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Pennsylvania power bills going up December 1st. The increase is 800% ‌ Capacity price $29.50/ megawatt per day New Capacity price $270.35/ megawatt per day ‌ This is a 800% increase and customers will pay $2.18 billion dollars more ‌ Pittsburgh news says it’s due to data centers ‌...

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Wall Street Apes

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452,788 次观看 • 10 个月前 •via X (Twitter)

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Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.
0:24

Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.

Wall Street Mav

47,407 次观看 • 10 个月前

My jaw literally dropped American shows the increase in her power and water bill since her state became the data center capital of the world She shows her Virginia power bill from 2024, 2025, then what it’s at today in 2026. She then shows her water bill too…. (Holy crap) When they tell you that data centers aren’t going to increase your power and water bills, bookmark this video and sent it to them - 70% of the world’s internet traffic goes through Virginia - They have about 377 data centers operational - 850+ more planned or under construction Residents are very clearly the ones paying the bills
1:23

My jaw literally dropped American shows the increase in her power and water bill since her state became the data center capital of the world She shows her Virginia power bill from 2024, 2025, then what it’s at today in 2026. She then shows her water bill too…. (Holy crap) When they tell you that data centers aren’t going to increase your power and water bills, bookmark this video and sent it to them - 70% of the world’s internet traffic goes through Virginia - They have about 377 data centers operational - 850+ more planned or under construction Residents are very clearly the ones paying the bills

Wall Street Apes

166,667 次观看 • 24 天前

Fox Business' Darren Botelho presses VP JD Vance on the administration's push for more data centers in response to a Fox News poll showing 70% of voters don't want a data center in their area. "I've seen the same polls that you're talking about... People associate data centers with 'my neighborhood is going to get worse.' In particular, 'my power bills are going to go up.'" Vance says the solution is to build nuclear and other power plants near data centers, insisting that the broader goal is getting American industry "to build again."
0:43

Fox Business' Darren Botelho presses VP JD Vance on the administration's push for more data centers in response to a Fox News poll showing 70% of voters don't want a data center in their area. "I've seen the same polls that you're talking about... People associate data centers with 'my neighborhood is going to get worse.' In particular, 'my power bills are going to go up.'" Vance says the solution is to build nuclear and other power plants near data centers, insisting that the broader goal is getting American industry "to build again."

Fox News

111,895 次观看 • 24 天前

On July 1st, New York City will raise water and sewer rates another 6% This will be the 6th increase in just 5 years, brining the total increase to 35% You’re not using more water, you’re just paying 35% more on your bill for the same water usage In addition to this, New Yorkers Property Taxes, Insurance and other Utilities also keep going up If you combine all these together, the increase over the past 5 years comes out to about an extra $8,000-$15,000 in extra costs It all adds up
1:58

On July 1st, New York City will raise water and sewer rates another 6% This will be the 6th increase in just 5 years, brining the total increase to 35% You’re not using more water, you’re just paying 35% more on your bill for the same water usage In addition to this, New Yorkers Property Taxes, Insurance and other Utilities also keep going up If you combine all these together, the increase over the past 5 years comes out to about an extra $8,000-$15,000 in extra costs It all adds up

Wall Street Apes

69,795 次观看 • 3 个月前

“It’s about $1 million a megawatt all-in, between infrastructure and compute, to build a Bitcoin mining site. The AI site, just the infrastructure without compute, is $10 to $15 million a megawatt.” $MARA CEO Fred Thiel points out the math of Bitcoin miners pivoting to AI: An AI data center costs 10-15x more per megawatt to build than a Bitcoin mine but it earns far more per unit of power. And because the tenants are companies like Google, banks will actually finance it. The pricier build is the easier one to fund. Don’t miss the full interview streaming now.
5:46

“It’s about $1 million a megawatt all-in, between infrastructure and compute, to build a Bitcoin mining site. The AI site, just the infrastructure without compute, is $10 to $15 million a megawatt.” $MARA CEO Fred Thiel points out the math of Bitcoin miners pivoting to AI: An AI data center costs 10-15x more per megawatt to build than a Bitcoin mine but it earns far more per unit of power. And because the tenants are companies like Google, banks will actually finance it. The pricier build is the easier one to fund. Don’t miss the full interview streaming now.

