{"version":"market-claims.v1","claim":{"id":"mcl_777ce405d1f3f0ad05","url":"/trace/claims/mcl_777ce405d1f3f0ad05","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Microsoft keeps climbing as it doubles its data-center footprint and signs decade-long power offtakes to feed AI, with the spending pause now firmly over.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=i7N_-ctMQgI&t=3029s","sourceUrl":"https://youtube.com/watch?v=i7N_-ctMQgI","timecode":"50:29","startMs":3029000,"endMs":null,"excerpt":"2.5 gigs. Yeah, 2.5 gigs. That's a huge campus. Wow. That's really, really good. Chevron, Microsoft, and Engine One have entered into an exclusivity agreement related to a proposed power generation and electricity offtake arrangement. Chevron and Engine One had previously discussed details of their proposed power plant, but not the end user of the electricity. A deal with Microsoft would secure a long-term customer for the plant's output and help finance construction."},"performance":{"entryPrice":369.46,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"source":{"platform":"YOUTUBE","title":"Eddy Cue Joins for Apple's 50th, Artemis Launch, Jamie Dimon's Plan, Save Snap Now, SpaceX IPO","sourceUrl":"https://youtube.com/watch?v=i7N_-ctMQgI","publishedAt":"2026-04-01T18:46:54.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=i7N_-ctMQgI&t=3029s","sourceUrl":"https://youtube.com/watch?v=i7N_-ctMQgI","timecode":"50:29","startMs":3029000,"endMs":null,"excerpt":"2.5 gigs. Yeah, 2.5 gigs. That's a huge campus. Wow. That's really, really good. Chevron, Microsoft, and Engine One have entered into an exclusivity agreement related to a proposed power generation and electricity offtake arrangement. Chevron and Engine One had previously discussed details of their proposed power plant, but not the end user of the electricity. A deal with Microsoft would secure a long-term customer for the plant's output and help finance construction.","quote":"2.5 gigs. Yeah, 2.5 gigs. That's a huge campus. Wow. That's really, really good. Chevron, Microsoft, and Engine One have entered into an exclusivity agreement related to a proposed power generation and electricity offtake arrangement. Chevron and Engine One had previously discussed details of their proposed power plant, but not the end user of the electricity. A deal with Microsoft would secure a long-term customer for the plant's output and help finance construction.","speaker":"Jordi Hays"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":369.46,"currency":"USD","observedAt":"2026-04-01T18:46:54.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"MSFT","assetClass":"EQUITY","price":369.46,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:MSFT","observedAt":"2026-04-01T18:46:54.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}