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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

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Shay Boloor

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