Natalie Brunell ⚡️

45,375 次观看 • 2 个月前

San Francisco residents will start to pay more for their water and sewer bills starting tomorrow Residents have had 6 increase in the past 5 heads and 2 more have been approved. This new increase is 23% and will cost the average family $500 more per year “The Public Utilities Commission approving a 23% hike over 2 years. That was back in April the 1st. A 10.5% increase starts tomorrow. Another 12.5% hike goes into effect next July. For an average family, that will be more than $500 extra a year.” There has been about 6 adjustments over 5 years with the new approval adding 2 more phased hikes With those new increases that’s about a 64% increase on their bills over this time
1:10

San Francisco residents will start to pay more for their water and sewer bills starting tomorrow Residents have had 6 increase in the past 5 heads and 2 more have been approved. This new increase is 23% and will cost the average family $500 more per year “The Public Utilities Commission approving a 23% hike over 2 years. That was back in April the 1st. A 10.5% increase starts tomorrow. Another 12.5% hike goes into effect next July. For an average family, that will be more than $500 extra a year.” There has been about 6 adjustments over 5 years with the new approval adding 2 more phased hikes With those new increases that’s about a 64% increase on their bills over this time

Wall Street Apes

67,345 次观看 • 2 个月前

CATHIE WOOD: "21 million units, were up to 20 million that have been minted. Only one more million to go." "Bitcoin is mathematically metered. There will be no supply response'' ''And right now the supply is increasing at 0.9% roughly per year which is lower than gold's long term'' ''In the next two years will be down to 0.45% increase per year. So there's real scarcity value evolving now."
2:12

CATHIE WOOD: "21 million units, were up to 20 million that have been minted. Only one more million to go." "Bitcoin is mathematically metered. There will be no supply response'' ''And right now the supply is increasing at 0.9% roughly per year which is lower than gold's long term'' ''In the next two years will be down to 0.45% increase per year. So there's real scarcity value evolving now."

Trending Bitcoin

49,727 次观看 • 3 个月前

🚨 NOW: In a major blow to the "experts," President Trump reveals US customers of American Electric Power will get $16 BILLION in electricity cost offsets by AI data centers — and more is coming "$16 BILLION. Think of that!" 👏🏻 He's singlehandedly blocking AI data centers from jacking up rates!
0:57

🚨 NOW: In a major blow to the "experts," President Trump reveals US customers of American Electric Power will get $16 BILLION in electricity cost offsets by AI data centers — and more is coming "$16 BILLION. Think of that!" 👏🏻 He's singlehandedly blocking AI data centers from jacking up rates!

Eric Daugherty

125,476 次观看 • 2 个月前

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?
2:25

The biggest power grab since Standard Oil is happening today and almost nobody is paying attention. Tech companies are building their own power grid. They're about to produce more electricity than entire COUNTRIES. Right now at the White House, CEOs from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI are signing a pledge that most people will scroll past. But it might be the most important business deal of the decade. They're committing to build, bring, or buy 100% of their own electricity for every new AI data center. Their own power plants. Their own transmission lines. Their own energy infrastructure. These are SOFTWARE companies agreeing to become power utilities. Here's why this matters for everyone reading this: By the end of this year, at least 5 US data centers will each consume over 1 gigawatt of continuous power. 1 gigawatt powers 850,000 homes. 5 of these facilities will use more electricity than some entire countries. The US grid physically cannot handle it. Capacity prices in the PJM grid, which covers 13 states, exploded from $28.92 per megawatt-day to $329.17 in just two years. That's literally a 1,000% increase. So what do you do when the grid can't support you? You stop using the grid. Amazon is buying nuclear reactors. Microsoft restarted Three Mile Island. Meta signed 20-year nuclear deals. Chevron is building a 2.5 gigawatt natural gas plant in West Texas specifically to power data centers. These companies aren't supplementing the grid. They're replacing it. For themselves. Think about what's actually happening here: 7 companies now control more computing power than most governments. And today they're signing paperwork to control their own energy supply too. Computing. Data. Energy. Infrastructure. That's not a "tech" company anymore. A Harvard energy law professor already called the pledge "meaningless" because utilities in PJM are spending tens of billions on power projects for data centers and those costs are STILL being spread across ratepayers anyway. The pledge has zero legal teeth. No enforcement mechanism. No compliance monitoring. No penalty for breaking it. It's a political move designed to get tech companies through the midterms without becoming the villain of every campaign ad about electricity bills. But the underlying shift is real and irreversible: Tech companies are becoming energy companies. Energy companies are becoming AI infrastructure. And the line between Big Tech and Big Energy is about to disappear completely. The big question here: When seven companies control both the world's intelligence AND the power that runs it, who exactly is governing who?

