AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARSBattery storage led by $Tesla Motors(TSLA)$ $Eos Energy Enterprises Inc.(EOSE)$ will stabilize the grid by storing excess generation and discharging during peak inference cycles.Nuclear will anchor the baseload with $Oklo Inc.(OKLO)$ $NuScale Power(SMR)$ $BWX Technologies Inc(BWXT)$ $Constellation Energy Corp(CEG)$ developing modular reactors that deliver nonstop clean power straight to AI campuses.Transmission & cooling will close the loop with

$JPMorgan Chase(JPM)$ just announced a $1.5T plan to finance U.S. national security industries across defense, energy, AI & quantum.Here’s how to align with JPMorgan’s national security push:• Space infra powering defense networks with $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ • Clean on demand power for AI factories with $Bloom Energy Corp(BE)$ $Vistra Energy Corp.(VST)$ $Constellation Energy Corp(CEG)$ $NextEra(NEE)$ $Talen(TLN)$ • Next

Wolfspeed $Wolfspeed Inc.(WOLF)$ ’s shares closed at $31.10, down sharply after a recent sell-off. Despite this drop, the stock is still up over 40% year-to-date, showing how volatile trading has been.Earlier this year, Wolfspeed’s stock surged more than 1,100% when a court approved its bankruptcy reorganization plan, marking a dramatic turnaround from financial distress. However, the company also needed to complete a reverse split to maintain its public listing, signaling that challenges remain.Investors are now reassessing whether the latest weakness signals a buying opportunity or a sign of deeper challenges.Valuation Looks LowWolfspeed is currently trading at a price-to-sales ratio of 1.1x, well below the peer average of 3.1x and the U.S. semi