Hello everyone! Today i want to share some trading ideas with you!
1.
$ARM Holdings(ARM)$ CEO RENE HAAS: UK & EUROPE LACK ENERGY TO SCALE AI
How do we solve this?
• $Cameco(CCJ)$ uranium supply
• $Constellation Energy Corp(CEG)$ carbon-free baseload
• $Vertiv Holdings LLC(VRT)$ power + cooling systems
• $Oklo Inc.(OKLO)$ micro-nuclear for edge compute
• $NANO Nuclear Energy Inc(NNE)$ renewable grid expansion
• $Navitas Semiconductor Corp(NVTS)$ chip-level power efficiency
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AI Companies and Industry DIG
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