Michelle
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shellativism.bsky.social
Michelle
@shellativism.bsky.social
Roses are red. Violets are blue. I’m not very creative.

Finance/investments for a US utility. Liverpool fan. Occasional baker. Views and sarcasm are my own.
Please stay! Or at least come visit more often.
January 16, 2026 at 6:40 PM
This is how I found out LIV is not getting this particular reinforcement in the xfer window. Outcome is not surprising… but it is amusing that I learned to check the LIV feed via the Fintwit feed.
January 16, 2026 at 6:38 PM
I bet it’s gonna hurt if he has to keep smiling in interviews after he’s not appointed. Slowly dying a little more inside each time while outwardly smirking.
January 16, 2026 at 4:42 PM
Wish I didn’t think they are counting on that.
January 8, 2026 at 4:39 PM
Tips on how to be accountable for porn use?
January 8, 2026 at 12:35 AM
And data extraction. Also successful.
January 1, 2026 at 4:32 PM
This was such a cringe listen. I would listen to Nilay interview almost anyone… but this one really tested that premise.
December 30, 2025 at 10:54 PM
O Holy Night
open.spotify.com
December 23, 2025 at 3:40 PM
My brother says the exact same thing… except more graphically 😬 The dude will do literally any other home renovation project (our dad was a contractor) but not that.
December 9, 2025 at 5:29 PM
This medley has always been my favorite. A little bit of everything.

open.spotify.com/track/2C7nU9...
Christmas Songs
open.spotify.com
December 8, 2025 at 10:25 PM
My assumption is that these factors are understood in his peer group and that “electrons” has become the shorthand used to describe it. It still sounds wacky to other audiences.
November 20, 2025 at 11:08 AM
If incremental demand for power from these huge data centers can’t be met by existing resources then growth is slowed by the need to construct new generating resources and/or to expand the grid. Backlogs for new equipment stretch out for years and rehabbing retired nuclear units is not speedy.
November 20, 2025 at 11:08 AM
It may be nuance but I interpreted it differently. Hyperscalers can construct data centers rapidly and in increasingly larger footprints. But access to the grid (electrons) can be a constraint on actual growth.
November 20, 2025 at 11:08 AM
Within utility industry the gas traders refer to “molecules” on the regular. This seems a flavor of that - using lingo that signals one thing to a group of industry peers and another to… well… everyone else.
November 19, 2025 at 5:19 PM
They know but don’t care. They also trust that enough people who hear about it ALSO will not know so it will seem like assistance. Cynical.
November 16, 2025 at 4:52 PM
The constant smile. I could not take him seriously even if he was worthy of it.
November 16, 2025 at 4:45 PM
Did you though?
November 15, 2025 at 2:07 PM
Duh! It’s just science. /s
November 10, 2025 at 11:32 PM