Elon and Chamath agree: AI's b

Elon and Chamath agree: AI's biggest problem isn't chips. It's power.

So power stocks should be ripping, right? Not really.

$Forgent Power Solutions, Inc.(FPS)$ , which makes electrical gear for data centers, is down 40% in 2 weeks.

$Bloom Energy Corp(BE)$ , which makes on-site power for data centers, is down 31% in 2 weeks.

These dips look interesting to me.

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