Power is the Next Big Trade

I want to word this blog carefully, so pardon the lack of prose. I’ve mentioned the rally in AI Energy related names before and discussed datacenters and the private deals these nuclear plays are cutting with large corporations. But I don’t think you understand the gravity, since you’re all largely retarded.

Here is the growth in electricity the past decade.

The projected growth into 2027 is between 8 to 10% per annum, driven by AI applications. How are these applications processed? Datacenters, such as $DELL, $AMZN, $MSFT, EQIX, $GOOGL, $SMCI and others.

Who facilitates this?

$NVDA and $AMD chips, amongst others.

Which form of energy is the best for these companies?

Nuclear. The plays there include $CCJ, $SMR, $BWXT, $NXE, $UEC, $UUUU, OKLO amongst others.

Which utilities are in play?

$CEG $TLN $PEG $AES $D $ETR $DUK $NEE $WEC and $VST

Who builds these plants?

$FLR $GEV, J, $GE

There are also ancillary plays, such as $FSLR proving solar to utilities, or $AMSC making chips geared for smart grids, or $VRT and $ETN for liquid cooling at data centers, and to a smaller extent $SMCI. There is a daisy chain of companies in play due to this new paradigm, which is saving the semis from a large pullback, judging by the abysmal numbers out of $ASML yesterday.