Investor Opportunity Screener
Filter the sourced investment evidence register. Announced amounts are not realized capital. Unknown fields remain unknown; risk is not automatically scored.
Value filter applies only to project amounts explicitly denominated in USD billions; other currencies and unknown values are excluded when this filter is set. The company/investor filter does not establish beneficial ownership.
Scenario & Forecasting Lab
Deterministic sensitivity models. Change assumptions; calculations are illustrative conditional scenarios, not statistically fitted predictions.
Model results
Methodology, formulas & definitions
Data hierarchy: all scenario inputs are user-editable illustrative assumptions unless individually cited with a source, value date and unit. The published data center capacity context has unresolved IT-versus-facility classification and is not silently used as modeled IT capacity.
AI power: annual facility kWh = IT MW × 1,000 × utilization × PUE × 8,760. Operating surplus = annual service revenue − electricity bill − other modeled operating costs. Break-even tariff divides revenue after other costs by energized kWh. Rationing is modeled as a proportional fall in revenue and delivered kWh; real-world backup generation, contracts and outage consequences are omitted.
Commodity exposure: surplus = revenue after assumed demand loss + assumed customer cost pass-through − shocked commodity costs − shocked logistics costs − other modeled costs. Buffer runway = available inventory days / 7. Uncovered supply gap = max(0, delayed days − inventory days). No automatic relationship between pass-through and customer demand is inferred.
Fuel import: import bill in IDR = barrels × oil USD/bbl × IDR/USD. Apply the oil-price and exchange-rate stress together, once. The cost-neutral oil price under shocked FX is base price × base FX / stressed FX. This is not a budget subsidy, bankruptcy, capital control or sovereign risk forecast.
Breaking point caveat: model thresholds depend on the specified revenue/cost scope and simplifying assumptions. They are not externally verified investment ratings, default probabilities or advice to exit.
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