Show me the money。审判日
在这个被高估值和中东地缘摩擦双重夹击下，四大巨头微软谷歌Meta亚马逊财报发布
云厂商关于 AI 资本开支走向，与实际商业变现的指导，是最重要的市场合理性估值的钢铁长城还是海市蜃楼。
特别是如何看产业链上 $VRT ， $GEV ， $GLW ， $LTE ， $AVGO ，还有最重要的Intel $INTC
仓位如何配置，如何深度解读财报季，关注什么样的逻辑和指标
清清楚楚一周前的分析解读 后面我一一分析 有时间
Tigris 会讲课教授是好老师: http://x.com/i/article/2046101292498792448
在这个被高估值和中东地缘摩擦双重夹击下，四大巨头微软谷歌Meta亚马逊财报发布
云厂商关于 AI 资本开支走向，与实际商业变现的指导，是最重要的市场合理性估值的钢铁长城还是海市蜃楼。
特别是如何看产业链上 $VRT ， $GEV ， $GLW ， $LTE ， $AVGO ，还有最重要的Intel $INTC
仓位如何配置，如何深度解读财报季，关注什么样的逻辑和指标
清清楚楚一周前的分析解读 后面我一一分析 有时间
Tigris 会讲课教授是好老师: http://x.com/i/article/2046101292498792448
这都是硬核底层逻辑分析，早在什么高盛的“硬资产投资主题”，也是笑打Burry这种不懂工业和工程的金融嫖客。
真正的实力远见认知不是建立在画几根线的技术分析，或者每天胡言乱语的跳进跳出，50%概率找个猴子水平比大批网上“股神”强。
不懂科技/学术/工厂/供应链，拿什么pk AI？讲intel 14A马上高潮？
Tigris 会讲课教授是好老师: $GE $CAT 今年都涨了快80%了，如果AI泡沫真要破，绝不会是Burry嘴里GPU折旧，而是因能源电力。
美国在建数据中心需求45GW，相当于40座核电站，总投资2.5万亿美元。钱不是问题，电才是问题。
电网排队接入要7到10年，巨头们只能自建电厂。目前方案？燃气轮机、内燃机、柴油机组。
泡沫破在哪里？
真正的实力远见认知不是建立在画几根线的技术分析，或者每天胡言乱语的跳进跳出，50%概率找个猴子水平比大批网上“股神”强。
不懂科技/学术/工厂/供应链，拿什么pk AI？讲intel 14A马上高潮？
Tigris 会讲课教授是好老师: $GE $CAT 今年都涨了快80%了，如果AI泡沫真要破，绝不会是Burry嘴里GPU折旧，而是因能源电力。
美国在建数据中心需求45GW，相当于40座核电站，总投资2.5万亿美元。钱不是问题，电才是问题。
电网排队接入要7到10年，巨头们只能自建电厂。目前方案？燃气轮机、内燃机、柴油机组。
泡沫破在哪里？
Show More
美国基建需要更新换代，这也是特朗普政府核心政策。
之前这个专门还批判过Burry的空头论
还分析了最好的未来就业选择的方向，这个赛道未来10年没问题，供不应求。
家长和学生选择专业，移民朋友选择培训工作首选。
Tigris 会讲课教授是好老师: $GE $CAT 今年都涨了快80%了，如果AI泡沫真要破，绝不会是Burry嘴里GPU折旧，而是因能源电力。
美国在建数据中心需求45GW，相当于40座核电站，总投资2.5万亿美元。钱不是问题，电才是问题。
电网排队接入要7到10年，巨头们只能自建电厂。目前方案？燃气轮机、内燃机、柴油机组。
泡沫破在哪里？
之前这个专门还批判过Burry的空头论
还分析了最好的未来就业选择的方向，这个赛道未来10年没问题，供不应求。
家长和学生选择专业，移民朋友选择培训工作首选。
Tigris 会讲课教授是好老师: $GE $CAT 今年都涨了快80%了，如果AI泡沫真要破，绝不会是Burry嘴里GPU折旧，而是因能源电力。
美国在建数据中心需求45GW，相当于40座核电站，总投资2.5万亿美元。钱不是问题，电才是问题。
电网排队接入要7到10年，巨头们只能自建电厂。目前方案？燃气轮机、内燃机、柴油机组。
泡沫破在哪里？
这都是美国顶尖的工业巨头，直接受益于美国的AI投入和算力电力投入。去年都是翻倍涨幅，年初到现在也继续大幅上涨，提醒一下业绩肯定是好的，但是从工业股估值合理性已经超过了他们的客户，可以减持技术性仓位做好风控。 $GEV $CAT
Tigris 会讲课教授是好老师: 2025 isn’t a bubble. It’s the year capital finally learns how to price the power grid of the intelligence age.
