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X @Bloomberg
Bloomberg· 2025-12-23 16:18
Democrats Try Out ‘All of the Above’ Energy Pitch https://t.co/0tx4pUGwSl ...
Truist Sees Upside in Lantheus Holdings, Inc. (LNTH) Despite PYLARIFY Pressure
Insider Monkey· 2025-12-17 22:11
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
X @Cointelegraph
Cointelegraph· 2025-12-17 14:52
RT Robert Baggs (@rkbaggs)A few weeks ago, @elonmusk discussed Bitcoin in terms of energy. That's not a commonly understood narrative with Bitcoin, and that's a problem.@DSBatten came on Chain Reaction recently and explained that to truly understand Bitcoin, you must understand mining. ...
X @Wu Blockchain
Wu Blockchain· 2025-12-14 10:29
The Consensus Between Musk and Huang: Bitcoin is an Energy CurrencyOn November 30th, SpaceX founder Elon Musk, during an interview with Nikhil Kamath, stated that "energy is the true currency," and characterized Bitcoin as an energy currency. He asserted that it is impossible to create energy out of thin air through legislation, predicting that energy and power generation will therefore become the de facto currency. Similarly, in 2024, NVIDIA founder Jensen Huang, while speaking with Margaret Spellings, Pre ...
Barclays Lowers Price Target on The Mosaic Company (MOS) to $31, Maintains Overweight Rating
Insider Monkey· 2025-12-13 03:58
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] - The company in focus is positioned to benefit from the anticipated surge in electricity demand driven by AI advancements [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and playing a crucial role in U.S. LNG exportation [5][7] - It is noted for its debt-free status and substantial cash reserves, which amount to nearly one-third of its market capitalization, providing a strong financial foundation [8][10] - The company also holds a significant equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector [9][10] Market Positioning - The company is recognized for its capability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including nuclear energy [7][8] - It is suggested that the company is undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity [10][11] - The influx of talent into the AI sector is expected to drive continuous innovation, further solidifying the company's position in the market [12][13] Future Outlook - The combination of AI infrastructure demands, onshoring trends due to tariffs, and a focus on nuclear energy positions the company favorably for future growth [14] - The potential for significant returns within 12 to 24 months is highlighted, encouraging investors to act promptly [15][19]
Aetherflux wants to send AI data centers to space, Yahoo Finance's finalists for Company of the Year
Yahoo Finance· 2025-12-12 17:30
[music] Good Friday morning. I'm Yind executive editor Brian Sazy and this is opening bid a site for my chat shortly with Beiju bot. Beiju is the co-founder of Robin Hood but he has been spending this year [music] scaling up a new satellite venture.He tells me his young company is about to have a milestone moment. This chat is moments [music] away. Here's what's on my mind right now though.Like Oracle, earlier in the week, Broadcom shares were getting cooked after earnings. The reason for the sell-off is al ...
X @Bitcoin Magazine
Bitcoin Magazine· 2025-12-10 20:39
RT Bitcoin Magazine (@BitcoinMagazine)$4.46 trillion NVIDIA CEO: “Bitcoin is taking excess energy, storing it into a new form — it's called currency.”“And you take that currency wherever you like. So you took energy from one place and now you've transported it everywhere.” https://t.co/HKGF2wmbge ...
X @Bitcoin Magazine
Bitcoin Magazine· 2025-12-10 20:29
$4.46 trillion NVIDIA CEO: “Bitcoin is taking excess energy, storing it into a new form — it's called currency.”“And you take that currency wherever you like. So you took energy from one place and now you've transported it everywhere.” https://t.co/HKGF2wmbge ...
X @TechCrunch
TechCrunch· 2025-12-10 19:46
Overview Energy wants to beam energy from space to existing solar farms https://t.co/9GnKQucNPn ...
X @Bloomberg
Bloomberg· 2025-12-07 23:05
With trillions at its disposal, Abu Dhabi is reshaping global finance, energy and AI.Bloomberg's @AlexDooler introduces the handful of people handling the capital’s wealth funds https://t.co/N6qNllrzLv https://t.co/oWatjU50MI ...