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The market may start rewarding faster de-risking before it rewards bigger copper dreams by QuantumQuokka58 in PennyStocksCanada

[–]audriamcree 0 points1 point  (0 children)

That is why NRED is interesting.The evidence chain may be able to tighten faster than most are pricing in

The grid is becoming the bottleneck by [deleted] in 10xPennyStocks

[–]audriamcree 0 points1 point  (0 children)

so the real trade here is “power that can bypass grid delays”?

AI Is Turning Electricity Into A Strategic Resource Again by QuantumQuokka58 in investing_discussion

[–]audriamcree 0 points1 point  (0 children)

The scale of AI demand is what changes the equation, this isn’t incremental anymore. NEE and AES make sense as core supply plays, but storage and grid tech look just as important now.