Wow
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
It’s earnings week, so keeping the energy high and the SMILE BIG! 📈
Lots happening behind the scenes at @OGAdvisors! Excited to share what I’ve been working on for 2027 with our clients $BTGO, $MARA, $BGDE, $JEV.NE, $BKKT, $NUAI, $EXOD & more.
Partnered again with @LosAngelesHODL to make great things possible 💪🏻
I wake up. Grab coffee. Go to OG market desk. Understand what my day its going to look like. What a great day at Work🤓👏🏼📈 try this out and let us know what you think.
Built for our team. Now available to you. 📊
Developed by the OG Advisory team, OG Market Desk began as an internal platform to support our daily market monitoring, research, and analysis across Bitcoin, AI, HPC, and Digital Asset Infrastructure.
It’s a real-time sentiment terminal that brings together news, investor reactions, and sector context to help investors see how the market is responding beyond price alone.
Now, we’re taking what we’ve built and making it accessible to the broader community of investors and market enthusiasts.
See what’s shaping the move.
Explore OG Market Desk: ogmarketdesk.com
$BTGO!
Let’s activate the reminder!
$BTGO will report Q3 2026 Financial Results after market close on Mon Nov 9.
Management will host a call on Mon Nov 9 @ 5pm ET to discuss the Company's recent business developments and operational progress.
businesswire.com/news/home/2…
Everyone is running from neoclouds. I'm looking at the landlord.
The bear case on CoreWeave $CRWV and the rest is real. Billions in debt secured by GPUs that may be worth half as much in three years, bonds yielding near 16%, and a handful of customers holding up the whole thing.
But notice who carries that risk. The company that buys the chips.
$BGDE doesn't. It owns energized grid power, 169 MW across four sites with a path to 266 MW, and the tenant brings the GPUs. Its Hood County JV signed an LOI with Tensor IQ for 7,748 B300s at a site that's already live, with about $546M of potential power-lease revenue over 15 years.
In a cycle where everyone is short on power and long on debt, I'd rather own the plug than the chip. Management owns a big chunk of the company.
It's tiny, it still burns cash, and the LOI isn't binding yet. Nov 5 earnings will tell us a lot.
But if the neocloud shakeout happens (even in a less drastic way than the market is starting to price in), the survivors still need somewhere to plug in.
This is how I’m playing the AI buildout.
Every workout is a vote for the person you’re becoming. If you read this: keep becoming. There is always another level of you waiting.
Walking into the next quarter with a lot of momentum.😎
September was a big month at @OGAdvisors . We brought our community together in NYC for OG After Dark at @PubKey , creating a room where our clients, investors, industry leaders and partners could connect, share ideas and build real relationships across digital assets, fintech and AI infrastructure.
The impact went beyond the event itself more visibility for our clients, stronger connections across our portfolio, new conversations and a lot of momentum heading into.
I’m very excited for what @OGAdvisors is about to launch next…
Stay tuned. 👀
Analys Falchuk retweeted
A reminder to ask yourself: Why do I want what I say I want?
As we start a new Jewish year, I am making a personal commitment to live from abundance starting today 09/22/26.
These are the 10 principles I’m choosing to practice:
1. Source : I trust God as the ultimate source of abundance.
2. Identity : I don’t want to constantly chase abundance. I want to become the kind of person who lives from it.
3. Grace : I practice gratitude for what I receive, including the challenges that shape me.
4. Opportunity : I believe opportunities are abundant, but I also have a responsibility to prepare myself, recognize them, and act.
5. Resilience : Losing is part of winning. Falling is part of growing. I refuse to let setbacks define what is possible for me.
6. Commitment : I approach money with intention and purpose not simply to survive, but to build, create, serve, and expand.
7. Giving : I want to give generously: my time, knowledge, energy, connections, love, and resources.
8. Consciousness : I think, speak, feel, and act from a place of abundance. Abundance follows those who choose to live from it.
9. Purpose : Money is a tool for building the life and impact I believe I’m here to create. It serves my purpose my purpose does not serve money.
10. Investment : I invest in myself: my body, mind, soul, education, relationships, and environment.
For me, abundance is becoming less about having more and more about expanding my capacity to receive more, create more, give more, and become more.
This is the energy I’m committing myself to live from. 🤍
Analys Falchuk retweeted
$BKKT recently raised its 2026 Total Transacting Volume target from ~$2.5B to ~$3B, citing stronger customer demand and a larger commercial pipeline.
Read more:
investors.bakkt.com/news-rel…
Thanks for joining OG AFTER DARK 2026.
Analys Falchuk retweeted
You should def be in our group chat! $BTGO nitter.gq/i/chat/group_join/g203…
A reminder to ask yourself: Why do I want what I say I want?
As we start a new Jewish year, I am making a personal commitment to live from abundance starting today 09/22/26.
These are the 10 principles I’m choosing to practice:
1. Source : I trust God as the ultimate source of abundance.
2. Identity : I don’t want to constantly chase abundance. I want to become the kind of person who lives from it.
3. Grace : I practice gratitude for what I receive, including the challenges that shape me.
4. Opportunity : I believe opportunities are abundant, but I also have a responsibility to prepare myself, recognize them, and act.
5. Resilience : Losing is part of winning. Falling is part of growing. I refuse to let setbacks define what is possible for me.
6. Commitment : I approach money with intention and purpose not simply to survive, but to build, create, serve, and expand.
7. Giving : I want to give generously: my time, knowledge, energy, connections, love, and resources.
8. Consciousness : I think, speak, feel, and act from a place of abundance. Abundance follows those who choose to live from it.
9. Purpose : Money is a tool for building the life and impact I believe I’m here to create. It serves my purpose my purpose does not serve money.
10. Investment : I invest in myself: my body, mind, soul, education, relationships, and environment.
For me, abundance is becoming less about having more and more about expanding my capacity to receive more, create more, give more, and become more.
This is the energy I’m committing myself to live from. 🤍
Analys Falchuk retweeted
Eighteen months ago, several of these companies were pure-play Bitcoin miners. Today, they're capital allocators in the power infrastructure underpinning the AI buildout.
The scale here is hard to overstate: public miners have signed over $70B in cumulative AI/HPC contracts, and ERCOT alone has 470+ gigawatts of interconnection requests in queue, roughly 90% of it data centers. The gap between what's announced and what actually gets built is the story to watch.
@SolunaHoldings @BigDigital @Sphere3D @lincolntan89 Thank you for joining OG AFTER DARK 2026!
