Data Centres + AI + Crypto + General Power Consumption increase.
Where will all the extra electricity come from? Source: Bloomberg
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
Wow. If you had invested $5,000 in $NVDA back in 2000 you'd have $4.7M today. 😮
Source: Markets & Mayhem
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
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
A history of bubbles from BofA shows we may still be in the very early stages of an AI bubble.
Source: BofA, TME
Is AI losing traction?
Source: Michael A. Arouet
AI hype has hit a whole new level: Super Micro Computer is now the 161st largest public company in the United States.
One year ago, Super Micro Computer stock, $SMCI, was worth less than $5 billion. Today, it is worth $55 billion and up over 1000% from its 2023 low. Since January 1st, the stock is up a massive 230% adding ~$30 billion in market cap... Source: The Kobeissi Letter
