Jul. 1 at 12:14 AM
POWER + AI INFRASTRUCTURE WATCH
This theme is increasingly about one constraint: electricity supply, not compute demand.
$VST — independent power producer; direct exposure to rising grid demand from AI/data centers
$GEV — grid infrastructure + gas turbines; plays the surge capacity + reliability layer
$SMR — next-gen small modular nuclear reactors; long-duration baseload expansion thesis
$CCJ — uranium supply chain leverage; nuclear fuel demand proxy for rising nuclear buildout
$VRT — data center cooling + power efficiency layer; picks-and-shovels for hyperscale AI
AI is no longer just a “chip story” - it’s becoming a power bottleneck story. The constraint is shifting from GPUs → electricity → grid capacity.
The winners tend to be those closest to the physical constraint, not just the software layer sitting on top of it.
