-ready land near substations is becoming more valuable than the projects themselves. Location is now a strategic moat and a source of distortion.
#Transmission #EnergyMarkets #CleanEnergy #InfrastructureGap
#Transmission #EnergyMarkets #CleanEnergy #InfrastructureGap
July 16, 2025 at 11:22 PM
Grid-ready land near substations is becoming more valuable than the projects themselves. Location is now a strategic moat and a source of distortion.
#Transmission #EnergyMarkets #CleanEnergy #InfrastructureGap
#Transmission #EnergyMarkets #CleanEnergy #InfrastructureGap
China controls 75%+ of the global solar supply chain. Even with U.S. investment, FEOC rules will choke deployment unless compliance becomes manageable.
#SupplyChain #EnergySecurity #SolarPV #FEOC
#SupplyChain #EnergySecurity #SolarPV #FEOC
July 16, 2025 at 10:21 PM
China controls 75%+ of the global solar supply chain. Even with U.S. investment, FEOC rules will choke deployment unless compliance becomes manageable.
#SupplyChain #EnergySecurity #SolarPV #FEOC
#SupplyChain #EnergySecurity #SolarPV #FEOC
The 45-day Treasury guidance delay isn’t relief, it’s the calm before the storm. Once guidance drops, competition for equipment, grid space, and labor will spike.
#CleanTech #TaxCredits #EnergyMarket #Renewables
#CleanTech #TaxCredits #EnergyMarket #Renewables
July 16, 2025 at 9:26 PM
The 45-day Treasury guidance delay isn’t relief, it’s the calm before the storm. Once guidance drops, competition for equipment, grid space, and labor will spike.
#CleanTech #TaxCredits #EnergyMarket #Renewables
#CleanTech #TaxCredits #EnergyMarket #Renewables
April 11, 2025 at 5:08 PM
A dead cat bounce? #Markets #Economics #Tariffs #TradeWars #DeadCatBounce #BearMarkets #Recession #Stagflation
April 8, 2025 at 3:59 PM
A dead cat bounce? #Markets #Economics #Tariffs #TradeWars #DeadCatBounce #BearMarkets #Recession #Stagflation
Ramadan Mubarak!
Wishing you and your loved ones a blessed and peaceful Ramadan. May this month bring you spiritual growth, strength, and endless blessings. May your prayers be answered, your heart be filled with peace, and your home with happiness.
Wishing you and your loved ones a blessed and peaceful Ramadan. May this month bring you spiritual growth, strength, and endless blessings. May your prayers be answered, your heart be filled with peace, and your home with happiness.
March 2, 2025 at 2:40 AM
Ramadan Mubarak!
Wishing you and your loved ones a blessed and peaceful Ramadan. May this month bring you spiritual growth, strength, and endless blessings. May your prayers be answered, your heart be filled with peace, and your home with happiness.
Wishing you and your loved ones a blessed and peaceful Ramadan. May this month bring you spiritual growth, strength, and endless blessings. May your prayers be answered, your heart be filled with peace, and your home with happiness.
