NVDA: Music to the Ears of Following Stocks

ShayBoloor
10-08

Hello everyone! Today i want to share some trading ideas with you!

$NVIDIA(NVDA)$ CEO Jensen Huang warned that the next leg of AI compute won’t happen without a step-change in power generation, saying the real bottleneck is no longer chips but the grid itself.

Music to the ears of:

• $Vistra Energy Corp.(VST)$ $NextEra(NEE)$ & $Constellation Energy Corp(CEG)$ running the large-scale utilities supplying that power

• $Oklo Inc.(OKLO)$ & $Eos Energy Enterprises Inc.(EOSE)$ building the next generation of nuclear micro-reactors & long-duration storage to stabilize it

• $Vertiv Holdings LLC(VRT)$ providing the cooling & electrical infra that makes hyperscale sites viable

• $IREN Ltd(IREN)$ & $Cipher Mining Inc.(CIFR)$ proving that in the new GPU land-grab it’s about controlling the power & uptime that let hyperscalers pay by the hour like a true utility

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# AI Companies and Industry DIG

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Comment（3）

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  • LingGe
    ·10-09
    看好核电
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  • ppmt
    ·10-09
    Great article, would you like to share it?
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  • AuntieAaA
    ·10-09
    Good
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