$GEV and $CAT pushing new highs up 120% and 75% YTD, is exactly why 2025 looks more like rational confirmation than mania.
When institutions see real earnings power
Tigris 会讲课教授是好老师: 2025 isn’t a bubble. It’s the year capital finally learns how to price the power grid of the intelligence age.
$GEV and $CAT pushing new highs up 120% and 75% YTD, is exactly why 2025 looks more like rational confirmation than mania.
When institutions see real earnings power
Show More
RT Evan
All these stocks hit new 52 WEEK HIGHS at some point today
Lockheed Martin $LMT
Deere $DE
Chevron $CVX
General Electric $GE
Fedex $FDX
Johnson & Johnson $JNJ
Union Pacific $UNP
Baker Hughes $BKR
$BP
CBOE Global $CBOE
CF Industrials $CF
Ciena $CIEN
ConocoPhilips $COP
Coterra $CTRA
Cenovus $CVE
Devon Energy $DE
Edison $EIX
Equinor $EQNR
Dimondback $FANG
Frontline $FRO
Halliburton $HAL
Huntington Ingalls $HII
Kinder Morgan $KMI
Linde $LIN
Lumentum $LITE
Northrop Grumman $NOC
New York Times $NYT
Ovintiv $OVV
Quanta Services $PWR
Raytheon $RTX
Shell $HSEL
Suncor Energy $SU
Targa Resources $TRGP
Texas Pacific $TPL
All these stocks hit new 52 WEEK HIGHS at some point today
Lockheed Martin $LMT
Deere $DE
Chevron $CVX
General Electric $GE
Fedex $FDX
Johnson & Johnson $JNJ
Union Pacific $UNP
Baker Hughes $BKR
$BP
CBOE Global $CBOE
CF Industrials $CF
Ciena $CIEN
ConocoPhilips $COP
Coterra $CTRA
Cenovus $CVE
Devon Energy $DE
Edison $EIX
Equinor $EQNR
Dimondback $FANG
Frontline $FRO
Halliburton $HAL
Huntington Ingalls $HII
Kinder Morgan $KMI
Linde $LIN
Lumentum $LITE
Northrop Grumman $NOC
New York Times $NYT
Ovintiv $OVV
Quanta Services $PWR
Raytheon $RTX
Shell $HSEL
Suncor Energy $SU
Targa Resources $TRGP
Texas Pacific $TPL
Show More
Superinvestor Chris Hohn shows how it's done.
No need to get fancy.
Besides trimming his position in $CNI, his portfolio remains almost unchanged.
Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)
I'm very curious to see what moves he made in his next 13f filing.
Maybe some dip buying in his core holdings?
No need to get fancy.
Besides trimming his position in $CNI, his portfolio remains almost unchanged.
Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)
I'm very curious to see what moves he made in his next 13f filing.
Maybe some dip buying in his core holdings?
Show More
RT TacticzHazel
Superinvestor Chris Hohn shows how it's done.
No need to get fancy.
Besides trimming his position in $CNI, his portfolio remains almost unchanged.
Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)
I'm very curious to see what moves he made in his next 13f filing.
Maybe some dip buying in his core holdings?
Superinvestor Chris Hohn shows how it's done.
No need to get fancy.
Besides trimming his position in $CNI, his portfolio remains almost unchanged.
Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)
I'm very curious to see what moves he made in his next 13f filing.
Maybe some dip buying in his core holdings?
Show More
防御股也太强了.
