RT plur daddy (@plur_daddy)I am viewing gold/silver as risk assets, just a flavor of risk asset with more downside protection in the case of gold. In an environment where we get a combination of liquidity/fiscal expansion, and tolerance inflation, think that leads to many people concluding they should own gold.In general think select commodities that flow into data centers are interesting because demand will keep going up and they are not as overowned as AI capex stocks.Stock indices will keep melting up an ...

Core Insights - Data centers are driving up local energy prices, influencing local politics and community responses [1] Group 1: Impact on Energy Prices - The increasing demand from data centers is leading to higher energy bills for local residents [1] - Local governments are facing pressure to address the rising costs associated with energy consumption from data centers [1] Group 2: Political Implications - The surge in energy prices due to data centers is becoming a significant political issue in affected areas [1] - Local communities are reacting to the financial burden imposed by the energy demands of data centers [1]

Group 1 - Riot Platforms, Inc. (NASDAQ:RIOT) experienced a significant stock price increase of 13.17% on Tuesday, closing at $15.21, driven by positive developments in the high-performance computing (HPC) sector [1][2] - The stock price reached a high of $15.30, just 3.6% below its 52-week peak of $15.87, indicating strong investor interest [1] - Riot Platforms is strategically shifting its capacity towards high-value data centers to meet the growing demand for HPC, as highlighted in its recent earnings report [2] Group 2 - The CEO of Riot Platforms, Jason Les, emphasized the company's strong balance sheet and access to capital markets, positioning it well to capitalize on the increasing demand for HPC and Bitcoin growth [3] - The company aims to maximize the utilization of its power capacity and expand thoughtfully to drive long-term value for shareholders [3]

Water Scarcity Risk - Water is a financially material issue for nearly 50% of over 100 industries analyzed globally [1] - Sectors like semiconductors and data centers face water scarcity risks [1]