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Chapter 05 / 16

Evidence System

Filings, earnings, and technical sources come first; social signals discover and challenge ideas, not replace facts.

Source Quality Notes

  • Direct / traceable X: Serenity profile and post URLs were reachable as URLs but not fully readable in the browser extract; search snippets exposed limited text. Treat these as traceable but not fully auditable.
  • Second-hand but useful: TradingKey, 21jingji, Johnson Lee, Futunn/Moomoo search snippets, and repost accounts summarize Serenity or other X commentary. These are useful for extracting formulas, not for validating holdings or returns.
  • Corroborating industrial evidence: Broadcom/Apollo/Blackstone AI XPV release, Sivers/Jabil and Sivers/GF releases, Penguin CXL release, Data Center Dynamics power-cancellation report, and Nvidia optics releases are stronger evidence than social commentary.

First Automation Query Set

Use these queries weekly:

  • "AI data center" "onsite power" hyperscaler
  • "AI data center" "behind-the-meter"
  • "data center" "transformer lead times"
  • "data center" switchgear backlog
  • "AI data center" "liquid cooling" partnership
  • "data center" "time-to-power"
  • "FERC" "data center" interconnection
  • "ERCOT" "large load" "data center"
  • "PJM" "data center" load growth
  • "flexible load" "AI data center"

Use these source types:

  • Company earnings transcripts and investor presentations.
  • FERC / RTO / ISO filings.
  • Utility integrated resource plans.
  • Hyperscaler sustainability and infrastructure announcements.
  • Data Center Dynamics, Data Center Knowledge, SemiAnalysis, Bessemer, Latitude Media, Canary Media.
  • Job postings for power procurement, grid interconnection, data center electrical engineering.