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Kevin Esmati
Oct '25 •
General discussion
The next big thing is chips, data centers & power
Blackstone says the next big thing is chips, data centers & power
Supply is
$VST
,
$CEG
,
$OKLO
,
$CCJ
,
$LEU
&
$EOSE
Demand is
$NBIS
,
$IREN
,
$CIFR
,
$WULF
&
$CRWV
https://youtu.be/lUXy6Xp2j_I
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The next big thing is chips, data centers & power
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