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X @The Economist
The Economist· 2025-11-18 19:25
This source of energy could become bigger than nuclear https://t.co/DhTqwN4wJD ...
Evercore ISI Lifts Dell Technologies Inc. (DELL) Price Target Following $5.8 Order Deal
Insider Monkey· 2025-11-15 04:50
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly Trump's tariffs, is expected to drive onshoring and increase demand for U.S. LNG exports, positioning this company favorably in the market [5][14] Future Outlook - The influx of talent into the AI sector is expected to lead to rapid advancements and innovative ideas, reinforcing the notion that investing in AI is a way to back the future [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15][19]
Trump Says Inflation Is 'at a Perfect Number'
Youtube· 2025-11-07 19:00
Inflation Overview - The Biden administration experienced the highest inflation in 48 years, with claims that it was the worst inflation ever recorded [1] - Current inflation rates have decreased significantly to around 2%, with projections of potentially reaching 1% [1][2] Energy Costs - Gasoline prices under the Biden administration peaked at approximately $4.50, with current prices expected to drop to around $2 per gallon [2][3] - Lower energy costs, particularly in gasoline, are anticipated to lead to reduced overall costs in other sectors [3]
Trump Says Inflation Is 'at a Perfect Number'
Bloomberg Television· 2025-11-07 19:00
Now, just so you understand. Do you remember that the Biden administration had the highest inflation in 48 years, but most people say ever recorded. Do you remember that.Right. Do you remember it. Did they have the highest inflation in 48 years. Did they.Just answer me the question. You know the answer. The answer is yes.They had the worst inflation in 48 years. We have almost no inflation. We're down now to 2% and we'll be maybe 1%.You want to always stay above 1%. Actually, you want a little tiny bit of i ...
Entropy and the Arrow of Time | Peter Stockil | TEDxKings College School
TEDx Talks· 2025-11-07 16:27
The universe is falling apart and it has been since the beginning of time. This all comes down to one thing. Entropy, the measure of disorder.Consider a jar of bees. All safely contained under the lid. Together they are compact and organized.Great at making honey. But now say I unscrewed that lid. Watch as the bees fly all over the space.Some will go backstage. Some will fly underneath the seats. Some will even find their way out of here.Suddenly, they're impossible to collect back up, and they're no good a ...
Energiser | Gabriela Albert | TEDxAristide Demetriade Street
TEDx Talks· 2025-11-06 17:32
[Muzică] Sunt Gab Albert. Sunt trainer de motivațional de motivație. Motivațional.Azi dimineață am fost atâta de demotivată că nici măcar n am vrut să vin. Na, știi cum e când te bagi în ceva, mergi și stau așa și mă gândeam la tot fel de chestii, poziții de putere, Superman. Să te faci mare, să ți faci gânduri pozitive, n a mers nimic.Nimic. Chestiile astea merg doar atunci când tu nu te simți ca mămăliga, ca laptele bătut. Ai gânduri de lapte bătut.Nu știu ce gânduri are laptele bătut, dar cred că le avea ...
Industrial intelligence | Nina Schick | TEDxCapeMay
TEDx Talks· 2025-11-06 17:24
[Music] [Applause] [Music] Whoever becomes the leader in AI will be the ruler of the world. I didn't say that. Vladimir Putin did all the way back in 2017.If you look throughout history, the greatest civilizations have always been tied to technology and sovereignty has always been tied to technology as has power. So the greatest risk of our time isn't in my view inflation, market instability or even war in the conventional sense. It's that we democracies fail to re-imagine what a technological republic look ...
X @外汇交易员
外汇交易员· 2025-11-05 09:58
AI Development Focus - AI's primary objective is to transform everything into an infinitely accessible energy source [1] - AI aims to possess manufacturing capabilities far exceeding human capacity and incomprehensible to humans [1] - AI seeks to collaborate with the most intelligent human minds, transcending national boundaries [1]
AI Is NOT In A Bubble, It Just Needs MORE POWER
Hello everyone. The Treasury Secretary was all over television this weekend. He was hyping up the US economy.We saw multiple mega deals in the AI industry this morning. And Jordy Visser explains why Bitcoin is having its IPO moment. We're live today from the desk of Anthony Pmpliano.[Music] Before we get into today's show, I need your help. We currently have 36,021 subscribers on YouTube, but my goal is to get to 1 million. The people are saying it's not possible, but with your help, we're going to get ther ...
X @Johnny
Johnny· 2025-11-03 14:39
$IREN up more than 50% off the lowsAI & data centers one of the easiest investment thesis's over the next few years https://t.co/ocONzlhKtAJohnny (@CryptoGodJohn):$IREN on this correction is looking tastyExpecting AI infrastructure, data centers & energy to be a main theme over the next few years https://t.co/xabHnK2JKM ...