Nuclear energy: comeback or cautionary tale? 10 states are joining forces to fast-track advanced reactors. Will streamlined permitting and financing innovation overcome decades of delays and cost overruns? #Nuclear #AI #PowerGrid https://buff.ly/3X6C6Gm
February 18, 2025 at 4:00 AM
Nuclear energy: comeback or cautionary tale? 10 states are joining forces to fast-track advanced reactors. Will streamlined permitting and financing innovation overcome decades of delays and cost overruns? #Nuclear #AI #PowerGrid https://buff.ly/3X6C6Gm
With AI and data centers driving electricity demand through the roof, the U.S. is turning to advanced nuclear tech. 10 states are coordinating to speed up deployment—but they’ll need to overcome deep-seated skepticism. #Energy #AI #Infrastructure https://buff.ly/3X6C6Gm
February 18, 2025 at 1:28 AM
With AI and data centers driving electricity demand through the roof, the U.S. is turning to advanced nuclear tech. 10 states are coordinating to speed up deployment—but they’ll need to overcome deep-seated skepticism. #Energy #AI #Infrastructure https://buff.ly/3X6C6Gm
Past nuclear projects often ran over budget and behind schedule. Can the new Advanced Nuclear First Mover Initiative learn from those mistakes and deliver reactors on time and at cost? 10 states are about to find out. #NuclearPower #AI #GridResilience https://buff.ly/3X6C6Gm
February 18, 2025 at 12:27 AM
Past nuclear projects often ran over budget and behind schedule. Can the new Advanced Nuclear First Mover Initiative learn from those mistakes and deliver reactors on time and at cost? 10 states are about to find out. #NuclearPower #AI #GridResilience https://buff.ly/3X6C6Gm
Advanced nuclear could be the key to powering AI-driven growth. A new multi-state initiative wants to prove it. But can they navigate regulatory hurdles and secure funding? We explore the challenges ahead. #AI #NuclearEnergy #Infrastructure https://buff.ly/3X6C6Gm
February 17, 2025 at 11:26 PM
Advanced nuclear could be the key to powering AI-driven growth. A new multi-state initiative wants to prove it. But can they navigate regulatory hurdles and secure funding? We explore the challenges ahead. #AI #NuclearEnergy #Infrastructure https://buff.ly/3X6C6Gm
Nuclear energy is getting a second look. 10 states just launched a joint initiative to streamline permitting, cut costs, and deploy advanced reactors. Success could transform the U.S. grid—if they can avoid past pitfalls. #Nuclear #EnergyTransition #AIDataCenters https://buff.ly/3X6C6Gm
February 17, 2025 at 10:25 PM
Nuclear energy is getting a second look. 10 states just launched a joint initiative to streamline permitting, cut costs, and deploy advanced reactors. Success could transform the U.S. grid—if they can avoid past pitfalls. #Nuclear #EnergyTransition #AIDataCenters https://buff.ly/3X6C6Gm
AI data centers need more power than ever. The Advanced Nuclear First Mover Initiative is fast-tracking advanced nuclear tech to meet the surge. However, permitting challenges, cost concerns, and public skepticism remain. Read more about what’s at stake. #EnergyFuture https://buff.ly/3X6C6Gm
February 17, 2025 at 9:26 PM
AI data centers need more power than ever. The Advanced Nuclear First Mover Initiative is fast-tracking advanced nuclear tech to meet the surge. However, permitting challenges, cost concerns, and public skepticism remain. Read more about what’s at stake. #EnergyFuture https://buff.ly/3X6C6Gm
The U.S. is betting big on advanced nuclear to power the future of AI and data centers. 10 states have formed a coalition to get reactors built faster. We examine the plan—and the risks. #AdvancedNuclear #AI #EnergyTransition https://buff.ly/3X6C6Gm
February 17, 2025 at 9:00 PM
The U.S. is betting big on advanced nuclear to power the future of AI and data centers. 10 states have formed a coalition to get reactors built faster. We examine the plan—and the risks. #AdvancedNuclear #AI #EnergyTransition https://buff.ly/3X6C6Gm
Ten states are betting on nuclear to power the AI era. But can advanced reactors deliver reliable, cost-effective energy—or will history repeat itself with delays and overruns? The Advanced Nuclear First Mover Initiative aims to find out. #NuclearEnergy #AI #GridReliability https://buff.ly/3X6C6Gm
February 17, 2025 at 8:30 PM
Ten states are betting on nuclear to power the AI era. But can advanced reactors deliver reliable, cost-effective energy—or will history repeat itself with delays and overruns? The Advanced Nuclear First Mover Initiative aims to find out. #NuclearEnergy #AI #GridReliability https://buff.ly/3X6C6Gm
The 88 WAPA layoffs are more than a staffing decision—they're a warning signal. As power demand surges, cutting grid expertise puts entire regions at risk. Energy stability is not optional.
