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Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

Shay Boloor

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837,985 次观看 • 9 个月前 •via X (Twitter)

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Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

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Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

Shay Boloor

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Here’s what I covered today on Fox: • $TSLA long-valued future is finally crossing into reality • $ORCL is becoming the AI data nerve center • AI can’t scale if the grid doesn’t -- & right now, the grid is the biggest bottleneck: $CCJ, $CEG, $EOSE, $NVTS, $OKLO, $VRT

Here’s what I covered today on Fox: • $TSLA long-valued future is finally crossing into reality • $ORCL is becoming the AI data nerve center • AI can’t scale if the grid doesn’t -- & right now, the grid is the biggest bottleneck: $CCJ, $CEG, $EOSE, $NVTS, $OKLO, $VRT

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As data centers push US electricity demand toward a projected 20% increase over the next decade, one overlooked power source is getting a second look: geothermal. Wall Street Week has more

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The U.S. Secretary of Energy explains why electricity gets cheaper when more power is built which is why fast-growing data center states often have cheaper power than NY, CA & MA. Big data centers create the demand that makes new power projects worth building.

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🚨FINAL WARNING: If you’ve ever doubted $IREN, $NBIS, $CIFR here’s your sign: Jon Gray is President and Chief Operating Officer of Blackstone Inc. “It start with the picks and shovels, with things like chips, data centers and power at massive scale.” “We have really focus on the right two circles here.” Blackstone is the world’s largest alternative asset manager, with approximately $1.24 trillion in assets under management.

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$NVDA CEO is telling you to buy energy stocks He is literally saying demand will 1000x Stocks positioned to benefit: - $CEG - $VST - $OKLO - $BE - $GEV - $IREN “This is the best time in the history of humanity to invest in sustainable energy” In 2025, he was early on semis and neoclouds: - $NBIS at $22 → +600% - $INTC at $23 → +500% - $SNDK at $275 → +400% - $CRWV at $40 → +200% - $TSM at $240 → +80% He’s not guessing. He’s showing you the roadmap. Are you going to ignore him again?

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'Big Short' investor Steve Eisman : “AI is still the trade and the power part of the story is interesting.” Scarcity rents accrue to whoever can deliver electrons, not just GPUs. GS models +165% data center power demand by 2030. Nuclear + grid names already signing 10–20yr deals ( $CEG – $META). Beneficiaries: $CEG, $OKLO, $BWXT, $GEV, $VST, $PWR (+ $NVDA, $AMD, $SMCI still ride).

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Stocks always retest the 200-day MA. After big runs in $MU, $GOOGL, $PLTR, $OKLO, $ASTS, $RKLB, $ONDS, $IREN & $NBIS a reset to support is normal. FOMO is emotional but patience is how Buffett got rich.

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Is the power demand for A.I. data centers impacting the electric bills of everyday Americans? Secretary Doug Burgum says that is "100 PERCENT FALSE."

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