This guy literally can't stop lying. Now he claims every AI "plant" will now, ackshually, increase the power available to the grid. It's really getting out of hand, have fun with your spikes in electricity prices while this fucking tard is screeching that prices are at an all time low. Utility stocks might be the way to go.

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one of the funnier bloomberg articles: https://www.bloomberg.com/news/articles/2025-12-11/german-power-shortage-threatens-from-2031-grid-operator-warns paraphrased snippets: germany faces power supply deficit of 10-24 gigawatts by 2030 nuclear plants all shutdown since 2y one of the most expensive electricity markets reserve coal won't be enough from 2033 plans on phasing out coal by 2038

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Future outlook. Mini reactors and nuclear in general are absolutely the answer to our power grid problems. Oklo is positioned to handle energy, fuel, AND recycling for its reactors, something no other company currently offers or is aiming to do

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That would be incredibly useful. Perfect for off-grid.

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Thats a solid port mix - EM is being slept on. I like energy (nuc, nat gas, grid), commodities. On Forex I am flirting with opening a position on CHF, but it is consolidated and range bound. No signs of life yet.

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>Texas’ data center boom contributes to ERCOT’s large load requests quadrupling in 2025 >Big demands are putting growing strains on the electric grid operator’s ability to keep the lights on.

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An ignored factor is US can't expand grid anywhere close to adjust for the increase the valuations would require. -Chip Manufactures don't meet their valuation because energy hits a wall and companies stop buying. -Companies fund their own energy production and suddenly there is huge energy expense everyone is ignoring. Much higher capital spending that makes their valuations worse. One way or another these valuations don't make sense.

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The US cannot with 100% certainty onboard enough electricity to meet the projected use the valuations require. No one is plugging in the companies picking up the slack required to self power everything off grid. Either Chips wont get sold because they are hitting a power wall to run them(Chip makers don't hit targets), or they'll depreciate old chips early for the newer ones that have more oomph per watt(depretiation schedules are wrong). Or companies are going to get bogged down in becoming behemoth energy producers and have to find the money to do that, on top of all their other AI spending(much higher capital spending then projected).

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Seems to be soft rotation back into tech and industrials? From a quick glance at spy grid heat map. Kinda bullish tbh.

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It isn't unreasonable if they deprecate for relative cost of power to compute. So if they can get LOTS of cheap power they can pull it off but I think that is yet to be seen many places. We need federal investment in massive grid upgrades for both this and to reduce our need for foreign REE. Like Citizens Conservation Corps/Works Projects Administration scale operations. We need to be building a hoover dam worth of infrastructure every month to get where we need to be for AI To be as much of our economy as it is.

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