Evan: All these stocks hit new ALL TIME HIGHS at some point today
Walmart $WMT
McDonald's $MCD
Coca-Cola $KO
Taiwan Semi $TSM
Caterpillar $CAT
Johnson & Johnson $JNJ
Honeywell $HON
GE Vernova $GEV
FedEx $FDX
Deere $DE
Vertiv $VRT
Analog Devices $ADI
Lowe's $LOW
Phili Morris $PM
Howmet
Evan: All these stocks hit new ALL TIME HIGHS at some point today
Walmart $WMT
McDonald's $MCD
Coca-Cola $KO
Taiwan Semi $TSM
Caterpillar $CAT
Johnson & Johnson $JNJ
Honeywell $HON
GE Vernova $GEV
FedEx $FDX
Deere $DE
Vertiv $VRT
Analog Devices $ADI
Lowe's $LOW
Phili Morris $PM
Howmet
Show More
评论区有人提醒 $GEV
一年来也翻倍了，虽然营收增速不如 $BE ，但非常稳健，尤其最近一个季度盈利能力大幅提升，净利润同比暴增 7倍多
不过市值是真的高，$210B，所以股价也不太可能高速提升了，作为能源行业的压舱倒是很合适的！
做发电设备的，尤其是 gas/nuclear turbine, 符合现在AI数据中心的能源主题。
Elon Musk 在最近的一次podcast里提过，现在想买也买不到 gas turbine 了，全部断货，产能不足。他甚至想在特斯拉自己造了。
今年明年都会是能源行业的大年，买一点 $GEV 放着也不错？
Jimmy狐狸: Bloom Energy $BE
我之前完全忽略了这家公司，mistake on my part
能源行业的GEM，帮助 AI数据中心做 on-site、off-grid 的发电系统，基于自己的燃料电池技术
一年来已经涨了接近6倍，非常夸张了
现在 P/S TTM 是 17，在能源公司里不算便宜了。
一年来也翻倍了，虽然营收增速不如 $BE ，但非常稳健，尤其最近一个季度盈利能力大幅提升，净利润同比暴增 7倍多
不过市值是真的高，$210B，所以股价也不太可能高速提升了，作为能源行业的压舱倒是很合适的！
做发电设备的，尤其是 gas/nuclear turbine, 符合现在AI数据中心的能源主题。
Elon Musk 在最近的一次podcast里提过，现在想买也买不到 gas turbine 了，全部断货，产能不足。他甚至想在特斯拉自己造了。
今年明年都会是能源行业的大年，买一点 $GEV 放着也不错？
Jimmy狐狸: Bloom Energy $BE
我之前完全忽略了这家公司，mistake on my part
能源行业的GEM，帮助 AI数据中心做 on-site、off-grid 的发电系统，基于自己的燃料电池技术
一年来已经涨了接近6倍，非常夸张了
现在 P/S TTM 是 17，在能源公司里不算便宜了。
Show More
🚨RECESSION WARNING:
The latest job openings data just dropped.
Everyone’s panicking.
“Disaster levels.”
“Below 2001 recession.”
“Brace for impact.”
Let me explain why this is the dumbest bear case I’ve heard all year.
The math everyone’s missing:
Job openings fell from 2.0 openings per unemployed person to 1.0.
That’s not collapse.
That’s normalization.
Post-pandemic, we had:
• Early retirements
• Immigration freeze
• Mass labor hoarding
• Firms posting jobs they couldn’t fill
The ratio hitting 1.0 means we’re returning to equilibrium.
Not disaster. Rebalancing.
Here’s what actually matters:
• Unemployment: 4.4% (near historic lows)
• GDP growth: 2.2-2.5% (reaccelerating)
• Core PCE: 2.1% (falling toward target)
• Yield curve: +0.72% (un-inverted, bull steepening)
Goldman just cut their recession probability from 30% to 20%.
That’s 1/5!
Fed is cutting rates because inflation is controlled.
This is a soft landing, not a crash.
Job openings are falling because firms don’t need to hire.
They’re buying compute instead of labor.
AI Engineer jobs: +143% YoY.
Productivity gains from AI: 0.3-3.0% annually.
This is “jobless growth”—GDP expanding through efficiency, not headcount.
