Energy & Power
I'm watching power-project permitting, grid expansion, and who pays for Al data centres' electricity infrastructure. Grid reliability and protecting households from higher electricity costs are already congressional policy concerns.
Data Centers and th...
My investment thesis: watch the infrastructure powering Al, not just the chips. Faster approvals could be a catalyst, but election headlines alone aren't a buy signal.
QQQ Slides 3.5% — Time to Buy the Dip?
QQQ closed 3.47% lower on Friday at $690.49. AI spending has stretched megacap valuations, and the gap between growth and value has widened sharply. QQQ has pulled back right as the market enters its historically strong November–January window. Is this panic-driven mispricing, or has the AI capex repricing only just begun?
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