AI power: generation and grid equipment

perspective

AI power: generation and grid equipment

status active priority high thesis tickers 5 scan-mentioned tickers 317 events 144 latest

AI electricity demand will sustain generation and grid-equipment orders as supply expands slowly; contracted demand must convert into deliveries and supplier earnings.

Showing 120 of 144 events.

Watch for: BE additional hyperscaler fuel cell deals, BTC-miner→AI conversion announcements, grid interconnection policy changes, Q1 2026 13F (Aschenbrenner adding/trimming?), NuScale/Oklo project announcements, EQT vs UNG nat gas tape, GE Vernova investor day numbers (cross-check gas turbine 3x pricing), gas turbine OEM order books (GEV/Siemens/MHI), AI infra cohort depreciation language on next earnings (5-6 year vs 8-10 year), NVDA Q1 FY27 earnings 2026-05-28 (power infra commentary), ARM positioning at Q2 13F (chip-IP royalty pricing-in cross-check), coal-retirement slowdown vs planned (ChurchillWw — partial soft-floor for IPP-merchant pricing if more coal stays online than planned)

physics-down1d agoas of
paradigm track record 100% · 1/1 verdicts physics-down · medium confidence · small sample (n=1) AI Power Bottleneck: HIT

The thesis basket — the 5 tickers this perspective actually tracks. Everything else it has touched is folded below.

GEV $827.42 -12.9% 30d coming into play CEG $255.21 -3.1% 30d coming into play VST $140.83 +0.3% 30d retreating TLN $331.42 +12.5% 30d coming into play PWR $552.44 -14.0% 30d coming into play
Seen alongside in scans (43 shown of 312) — symbols that appear with this perspective, not the thesis basket
005930.KS $206,250.00 -27.8% 30d retreating AAL $12.60 -7.4% 30d retreating AAOI $68.07 -36.4% 30d retreating AAPL $348.22 +2.5% 30d coming into play ABBV $285.19 +7.5% 30d in trend ACLS $104.74 -9.5% 30d retreating ADBE $270.55 +13.6% 30d coming into play AEHR $55.65 -44.7% 30d retreating ALAB $257.82 -29.1% 30d coming into play ALB $92.54 -20.8% 30d retreating ALMU $7.17 -48.4% 30d retreating AMAT $375.58 -20.5% 30d retreating AMD $507.93 -18.6% 30d coming into play AMKR $39.05 -28.5% 30d retreating AMSC $25.01 -19.9% 30d retreating AMZN $250.38 -1.8% 30d in trend AOSL $22.30 -21.1% 30d retreating APD $308.22 +7.1% 30d coming into play APLD $19.09 -33.1% 30d retreating ARM $210.10 -36.9% 30d coming into play ARQQ $15.81 -31.4% 30d retreating ASHR $30.44 -10.9% 30d coming into play ASML $1,560.54 -10.7% 30d coming into play ASPI $2.09 -34.3% 30d retreating ASTS $38.77 -39.1% 30d retreating ASX $37.74 -16.5% 30d coming into play ATI $161.84 -13.3% 30d coming into play AVGO $323.24 -11.3% 30d coming into play AXTI $51.56 -33.7% 30d retreating BA $187.55 -5.1% 30d coming into play BABA $101.82 -12.5% 30d retreating BAM $47.64 +3.5% 30d retreating BAPR $54.75 -0.1% 30d coming into play BE $217.77 -21.3% 30d coming into play BEAM $24.56 -5.3% 30d retreating BEP $28.91 -2.9% 30d coming into play BEPC $29.36 -2.1% 30d retreating BESIY $175.15 -21.1% 30d retreating BIP $37.29 +4.2% 30d coming into play BIPC $37.63 +4.5% 30d retreating
Show all 312 ticker links
$000660.KS$005930.KS$AAL$AAOI$AAPL$ABBV$ACLS$ADBE$AEHR$ALAB$ALB$ALMU$AMAT$AMD$AMKR$AMSC$AMZN$AOSL$APD$APLD$ARM$ARQQ$ASHR$ASML$ASPI$ASTS$ASX$ATI$AVGO$AXTI$BA$BABA$BAM$BAPR$BE$BEAM$BEP$BEPC$BESI$BESIY$BIGB$BIP$BIPC$BITF$BJAN$BJUL$BKSY$BLDP$BN$BOCT$BOTZ$BRUN$BST$BSTZ$BTC$BTDR$BUFR$BW$BWXT$BX$CAMT$CAT$CBRS$CCJ$CGEH$CGNX$CHAT$CIEN$CIFR$CLF$CLSK$CMI$COHR$COP$COPX$CORZ$CRCL$CRDO$CRL$CRM$CROX$CRS$CRWD$CRWV$CVX$DAL$DD$DELL$DGXX$DHR$DIA$DIVO$DNN$DPZ$DRAM$DUK$ECHO$EME$ENS$ENTG$EOSE$EQT$ETN$EWJ$EWT$EWY$FBTC$FCEL$FLNC$FLY$FN$FORM$FTNT$FTRE$FXI$GBTC$GD$GE$GLD$GLW$GLXY$GNRC$GOOGL$GSAT$HAL$HEI$HIMS$HON$HONA$HOOD$HPE$HUBB$HUMN$HUT$HWM$IBIT$ICHR$IEF$IFNNY$INTC$IONQ$IQV$IRDM$IREN$ISRG$ITRI$IWM$JBL$JEPI$JEPQ$JETS$KGS$KLAC$KLIC$KMI$KRC$KTOS$KWEB$KYMR$LAAC$LAC$LASR$LBRT$LDOS$LEU$LHX$LIN$LIT$LITE$LMT$LPK.DE$LPTH$LRCX$LULU$LUNR$LWLG$MAGS$MARA$MCHP$MEDP$META$MKSI$MOG.A$MP$MPWR$MRNA$MRVL$MSFT$MSTR$MSTU$MSTX$MSTY$MTSI$MTUM$MTZ$MU$MXL$NBIS$NEE$NKE$NLR$NNE$NOC$NOK$NOW$NUKZ$NVDA$NVDL$NVDY$NVTS$OIH$OKLO$OKTA$ONTO$OPTX$ORCL$PANW$PAPR$PCG$PDI$PJAN$PJUL$PL$PLL$PLTR$PLUG$POCT$POWI$POWL$PRIM$PSIX$PUMP$QLD$QQQ$QYLD$RDW$RIOT$RKLB$RMBS$ROBO$RSP$RTX$SAIC$SBUX$SEI$SGML$SKHY$SLB$SLV$SMCI$SMH$SMR$SMTC$SNDK$SOXL$SPCX$SPY$SQM$STM$STX$SWKS$TDG$TDY$TECL$TER$TLT$TMO$TQQQ$TSEM$TSLA$TSLL$TSLY$TSM$TWST$TXG$UEC$UNH$URA$URNM$USO$UUP$UUUU$VIAV$VICR$VIXY$VPG$VRT$VSAT$VTI$VTV$VUG$VXX$WDC$WGMI$WLAC$WOLF$WULF$WYFI$XBI$XLB$XLC$XLE$XLF$XLI$XLK$XLP$XLRE$XLU$XLV$XLY$XOM$ZS
no live data (3) — unresolved, delisted, or non-US symbols
$000660.KS$BESI$BIGB

Desk commentary

Authored analysis and challenge notes tied to AI power: generation and grid equipment.

1

The Thread

The thesis as it unfolds — by source type (the symbol grid above is the current state).

Recent Shifts

20

Signals

4

Research

41

Captures

9

Calendar & Lifecycle

46