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With the energy demand narrative, was considering NEE. Lower PE, 15% pullback, large market cap, stable FPL business and renewable energy play. What do you think?
GridOS is late to the party. Besides Oracle, several other competitive products are already well established in the market by other companies, including Siemens, ABB, and Schneider among the most recognizable names.
Funny, we actually said this would be an interesting add to a portfolio if a person was looking for a picks and shovels energy play. We said we weren't adding to our portfolio, but mostly because we already have significant energy exposure. So 🤷🏻♀️...
The title states: "Nvidia Started A Data Center Energy Race", then you state GEV (the largest energy supplier in the world at 30% of the installed base) is only growing at 4.5%. Doesn't sound like an energy race to me.
Thanks for diving into the energy space; we must discuss it more. Jensen's take is fascinating; he's much more sanguine than me. I love Nuclear SMRs; they will play a more significant role in the future than we think. The Senate just passed a bipartisan nuclear energy bill. People are waking up, and it is better late than never. Great content, as always!
I bought Infineon a while back and a big part of my investment thesis was it makes key components relevant for building electrical grids (rather than the obvious connection Infineon has to the EV sector). GEV looks much less attractive in terms of EPS or FCF. 🤔 Not sure their exposure to gas/coal/hydrogen/wind is something I like either (I've got a stake in Equinor AS for exposure to that). But maybe, maybe. I'll be curios to follow and check in down the line if you guys found a gem I neglected here.
We ran out of room to list all of the competitors mentioned in the 10-K! Admittedly Schneider is a big omission, but we had to omit other big names too.
models/ agents will be smaller and specialized reducing compute demand, in the same way inference will be done in more efficent asic hardware, therefore energy consumption will no increase in the same pace as the use of ai. at he same time data center will be placed where energy is clean cheap and the data center will cogenerate heat for home heating usage , for example Canada has a lot of hidro
I think in the competitor section instead of Siemens you should rather include Siemens Energy. It is Siemen‘s spin off of nearly the same business segments as GE Vernova‘s and thus a direct peer!
👉👉 Chip Stock Investor offers a premium membership that gives you:
Community: 🙏 Connect with other investors interested in chip stocks.
Direct Access: 🗣🦜Chat with the Chip Stock Investor experts.
Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
Resources: 📕📖📑Download show notes and access exclusive content.
Friends: 🙌 Join a welcoming Discord community.
How to Join:
Visit our TH-cam channel: th-cam.com/channels/3aD-gfmHV_MhMmcwyIu1wA.htmljoin
Support them on Ko-Fi: ko-fi.com/chipstockinvestor
Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.
With the energy demand narrative, was considering NEE. Lower PE, 15% pullback, large market cap, stable FPL business and renewable energy play. What do you think?
I bought NEE at 70 and sold at 78
I bought $BEEM and I'm at -20% for now. Thinking about DCAing or waiting for +10-15% and selling. Next two quarters will be decisive for my decision.
I started positions in NEE, VST, NRG and SO to get my utility exposure. These four companies do renewables and nuclear. The dividends are also nice.
Hair dryers use about 1 kilowatt of power. If you run one for an hour, then you've used 1 kilowatt-hour of energy. You're welcome. -Captain Obvious
If you run your hairdryer for an hour, your head will explode.
And you can run that hair dryer for about 114 155 years for 1 TWh 🤯
Simple explanation, thank you!
GridOS is late to the party. Besides Oracle, several other competitive products are already well established in the market by other companies, including Siemens, ABB, and Schneider among the most recognizable names.
You are always late to the game kids! Which is totally fine, since you pick the right stories.
You haven’t missed much on $GEV yet luckily.
I agree. I already mady a fortune on GEV, CEG and VST.
I listened to this and didn’t buy GEV. Well I wouldn’t have known about it at all if it was not for this channel. It’s up 45% since!
Funny, we actually said this would be an interesting add to a portfolio if a person was looking for a picks and shovels energy play. We said we weren't adding to our portfolio, but mostly because we already have significant energy exposure. So 🤷🏻♀️...
@@chipstockinvestor Totally agree!
Oh well, there will always be another company to invest in. The key is to keep adding to our knowledge. 😆
@@chipstockinvestor love the mindset!
The title states: "Nvidia Started A Data Center Energy Race", then you state GEV (the largest energy supplier in the world at 30% of the installed base) is only growing at 4.5%. Doesn't sound like an energy race to me.
Thanks for diving into the energy space; we must discuss it more. Jensen's take is fascinating; he's much more sanguine than me. I love Nuclear SMRs; they will play a more significant role in the future than we think. The Senate just passed a bipartisan nuclear energy bill. People are waking up, and it is better late than never. Great content, as always!
I bought Infineon a while back and a big part of my investment thesis was it makes key components relevant for building electrical grids (rather than the obvious connection Infineon has to the EV sector).
GEV looks much less attractive in terms of EPS or FCF. 🤔 Not sure their exposure to gas/coal/hydrogen/wind is something I like either (I've got a stake in Equinor AS for exposure to that). But maybe, maybe. I'll be curios to follow and check in down the line if you guys found a gem I neglected here.
We don't disagree, we'll keep tabs on GEV but just happy sitting this one out for now
Any thoughts on constellation energy? Their big in the ESG data center and nuclear space. They've been running up pretty good too.
No coverage of that one planned. We have plenty of data center businesses that sidestep the "commoditized energy" issue.
Excellent calm pace and delivery, I like how you leave the text on screen long enough to really consider it. Thank you
Can u please do a video fpr VRT ? this is stock for data center cooling
th-cam.com/video/G9og8DWE2hs/w-d-xo.html
Surprising to see Schneider Electric missing in your Energy management systems
We ran out of room to list all of the competitors mentioned in the 10-K! Admittedly Schneider is a big omission, but we had to omit other big names too.
Thank you, THANK YOU, for correctly pronouncing "nuclear".
Oh you mean we didn't say nu-KYU-lar?? Lol good!
@@chipstockinvestor You had to ax?
Lol no
But she says maysure instead of measure. lol.
Upwards Nvidia 🚀
models/ agents will be smaller and specialized reducing compute demand, in the same way inference will be done in more efficent asic hardware, therefore energy consumption will no increase in the same pace as the use of ai. at he same time data center will be placed where energy is clean cheap and the data center will cogenerate heat for home heating usage , for example Canada has a lot of hidro
I think in the competitor section instead of Siemens you should rather include Siemens Energy. It is Siemen‘s spin off of nearly the same business segments as GE Vernova‘s and thus a direct peer!
$BAM ftw
GEV looks massive, very promising future
New video! 🎉
🎉💥🎉
Any update on Intels optical compute chiplet, many are claiming its a revolutionary breakthrough. Or just smoke and mirrors?
Saw that one. It was a prototype, likely many years away from production. Perhaps it will indeed move to production at some point and be worthwhile.
Rolls Royce cars are a different company to Rolls Royce aircraft/industrial turbines.
Yes, Nick said that in the video! I (Kasey) didn't know this fact.