Anyone that missed the ORCL, NBIS, CRWV gains- don't forget that these companies are taking on debt to build data centers because hyperscalers (Microsoft/Amazon/Google) would rather not make this kind of capital expenditures directly. The real winners will be the companies that sell to the AI data center companies: * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV...

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AAON, cooling systems. NEE, power and will get at least one giant contract from restarting nuclear plant.. their calls sound less Enron-ish than CEG, their last call made them seem like a scam company honestly.. I wouldn’t touch the SMR stocks until they actually have working models.. BKR, CAT gas turbine companies.. that give you other exposure as well.

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ORCL, NBIS, CRWV are building massive data centers. What are some good pick and shovel plays??? * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV... ***Save this and add more tips in comments***

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CEG!

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