#PowerGrid #AIInfrastructure #WorkforceReductions #EconomicImpact
#PowerGrid #AIInfrastructure #WorkforceReductions #EconomicImpact
February 16, 2025 at 2:43 AM
The 88 WAPA layoffs are more than a staffing decision—they're a warning signal. As power demand surges, cutting grid expertise puts entire regions at risk. Energy stability is not optional.
#PowerGrid #AIInfrastructure #WorkforceReductions #EconomicImpact
#PowerGrid #AIInfrastructure #WorkforceReductions #EconomicImpact
Data centers are the foundation of the digital economy—but without reliable energy, growth stalls. WAPA’s layoffs are part of a broader trend that threatens innovation. Let’s rethink how we support our energy workforce.
#EnergyPolicy #DigitalEconomy #GridReliability #EnergyTransition
#EnergyPolicy #DigitalEconomy #GridReliability #EnergyTransition
February 16, 2025 at 1:43 AM
Data centers are the foundation of the digital economy—but without reliable energy, growth stalls. WAPA’s layoffs are part of a broader trend that threatens innovation. Let’s rethink how we support our energy workforce.
#EnergyPolicy #DigitalEconomy #GridReliability #EnergyTransition
#EnergyPolicy #DigitalEconomy #GridReliability #EnergyTransition
AI is driving unprecedented electricity demand, but workforce reductions in key energy agencies are creating dangerous gaps. The recent 88 layoffs at WAPA highlight the growing risks to our grid. It’s time for action.
#EnergyInfrastructure #WorkforceCuts #GridResilience #AIandEnergy
#EnergyInfrastructure #WorkforceCuts #GridResilience #AIandEnergy
February 16, 2025 at 12:45 AM
AI is driving unprecedented electricity demand, but workforce reductions in key energy agencies are creating dangerous gaps. The recent 88 layoffs at WAPA highlight the growing risks to our grid. It’s time for action.
#EnergyInfrastructure #WorkforceCuts #GridResilience #AIandEnergy
#EnergyInfrastructure #WorkforceCuts #GridResilience #AIandEnergy
Data center energy demand is exploding. The grid isn’t ready.
Yet some experts push demand curtailment as a solution. That won’t work.
We need nuclear, HVDC, and serious grid investment—not hope.
Breakdown here: https://buff.ly/4ht3iHA
Yet some experts push demand curtailment as a solution. That won’t work.
We need nuclear, HVDC, and serious grid investment—not hope.
Breakdown here: https://buff.ly/4ht3iHA
February 13, 2025 at 1:18 AM
Data center energy demand is exploding. The grid isn’t ready.
Yet some experts push demand curtailment as a solution. That won’t work.
We need nuclear, HVDC, and serious grid investment—not hope.
Breakdown here: https://buff.ly/4ht3iHA
Yet some experts push demand curtailment as a solution. That won’t work.
We need nuclear, HVDC, and serious grid investment—not hope.
Breakdown here: https://buff.ly/4ht3iHA
Load flexibility won’t save the grid from AI demand.
AI training needs constant power
Inference workloads can’t be delayed
The grid is already at capacity
This isn’t about optimization. It’s about supply. Read more: https://buff.ly/4ht3iHA
AI training needs constant power
Inference workloads can’t be delayed
The grid is already at capacity
This isn’t about optimization. It’s about supply. Read more: https://buff.ly/4ht3iHA
February 13, 2025 at 12:17 AM
Load flexibility won’t save the grid from AI demand.
AI training needs constant power
Inference workloads can’t be delayed
The grid is already at capacity
This isn’t about optimization. It’s about supply. Read more: https://buff.ly/4ht3iHA
AI training needs constant power
Inference workloads can’t be delayed
The grid is already at capacity
This isn’t about optimization. It’s about supply. Read more: https://buff.ly/4ht3iHA