Energy & Power I'm watching po-To The Moon - Tiger Brokers Online Investing Community - To The Moon

1
Comment
Favorite

MrKin
10-08 11:16

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.

# Last Speech Before Blackout: What Will Warsh Say?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

1

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":616233382695512,"tweetId":"616233382695512","gmtCreate":1791429406725,"gmtModify":1791429809205,"author":{"id":3581748158531064,"idStr":"3581748158531064","authorId":3581748158531064,"authorIdStr":"3581748158531064","name":"MrKin","avatar":"https://community-static.tradeup.com/news/7d36f3d747ab0b7a21800cfd11531e23","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.21","exceedPercentage":"60.79%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1101,"badgeId":"44212b71d0be4ec88898348dbe882e03-1","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"21b77238479740f99cdaa393def5ea54","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Last Speech Before Blackout: What Will Warsh Say?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":21b77238479740f99cdaa393def5ea54}&rnconfig={\"headerBarHidden\": true}","description":"Fed Chair Warsh speaks in Bangkok on October 16 Beijing time, the last official comment before the FOMC blackout ahead of the October 27–28 meeting. Markets price about 80% odds of no move in October and similar odds of a December hike: QQQ closed Thursday -1.34% at $747.58, SPY -0.42% at $773.93. On October 7 the 10-year hit 5.366% and the 30-year 5.728%, both highest since 2002. Bulls say the hold is priced and a non-hawkish speech lifts an overhang; bears say term premium and fiscal imbalances drive the long end, and the Fed can't fix either. What do you want to hear from Warsh?","image":"https://community-static.tradeup.com/news/5bbdce0c3859b57aa6bde24d88d8f427"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><br>\n<br>\nEnergy &amp; Power \n<br>\nI'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. \n<br>\nData Centers and th... \n<br>\nMy 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.</body></html>","htmlText":"<html><head></head><body><br>\n<br>\nEnergy &amp; Power \n<br>\nI'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. \n<br>\nData Centers and th... \n<br>\nMy 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.</body></html>","text":"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.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/616233382695512","repostId":0,"isVote":1,"tweetType":1,"viewCount":212,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":377,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}