14 Mar 2024
AI, electric vehicles and bitcoin mining will all need electricity
Source: Bloomberg
11 Mar 2024
Data Centres + AI + Crypto + General Power Consumption increase.
Where will all the extra electricity come from? Source: Bloomberg
6 Mar 2024
AI Beneficiary PEG Ratios - Locating the Value
Will nvidia $NVDA really plateau at 14% earnings growth after this year? Will arm $ARM come back to earth or will earnings rocket? Source: Consensus Guru
1 Mar 2024
Wow. If you had invested $5,000 in $NVDA back in 2000 you'd have $4.7M today. 😮
Source: Markets & Mayhem
28 Feb 2024
Artificial Intelligence is projected to increase the GDP by 130% according to Cathie Wood's Ark Investment Management
This is significantly higher than all major advances in technology including the Steam Engine and the Internet. Source: Barchart, Ark Invest
27 Feb 2024
Data center energy demand is expected to continue to grow at a brisk pace due to increased usage of AI 🤖
We'll continue to need as much energy as we can get from almost anywhere we can get it... Source: Bloomberg, Markets & Mayhem
19 Feb 2024
A history of bubbles from BofA shows we may still be in the very early stages of an AI bubble.
Source: BofA, TME
16 Feb 2024
Is AI losing traction?
Source: Michael A. Arouet
