AI Revolution is Still Booming!
Hello everyone! Today i want to share some trading analysis with you!
1.
Power is a growing bottleneck for AI..
Hyperscalers want grid connection, but there is no capacity and grid operators tell them to go behind-the-meter.
Grid infrastructure, independent power producers and on-site power generation stocks will skyrocket.
$Dycom(DY)$ $MasTec(MTZ)$ $Solaris Energy Infrastructure, Inc.(SEI)$ $Talen(TLN)$ $Vistra Energy Corp.(VST)$
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2.
$NVIDIA(NVDA)$ investing in Bitcoin miners is strategy at its finest.
Unlike many people think, it’s not trying to create artificial demand, it’s trying to push hyperscalers to put large orders for its chips.
It gives preferential access to neo-clouds it invests in, so demand quickly shifts to neo-clouds as AI labs want the latest chips as soon as possible.
To prevent losing business, hyperscalers put extremely large orders for $NVIDIA(NVDA)$ chips, which prevents them from pushing their custom chips onto customers.
First class corporate strategy.
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