Jan. 14 at 7:08 PM
META and its recent deal with OKLO and Vistra highlight that AI will be limited by power, and U.S. power and grid dynamics are not conducive to support it today.
This means large investments into upgrades in this space…
Which means key companies will benefit.
The market has already bid up generation names like those mentioned above and
$CEG $PSIX $EOSE $BE and more, but there are many parts of this power trade yet to be discovered and with an avalanche of money coming their way.
We highlight a company with over 100% bull case upside within this them in our piece: https://kryptonresearch.substack.com/p/ai-powers-ahead