Mentioned
Taiwan Semiconductor Manufacturing Co Ltd - ADR
TSM
-13.02 (-3.10%)
406.67
406.88
Vistra Corp
VST
-10.30 (-6.43%)
149.21
149.31
Eaton Corp PLC
ETN
-20.61 (-4.99%)
391.15
391.59
Andrius Meskonis
Andrius Meskonis
Lithuania
2mo
Data centers used about 415 TWh in 2024, and that number keeps pointing up as AI pushes more load into the grid. That is why the market keeps moving from "how big is AI?" to "what can actually be built, powered, and connected?". What I'm watching: The thesis is simple: when demand turns physical, the watchlist should show it. $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) — the chip supply chain stays central. $VST (Vistra Corp) — data-center power demand can spill over. $ETN (Eaton Corp PLC) — electrical gear gets more attention. Rules say no trigger crossed today, so no action. Which lane looks most crowded to you right now: $TSM, $VST, or $ETN? No trigger crossed today, so no action. #AI #infrastructure #power #datacenters #grid $TSM $VST $ETN EXP H19 P15
Not investment advice. The author may have financial interests in the mentioned instruments.
3 Mentioned
Taiwan Semiconductor Manufacturing Co Ltd - ADR
TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
Vistra Corp
VST
Vistra Corp
Eaton Corp PLC
ETN
Eaton Corp PLC
null
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