Professional experience includes working at a global asset manager with ~$250+ billion AUM focused on Sustainable Investing. Prior to joining his current role in 2021, Shanu was a Vice President and Head of ESG at First Eagle Alternative Credit, a $20 billion+ alternative asset manager.
Previous experiences include Strategic Finance at Expanse (acquired by PANW for ~$1 billion) and Tech/ Healthcare M&A banking at Evercore (~$40 billion of transaction experience).
Learn more about shanu 
Climate, Investing, NBA, & Rap. SVP, Portfolio Manager – Sustainable Investing. Prev: Head of ESG, HY Credit, Startup (acq.) IB. Own Views. RTs ≠ endorsement.
Financial Services
Chicago, IL The biggest error in current wholesale power development is the pursuit of 100% islanded campuses (without any grid connection) to serve AI infrastructure growth
The second biggest error is the pursuit of co-located modular aeroderivative and RICE thermal generation as a speed… https://twitter.com/i/web/status/2018324958464639041
Takeaways from Hubbell call:
-Data center demand driving outsized electrical segment growth: Q4 data center revenue up 60%+ YoY, full year ~40%; now exceeds 10% of HES segment sales versus much smaller share historically; guiding mid-to-high teens growth for 2026; strength from… https://twitter.com/i/web/status/2019004777246388242
My takeaways from the Eaton call:
-Data center demand hitting escape velocity: Q4 orders up ~200% YoY with sales up ~40%; order mix shifted to 50/50 cloud/AI in 2025 versus mostly cloud previously, with AI loads increasing dollar-per-megawatt content; hyperscalers reconfirmed…
Bullish?
Wolfe on Eaton's call: "Confidence in Data Center Growth: Several indicators give ETN confidence in the broader DC market. DC announcements were up >200% in 2025, and project backlog was also up 200%, which equates to ~11 years’ worth of what was built in 2025. Project… https://twitter.com/i/web/status/2018997128874414300
Anything compliance-driven probably stays pretty defensive imho. The advantages of cheaper/easier deployment accrue to the incumbents cause they already got through the slog of regulatory/compliance approvals, paperwork, processes, etc. they can accelerate their leads while even…
Contrarian take - think payments ends up being one of the most defensive segments against AI. Maybe you vibe code a payment portal, Claude ain’t getting you a money transfer license in 50 states and a compliance team to KYC.
The problem is there’s too much competition and some… https://twitter.com/i/web/status/2018857833698332745
Blue Owl always catching strays
2 Bullish?
Wolfe on Eaton's call: "Confidence in Data Center Growth: Several indicators give ETN confidence in the broader DC market. DC announcements were up >200% in 2025, and project backlog was also up 200%, which equates to ~11 years’ worth of what was built in 2025. Project… https://twitter.com/i/web/status/2018997128874414300
57:08
It has been a turbulent month in the financial sector, which could have big implications for the world of energy. Mobilising capital is vital for achieving international goals to curb greenhouse gas emissions and to adapt to the impacts
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