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🧵