"Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four…
OpenAI expects its energy capacity will grow 125x in the next 8 years.
It’ll consume more energy than India.
Yet, the market is so focused on data center stocks that it completely ignores the energy.
The real AI play is energy.
$CEG $FLNC $NEE $ET $BEP $SEI
MARK ZUCKERBERG:
“We are going to spend aggressively. Even if we lose a couple hundred billion, it would suck, but it’s better than being behind the race for super intelligence.”
To even hear Zucks say this…it shows how important they believe the opportunity is.
Cap-ex is…
$OKLO
Textbook Qullamaggie.
Nuclear theme
Leading stock within the theme
Pulls back to rising moving averages
Builds higher lows all the way for months
Gets tight at the previously held 50 day
High tight flag on the weekly surfing the 10
Expansion out of…
@fundstrat just came back from the $HOOD summit
the amount of people that said they are HEAVY in $BMNR and believe in your analysis…it was quite incredible
congrats on the execution, proud supporter and thank you for your transparent communication on the thesis 🙌
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