Data Centers & AI - Concerns exist about a potential bubble in data centers, especially after Oracle's results, due to customer concentration [1] - The industry is bullish on AI and data center growth in the US [2] Energy Sector Investment - The energy space is viewed as having mass potential for private equity investment in the next 5 to 10 years [2] - Private equity investment is focused on energy services and utility services, specifically improving the grid [4] - Energy demand is expected to double over the next 25 years [5] - Supply chain issues and a shortage of skilled technicians create opportunities in the private equity space [5] Utility Services Consolidation - Significant fragmentation exists among utility service providers, creating consolidation opportunities for private equity [5] - Consolidation focuses on service providers serving the utilities, driven by increased outsourcing due to a shortage of skilled technicians [8] - Investment is aimed at consolidating service providers to large utilities where massive growth is anticipated [9] Materials & Services - Private equity money is flowing across the entire ecosystem, including materials needed for building data centers [10] - Investment is also directed towards O&M (Operations & Maintenance) services [10]

Ros, it's going to be a big week for for the prime Minister, arguably more important than for President Trump, who's coming with a number of CEOs. Let's start with the nuclear deal before maybe we get onto domestic politics. What do we know about this nuclear deal and some of the other other deals that may come through from Wednesday through through the rest of this week.Well, that's right. So they're highlighting a whole lot of different kinds of business deals they hope to get done this week. The nuclear ...

Been a big week for AI related names. I mean Oracle is obviously going to steal the thunder. Nebus because the deal with Microsoft is obviously the runaway winner up 36%.But many of the names especially in the power uh area have done well. Vistra, Verdive for example, Gnova you bought more Rob uh NRG and you bought more monolithic power systems. Tell me more.>> Correct. It's all about uh data centers and regulating and regulating power. It's our favorite way to get exposure to data center uh consumption.The ...

Group 1: Open Door - Open Door has seen significant gains recently, with its stock price rising from the mid-$3 range to the $9 range, indicating a strong short squeeze and bullish sentiment [3][9] - The stock's price activity has been volatile, forming a broadening triangle pattern, suggesting increasing swings and a challenging trading environment [5][6] - A potential support level is identified around $7.30 to $7.40, with expectations of price retreating to previous resistance levels that may now act as support [7][10] Group 2: Rocket Companies - Rocket Companies is expected to benefit from potential mortgage refinancing activity as interest rates may be cut, which could drive more business [12][14] - The stock has shown a breakout above $17, with a supportive area identified around $20.50, indicating a bullish trend [14][16] - Heavy trading volume has been observed, suggesting strong conviction among traders, with significant volume spikes above the 50-day moving average [18] Group 3: Terawulf - Terawulf, a Bitcoin mining company, has made significant moves this year, with a bullish outlook as the fall and winter seasons are typically favorable for crypto [20][22] - The stock has shown a cup and handle pattern, indicating a potential for further upward movement if it can hold above the $10 to $10.50 level [23][25] - Key technical levels to watch include the $9 level, which serves as a volume node and support area [26] Group 4: Iron - Iron has experienced a notable breakout and consolidation phases, with a strong performance in the AI and crypto sectors [28][30] - The stock is viewed positively due to its stability compared to Terawulf, with a focus on data centers and cloud computing [30]

All right. What do you think about this idea here that Oracle is the next Nvidia. I I think there's one important difference between the two companies.Nvidia has a moat where Oracle actually benefits from the overflow of some of the hyperscalers. So, it seems like they're actually coming at two different sides of this. But what are your thoughts.Yeah, you can see where they're similar, right. These are legacy tech names um that are involved in AI. These are companies that have been around for a long time um ...

So your Investor Day today comes off the heels of, I think, a really exciting announcement for this industry of how you're positioning Brookfield that is growing your insurer and really letting that lead your investments if this is it in your words and evolution, if this is Brookfield 2.0%, what is Brookfield 2.0% look like. I think it's Brookfield 5.0%. But look, I would just say that the world is always evolving and we're always just trying to figure out how do we fit, how do we take enough risk to expand ...

Oracle's AI Growth & Strategy - Oracle 获得大量 AI 交易，推动业绩增长 [1] - Oracle 预计未来四年云基础设施收入将显著增长，分别达到 320 亿、730 亿、1140 亿和 1440 亿美元 [4] - Oracle 的云基础设施收入预计在本财年增长 77% [4] - Oracle 通过差异化技术成为行业领导者 [6] AI Training Market Dynamics - 市场对更大规模 AI 模型的需求不断增长，推动了 AI 训练领域的投资 [3] - AI 模型训练需要与传统数据中心不同的数据中心架构 [5] - Microsoft 不想进入 AI 训练业务，Amazon 和 Google 更侧重于推理 [4][5] OpenAI & Stargate Project - 预计 Oracle 2029 年新增收入中有 300 亿美元可能来自 OpenAI 的 AI 训练中心 [7] - 目前 Oracle 与 OpenAI 的合作并非通过 Stargate 项目进行，而是通过双方协议进行 [7] - 软银可能没有参与 Oracle 与 OpenAI 之间的协议 [8]

Cloud Infrastructure & Power Demand - Oracle 云基础设施业务显著增长，引发华尔街对云基础设施需求增长以及电力需求增长的关注 [1] - 数据中心是电力需求的主要驱动力，Black & Beach 认为这种增长非常真实 [2] - 未来 5-7 年，Black & Beach 致力于大型电力和数据中心项目，包括供电、制冷和其他基础设施 [3] - 资本支出增长确实存在，预算已经增加 [4] - 电力资本支出在 23 年至 25 年间翻了一番以上，到 28 年再次翻番，大量资金投入到与数据中心相关的基础设施和整体电力需求增长中，包括工业增长 [5] Business Focus & Challenges - Black & Beach 的主要关注点是容量、劳动力和设备的可用性，以及如何满足需求增长和负荷增长 [7] - 目前的重点是需求的增长以及如何满足这种增长 [7] - 各方都在努力确定项目的优先级，并为这些大型项目寻找所需的资源 [8] - Black & Beach 正在帮助各方解决这些挑战 [11] External Factors & Market Volatility - Black & Beach 拥有超过 100 年的历史，经历过许多市场周期、政府管理和历史事件，市场波动是常态 [9][10] - Black & Beach 认为关税并未对基础设施需求的大方向产生重大影响 [11]

So if we follow the progress you see in chip war and I love it as an analogy of like we knew what the next couple of breakthroughs were in chips, you know, from the point when people were drawing on circuit boards with felt tip pens basically and acid etching them to the point where they were projecting onto them with essentially photo negatives to the point where photoiththography became very very small to the point where we now are individually placing atoms and not using etching in all cases. Like each o ...

So, the great thing is Hitachi's been in Virginia for a long time, for 50 years, and they're making a huge investment. I'm going to let Andreas talk specifically about the investment, but it is an investment of nearly $500 million. It's going to support 825 jobs.And they've picked Virginia again. And this investment is critical for two reasons. One, they picked Virginia.And we have we have really become a manufacturing renaissance in the Commonwealth with pharmaceutical manufacturing, uh, heavy manufacturin ...