Same thing happened in the early 2000s.
The Pattern Repeats:
1920s:
Telephone operators disappeared → Telecom industry created millions of jobs
1800s:
Hand weavers replaced → Garment manufacturing exploded
2020s:
Admin roles automated → AI Agent Architects emerge
Every time, the new jobs created > jobs lost.
While everyone panics about job openings,
I’m watching:
$GOOG - AI productivity tools.
$NVDA - The picks and shovels (survey shows that 81% of respondents across healthcare/life sciences reported AI increased revenue.
$GEHC - AI-powered diagnostics (treating 2,000+ more patients/year per hospital)
These aren’t just stocks.
They’re the infrastructure of the productivity boom that’s already happening.
Both breadth lines trend upward in the 2-year view, with breadth recovering from mid-2025 lows around 30-40% during the dip, while the index climbs steadily from ~5,000 to 6,932.
Breadth at these levels (above 60-65%) supports SUSTAINABLE bullish conditions rather than fragile narrow rallies.
Historical overbought thresholds near 80%+ signal caution, but current readings remain constructive for CONTINUED upside with wider leadership.
The bottom line:
> Job openings normalizing = healthy
> Unemployment at 4.4% = strong
> Yield curve positive = soft landing
> AI productivity gains = structural tailwind
> Breadth haven’t been better past 2 years.
“Recession warning” posts get engagement.
Data says otherwise.
I’m not bracing for impact.
I’m loading the boat on the companies building the cognitive revolution.
Still buying $IREN $CIFR $TE $ONDS
Note: This is NOT financial advice.
Black Panther Capital: 🚨THIS IS BS….
Everyone’s freaking out about market volatility, while they’re missing the biggest economic shift since the Industrial Revolution.
This isn’t a crisis. It’s revolutionary friction.
Let me break down what’s actually happening:
> US Manufacturing PMI: 52.6% (Jan
The latest job openings data just dropped.
Everyone’s panicking.
“Disaster levels.”
“Below 2001 recession.”
“Brace for impact.”
Let me explain why this is the dumbest bear case I’ve heard all year.
The math everyone’s missing:
Job openings fell from 2.0 openings per unemployed person to 1.0.
That’s not collapse.
That’s normalization.
Post-pandemic, we had:
• Early retirements
• Immigration freeze
• Mass labor hoarding
• Firms posting jobs they couldn’t fill
The ratio hitting 1.0 means we’re returning to equilibrium.
Not disaster. Rebalancing.
Here’s what actually matters:
• Unemployment: 4.4% (near historic lows)
• GDP growth: 2.2-2.5% (reaccelerating)
• Core PCE: 2.1% (falling toward target)
• Yield curve: +0.72% (un-inverted, bull steepening)
Goldman just cut their recession probability from 30% to 20%.
That’s 1/5!
Fed is cutting rates because inflation is controlled.
This is a soft landing, not a crash.
Job openings are falling because firms don’t need to hire.
They’re buying compute instead of labor.
AI Engineer jobs: +143% YoY.
Productivity gains from AI: 0.3-3.0% annually.
This is “jobless growth”—GDP expanding through efficiency, not headcount.
Same thing happened in the early 2000s.
The Pattern Repeats:
1920s:
Telephone operators disappeared → Telecom industry created millions of jobs
1800s:
Hand weavers replaced → Garment manufacturing exploded
2020s:
Admin roles automated → AI Agent Architects emerge
Every time, the new jobs created > jobs lost.
While everyone panics about job openings,
I’m watching:
$GOOG - AI productivity tools.
$NVDA - The picks and shovels (survey shows that 81% of respondents across healthcare/life sciences reported AI increased revenue.
$GEHC - AI-powered diagnostics (treating 2,000+ more patients/year per hospital)
These aren’t just stocks.
They’re the infrastructure of the productivity boom that’s already happening.
Both breadth lines trend upward in the 2-year view, with breadth recovering from mid-2025 lows around 30-40% during the dip, while the index climbs steadily from ~5,000 to 6,932.
Breadth at these levels (above 60-65%) supports SUSTAINABLE bullish conditions rather than fragile narrow rallies.
