In a recent interview, Mark Zuckerberg of Meta stated that energy limitations will impede the expansion of AI data centers. Previously, there were also views expressing that energy is a key factor limiting AI development. In January, OpenAI CEO Sam Altman also pointed out at the World Economic Forum in Davos that artificial intelligence will consume more electricity than people anticipate, and future develop...
As semi-companies continue to hit record highs, some analysts are looking beyond chips to other sectors to find the next wave of possible AI beneficiaries. According to Morgan Stanley’s research, the full-scale application of AI will lead to exponential growth in data centers, and investment opportunities may arise in the area of “data center infrastructure. 📈This includes server rooms, servers, networks, and internet power...
Bank of America Merrill Lynch said in its latest research report that with the rapid development of AI technology, the electricity demand of the US power grid will face unprecedented growth. 📈 From 2023 to 2030, U.S. electricity demand is expected to grow at a compound annual growth rate (CAGR) of 2.8%. Leading analysts have also pointed out that as AI infrastructure construction progresses, the power infrastructure and energy sector will become a major trading theme...
10baggerbamm :
rather than pick an individual company you can buy a basket like UTSL. it's a 3X leveraged ETF on the top 10 largest utility companies in the United States. even without the accelerating demand from AI the only thing that's holding this sector down our rate cuts if you pull a 3-year 5-year chart you'll see what the upside is and as soon as rate cuts start whether it's in July September December January of next year there's an enormous upward movement that's going to happen to this entire basket
Shootingstar :
They wrong the printing of fiat currency is consuming more energy then anything in the world atm. Not crypto not plastic not ai. Countries which have faced hyperinflation and currency devaluation are printing trillions of trillions
After US inflation data came out, I chatted to Charles Payne on Fox News at 4.50am Sydney time (2.50 CT time), about what it means, and why investors don't need to panic US inflation rose more than expected for the 3rd month. Now US interest rates are only expected to be cut twice, not three times US inflation was hotter than expected for the3rd monthfueled by rises in oil, electricity, takeaway food...
Energy stocks are outpacing the$标普500指数(.SPX.US)$'s 9.1% gain this year to date after the sector emerged as the top performer among the index's 11 sectors in March. So far this year, the sector is the second-best performer after only the megacap-tech-heavy communication-services group. The surge in energy stocks in 2024 isn't just due to climbing crude oil prices, which are at...
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lightfoot :
the indexes are up- stocks falling. The charts said they should be climbing. u need a well program supercomputer to make $5 profit. This is a roulette Wall Street wheel you can't win. There is something very corrupt with Wall Street. THE HOUSE WHEEL
Uranium and uranium stocks are looking increasingly attractive as demand rises for clean and cheap energy. Add in the AI and data centre demand...and supply cannot keep up. Why am I talking about uranium? Uranium stocks are looking increasingly bullish as we have now entered an upgrade cycle for the uranium sector, and companies; with banks, and ratings agencies upgrading the future clean energy sou...
Constellation Energy股票讨论区
通过 RS rating 配合高基本面整理出一些名字👇
$Oscar Health(OSCR.US)$价格需要进一步压缩以降低风险比
$Constellation Energy(CEG.US)$图形方面目前都很好
$Applovin(APP.US)$ 需要更紧密的价格,突破时RS和价格要同步
$美光科技(MU.US)$ 目前图形只完成不到一半,还需要继续整理。
$英伟达(NVDA.US)$ 自3月8日起,排除小的派发日,大型派发日目前有5天,基本面几乎无敌,但还需要较长时间整理。
$Viking Therapeutics(VKTX.US)$ 需要看到更紧密的图形,目前RS已经领先于价格(好现象),寻找低风险(范围内止损)切入点难度不小,值得等机会尝试。
$戴尔科技(DELL.US)$ RS线目前都不错,需要更紧密的图形。
$Vertiv Holdings(VRT.US)$ 财报风险已经度过,RS线遥遥领先,需要时间稍微消化一下50MA的过度延伸...
专栏US SENATE PASSES RUSSIAN URANIUM IMPORT BAN | URANIUM STOCK & ETF WATCH + WHY INVEST
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URANIUM STOCK WATCH
$Paladin Energy Ltd(PDN.AU)$ PALADIN+ 39% YTD
$Boss Energy Ltd(BOE.AU)$ BOSS ENERGY +25.81%
$Deep Yellow Ltd(DYL.AU)$ DEEP YELLOW +36.93%$LOTLOTUS RESOURCES +57.02% YTD
$NexGen Energy Ltd(NXG.AU)$ NEXGEN +22% YTD
$NexGen Energy(NXE.US)$ NEXGEN +8.9% YTD
$Constellation Energy(CEG.US)$ CONSTELLA...
专栏Zuckerberg Warns of Energy Challenges in AI Data Center Expansion: Which Stocks to Watch?
Previously, there were also views expressing that energy is a key factor limiting AI development. In January, OpenAI CEO Sam Altman also pointed out at the World Economic Forum in Davos that artificial intelligence will consume more electricity than people anticipate, and future develop...
Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️
According to Morgan Stanley’s research, the full-scale application of AI will lead to exponential growth in data centers, and investment opportunities may arise in the area of “data center infrastructure. 📈 This includes server rooms, servers, networks, and internet power...
Next AI Trading - Energy?⚡
Leading analysts have also pointed out that as AI infrastructure construction progresses, the power infrastructure and energy sector will become a major trading theme...
专栏US inflation rose more than expected; three reasons not to panic with buying-the-dip being rife
US inflation rose more than expected for the 3rd month. Now US interest rates are only expected to be cut twice, not three times
US inflation was hotter than expected for the 3rd month fueled by rises in oil, electricity, takeaway food...
我二当家的也冲起来了!美国能源第一王牌股
专栏The Power Behind Wall Street's 2024 Energy Stocks Rally: Climbing Oil Prices, Geopolitical Risks, AI Boom and More
The surge in energy stocks in 2024 isn't just due to climbing crude oil prices, which are at...
专栏Uranium, green energy of the future, sees surging demand. Uranium stocks poised for further growth
Why am I talking about uranium? Uranium stocks are looking increasingly bullish as we have now entered an upgrade cycle for the uranium sector, and companies; with banks, and ratings agencies upgrading the future clean energy sou...
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