Feb. 18 at 9:07 PM
$CHHYF Too many scalpers. For me, this is betting on a birth of peak energy company that can cater to peak energy need while AI is getting better and more useful as time goes on. Just look at Seedance 2.0 and you can see where AI is heading already. Unfortunately, as more people are getting replaced by AI and automation not of choice - an economy with more automation will force more companies want to use more energy for production. US reshore and onshore ramp up to break away from dependency from China = more energy need. Can't see why going forward companies like CHHYF would struggle for offtakes and expansions eh? I'm already sizing my position with CHHYF and only avg down not up - and will not sell unless this company becomes a real player in its space and then only then maybe I trim to reallocate the gain to something else.
