Abbott to every datacenter in the ERCOT queue: nobody eats until we've checked your receipts. Zero energization approvals until the audit wraps. The queue sits at ~474 GW, which is 5x ERCOT's record peak, and practically ALL datacenters, so most of those booked tables were no-shows for brisket.... We are staying bullish, and here's why👇️ 1/3🧵

Nothing in this audit is new for serious developers. Batch Zero already made them show studies, signed agreements, financial security and site control. The new asks: what subsidies you're taking, how you affect the neighbours , and smaller projects that were previously too small to be covered now get checked too. ERCOT also kept the most advanced projects moving, they hold their place in the study calendar while the audit runs, and can energize once they clear it. (2/3)

Nobody's fighting it. Dozens of companies have said they'll comply! This Thursday is the day to watch: the PUCT votes on ERCOT's requests and the audit's scope and timing get set. Phantom load get the chopper, but real projects come out with a state stamp on them ✅️ Full analysis and MORE is found in the SemiAnalysis Energy Model: (3/3)