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
A quick post. I was working on a longer one but i threw my back out and so i covered myself in icy hot and fell asleep 🤣 I wanted to get a post out because we are at a pivitol area in the markets. I still expect a larger drop coming, I would watch for Israel to hit nuclear facilities in Iran, which would lead to more selling as it would show an escalation and a nuclear element. Powell speaks on Tuesday. Powell has been dovish because he has to. he must talk down inflation because ...
rawrrrbucks :
@iamiam hello buddy! Thanks again for your insight. I enjoy these posts very much even though I’ve cut back on the individual stocks and just trade the indexes. (And a bit of futures options) I’m just looking at SPY, QQQ and we’re sitting on the 50MA- on the 1D chart. traditionally the strong support. What do you reckon? If we crack this it’s a long way down to 150MA. Not saying that we’ll drop that far, but it’s a long way down- might take a while. What’s your feel?
rawrrrbucksiamiam楼主:
Well yeah. Usually it’ll take a few tests of the 50MA before we get through so I’m hoping sideways for a while. The more we go sideways the better- I can get some hedges on.
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
Vistra Energy股票讨论区
电力是关键
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...
UPDATE April 15
I wanted to get a post out because we are at a pivitol area in the markets. I still expect a larger drop coming, I would watch for Israel to hit nuclear facilities in Iran, which would lead to more selling as it would show an escalation and a nuclear element. Powell speaks on Tuesday. Powell has been dovish because he has to. he must talk down inflation because ...
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...
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