May. 4 at 8:12 PM
Today feels like one of those “connect the dots” days
$DGXX starting to show actual revenue from the new direction — not just plans anymore. That’s a big shift.
$VIVO quietly sitting on assets like Norway (~42MW live) while positioning for AI/data center demand… feels underappreciated.
$NVDA still driving the whole narrative — everything in AI infra ties back to demand here.
$SMCI /
$DELL keep getting pulled into the buildout side — hardware demand isn’t slowing.
And then you step back and realize…
Power + infrastructure + compute = the real game now.
Some are already there, some are catching up.
Market still trying to figure it out.