Ricardo

146,789 次观看 • 6 个月前

Pritzker: The economic opportunity of building new clean power is enormous. So today, I’ve issued an executive order designed to speed up the development of new clean nuclear power so we can increase our electricity supply and secure our energy future. My goal is to deliver at least two gigawatts of new clean nuclear capacity in our state — enough to power up to two million Illinois homes. For Illinois households and businesses, expanded supply will make electricity less expensive, more reliable, and cleaner — while creating thousands of jobs and maintaining our state’s status as a net energy exporter.
1:22

Pritzker: The economic opportunity of building new clean power is enormous. So today, I’ve issued an executive order designed to speed up the development of new clean nuclear power so we can increase our electricity supply and secure our energy future. My goal is to deliver at least two gigawatts of new clean nuclear capacity in our state — enough to power up to two million Illinois homes. For Illinois households and businesses, expanded supply will make electricity less expensive, more reliable, and cleaner — while creating thousands of jobs and maintaining our state’s status as a net energy exporter.

Acyn

20,834 次观看 • 7 个月前

Dangote: We will give up more shares. We are locked at 85%. There is so much demand definitely, we would be able to increase the number of allocations. Rather than $1.6 billion, maybe we'll go to $2 billion or more. We can go about 35% more. I cannot see my driver's money being returned. We will do whatever it takes to satisfy people who actually requested and paid for the shares.
1:23

Dangote: We will give up more shares. We are locked at 85%. There is so much demand definitely, we would be able to increase the number of allocations. Rather than $1.6 billion, maybe we'll go to $2 billion or more. We can go about 35% more. I cannot see my driver's money being returned. We will do whatever it takes to satisfy people who actually requested and paid for the shares.

Imran Muhammad

46,729 次观看 • 13 天前

🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."
1:29

🚨 JUST IN: President Trump has just announced an agreement with tech companies REQUIRING THEM to fully cover the cost of increased electricity production required for their data centers This has been a HUGE worry of Americans worried about their electric bills spiking as more and more data centers are built, so Trump stepped in. Trump says the new electricity generated from plants built by big tech firms will actually DRIVE DOWN energy prices for consumers, as excess power will go back into the grid. "This is an HISTORIC win for countless American families and will also make our electricity grids stronger and more resilient than ever before." "They will be getting a lot of excess electricity for the data centers where they build their own plants." "It's actually going to mean the prices come DOWN."

Nick Sortor

711,263 次观看 • 6 个月前

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.
5:06

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Melvin

108,068 次观看 • 2 个月前

"The Honorable Elijah Muhammad said God is going to force the enemy to treat you worse and worse by the day! Every day he is going to treat you more and more evil! So don't think you've run out of hearing about "Black suffering" and "Black death and slaughter" — oh no... It's going to increase! Increase for what? So that your "agreement with hell," as Isaiah the Prophet says, "will not stand." You'll have to come away from your 400-year-old enemy, and build a nation of your own, or suffer the consequences."-Farrakhan
2:30

