Electricity Is The Biggest Investment Of The Decade
From The Desk Of Anthony Pomplianoยท2025-08-05 18:15
People are always looking for the next great investment opportunity. They want something that's simple and something that's obvious, but they still want lots of asymmetry left in the trade as well. An easy one is the electrification of the world.Someone on X named Lynn shared this great chart about the explosion of energy usage. We're seeing all of this happen due to various technology trends. They write that the clearest bet for this decade is energy, AI, chips, data centers, robotics, electric vehicles, s ...