Historical overbought thresholds near 80%+ signal caution, but current readings remain constructive for CONTINUED upside with wider leadership.
The bottom line:
> Job openings normalizing = healthy
> Unemployment at 4.4% = strong
> Yield curve positive = soft landing
> AI productivity gains = structural tailwind
> Breadth haven’t been better past 2 years.
“Recession warning” posts get engagement.
Data says otherwise.
I’m not bracing for impact.
I’m loading the boat on the companies building the cognitive revolution.
Still buying $IREN $CIFR $TE $ONDS
Note: This is NOT financial advice.
Black Panther Capital: 🚨THIS IS BS….
Everyone’s freaking out about market volatility, while they’re missing the biggest economic shift since the Industrial Revolution.
This isn’t a crisis. It’s revolutionary friction.
Let me break down what’s actually happening:
> US Manufacturing PMI: 52.6% (Jan
Show More
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
Show More
RT TacticzHazel
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
Show More
2 more high-conviction themes to CRUSH the rest of 2026:
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
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RT Jesse Cohen
🇺🇸🇺🇸 Key Events This Week:
1. MLK Day: Stocks Closed - Monday
2. WEF Davos Forum - Monday
3. Netflix $NFLX Earnings - Tuesday
4. Trump Davos Speech - Wednesday
5. Core PCE Inflation Data - Thursday
6. Jobless Claims - Thursday
7. Q3 GDP - Thursday
8. Intel $INTC Earnings - Thursday
9. Services / Manufacturing PMI - Friday
10. UMich Consumer Sentiment - Friday
Jesse Cohen: Happy Sunday!
Here Are My #Top5ThingsToKnowThisWeek:
1. $NFLX $INTC Earnings
2. $JNJ $MMM $UAL $PG $GE Earnings
3. U.S. Core PCE Inflation
4. Trump Davos Speech
5. Supreme Court Tariff Ruling?
May The Trading Gods Be With You 🙏
$DIA $SPY $QQQ $IWM $VIX
🇺🇸🇺🇸 Key Events This Week:
1. MLK Day: Stocks Closed - Monday
2. WEF Davos Forum - Monday
3. Netflix $NFLX Earnings - Tuesday
4. Trump Davos Speech - Wednesday
5. Core PCE Inflation Data - Thursday
6. Jobless Claims - Thursday
7. Q3 GDP - Thursday
8. Intel $INTC Earnings - Thursday
9. Services / Manufacturing PMI - Friday
10. UMich Consumer Sentiment - Friday
Jesse Cohen: Happy Sunday!
Here Are My #Top5ThingsToKnowThisWeek:
1. $NFLX $INTC Earnings
2. $JNJ $MMM $UAL $PG $GE Earnings
3. U.S. Core PCE Inflation
4. Trump Davos Speech
5. Supreme Court Tariff Ruling?
May The Trading Gods Be With You 🙏
$DIA $SPY $QQQ $IWM $VIX
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10 BIGGEST WINNERS FROM AI INFRA BOOM
1. $VRT cooling solutions for overheating data centers
2. $CEG nuclear energy providers for stable baseload
3. $NEE renewables integrating with AI grids
4. $IREN bitcoin miners pivoting to AI compute
5. $CIFR high-performance mining rigs for dual use
6. $NBIS AI utilities optimizing resource allocation
7. $GEV advanced turbines for efficient power gen
8. $UUUU uranium suppliers fueling nuclear revival
9. $LEU enriched fuel for next-gen reactors
10. $CRWV water management for data center sustainability
Infrastructure is key—who's missing?
1. $VRT cooling solutions for overheating data centers
2. $CEG nuclear energy providers for stable baseload
3. $NEE renewables integrating with AI grids
4. $IREN bitcoin miners pivoting to AI compute
5. $CIFR high-performance mining rigs for dual use
6. $NBIS AI utilities optimizing resource allocation
7. $GEV advanced turbines for efficient power gen
8. $UUUU uranium suppliers fueling nuclear revival
9. $LEU enriched fuel for next-gen reactors
10. $CRWV water management for data center sustainability
Infrastructure is key—who's missing?
Show More