"The Honorable Elijah Muhammad said God is going to force the enemy to treat you worse and worse by the day! Every day he is going to treat you more and more evil! So don't think you've run out of hearing about "Black suffering" and "Black death and slaughter" — oh no... It's going to increase! Increase for what? So that your "agreement with hell," as Isaiah the Prophet says, "will not stand." You'll have to come away from your 400-year-old enemy, and build a nation of your own, or suffer the consequences."-Farrakhan

GEN

18,866 次观看 • 1 年前

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately
13:33

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

Wall Street Apes

57,720 次观看 • 4 个月前

🚨 BREAKING: Tom Homan just said ICE is about to surge more WORKSITE illegal alien raids as agents get deployed into the field Arrests are also about to increase LET'S GO!! 🇺🇸 "We'll put more agents in the field. You're going to see arrests go up! You're going to see more worksite enforcement operations coming!" "So you're going to see a ramp-up in immigration enforcement in this country. That's what the American people voted for, and that's what President Trump is going to give them." 🔥🔥🔥
0:40

🚨 BREAKING: Tom Homan just said ICE is about to surge more WORKSITE illegal alien raids as agents get deployed into the field Arrests are also about to increase LET'S GO!! 🇺🇸 "We'll put more agents in the field. You're going to see arrests go up! You're going to see more worksite enforcement operations coming!" "So you're going to see a ramp-up in immigration enforcement in this country. That's what the American people voted for, and that's what President Trump is going to give them." 🔥🔥🔥

Eric Daugherty

82,587 次观看 • 5 个月前

In the last five months, stocks building the infrastructure behind AI and data centers went up 30-200% while the S&P did 3%. These companies are WINNING government contracts to rebuild America's power grid. - A nuclear startup is building mini reactors for Meta - The largest grid contractor in North America has a $44 billion backlog of signed deals - A fuel cell company just signed a contract to power Oracle's data centers with the electricity of 2 million homes - The only US company producing uranium from two active mines is up 30% The executive orders, contracts, and backlogs were all public. Institutional money saw it and positioned then. I posted a thread breaking down all 14 companies - what each company does, why they're most likely to win the contracts and the framework behind finding them. Read the full thread below.
0:48

In the last five months, stocks building the infrastructure behind AI and data centers went up 30-200% while the S&P did 3%. These companies are WINNING government contracts to rebuild America's power grid. - A nuclear startup is building mini reactors for Meta - The largest grid contractor in North America has a $44 billion backlog of signed deals - A fuel cell company just signed a contract to power Oracle's data centers with the electricity of 2 million homes - The only US company producing uranium from two active mines is up 30% The executive orders, contracts, and backlogs were all public. Institutional money saw it and positioned then. I posted a thread breaking down all 14 companies - what each company does, why they're most likely to win the contracts and the framework behind finding them. Read the full thread below.

Felix Prehn 🐶

96,122 次观看 • 4 个月前

There's really two issues going on across the country regarding data centers because we have no power left on the grid, and so everybody knows that. It's a, it's been a national story for two years now. We have fallen behind our adversary, China, in developing new sources of power. They are going to beat us at this rate in AI which is a huge concern. Think about the Cold War or the Space Race or atomic power and then nukes, missiles, et cetera. It's akin to that, except this is far more sinister. The country with the best AI is gonna win the wars. They'll have the best robotics, the best ordnance, the most precision ones, and they'll be able to predict outcomes much better. So I, along with other people, are on a mission to stop that from happening.
2:11

There's really two issues going on across the country regarding data centers because we have no power left on the grid, and so everybody knows that. It's a, it's been a national story for two years now. We have fallen behind our adversary, China, in developing new sources of power. They are going to beat us at this rate in AI which is a huge concern. Think about the Cold War or the Space Race or atomic power and then nukes, missiles, et cetera. It's akin to that, except this is far more sinister. The country with the best AI is gonna win the wars. They'll have the best robotics, the best ordnance, the most precision ones, and they'll be able to predict outcomes much better. So I, along with other people, are on a mission to stop that from happening.

Kevin O'Leary aka Mr. Wonderful

17,223 次观看 • 4 个月前