🚨 ELON IS LITERALLY TELLING YOU WHAT TO BUY “The constraint right now, I think, is actually slightly more on power and cooling than it is on AI chips.” ⚡ POWER: $ETN $GEV $PWR $POWL $HUBB $WCC $EME $FPS $FTAI ❄️ COOLING: $VRT $MOD $TT $JCI $CARR $DOV $NVT ☢️ ENERGY: $CEG $VST $NRG $TLN $NEE $OKLO $SMR $BWXT $LEU $BE Everyone is chasing AI chips. But what happens when AI runs out of POWER and COOLING?
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