Um the president is talking about tariffs on foreign electronics based on the number of chips according to Reuters. So on a day where we're talking about potential tariffs on here, there and everywhere. Um why your Taiwan semi >> is among the biggest non- US chip makers as people know, >> right.>> You've taken your position down a bit. >> I have. >> But you do have considerable exposure there.>> It's still my largest position. It just gotten too big. I I bought it early, owned it for a number of years.But t ...

AI能源需求激增 - AI是史上最耗电的技术 每个驱动大型语言模型的数据中心耗电量相当于一个小型城市 [2] - AI正在推动全球电网达到极限 电力需求激增导致电网紧张和电价上涨 [1][2] - OpenAI创始人和Elon Musk均警告AI发展取决于能源突破 否则明年将面临电力短缺 [2] 被低估的基础设施公司 - 一家鲜为人知的公司拥有关键能源基础设施资产 将受益于AI能源需求爆炸式增长 [3] - 公司定位为AI能源繁荣的"收费亭"运营商 从每滴出口的LNG中收取费用 [4][5] - 公司拥有新一代核能基础设施资产 处于美国下一代电力战略的核心位置 [7] 多元化业务布局 - 公司是全球少数能执行大型复杂EPC项目的企业 涵盖油气、可再生燃料和工业基础设施 [7] - 在美国LNG出口领域扮演关键角色 该行业将在"美国优先"能源政策下爆发式增长 [7] - 公司持有另一家热门AI公司的重大股权 为投资者提供多重AI增长引擎的间接敞口 [9] 卓越的财务表现 - 公司完全无负债 且持有相当于市值近三分之一的现金储备 [8] - 剔除现金和投资后 公司交易市盈率不足7倍 [10] - 公司产生真实现金流 拥有关键基础设施 并持有其他主要增长故事的股权 [11] 多重增长催化剂 - AI基础设施超级周期 Trump关税推动的制造业回流潮 美国LNG出口激增 以及核能领域的独特布局 [14] - 公司同时受益于AI 能源 关税和制造业回流四大趋势 [6] - 华尔街正开始关注该公司 因其低调地乘上所有这些顺风而估值尚未高企 [8]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Otter Tail Corporation (NASDAQ:OTTR) is one of the 13 Best Diversified Stocks to Buy According to Hedge Funds. Moody’s Lowers the Credit Rating of Otter Tail Corporation (OTTR) ’s Utility Subsidiary, Otter Tail Power Company On August 29, 2025, Moody’s lowered the credit rating of Otter Tail Corporation (NASDAQ:OTTR)’s utility subsidiary, Otter Tail Power Company. The credit rating firm cited the company’s higher spending on projects and increased borrowing. Yet the outlook remains stable. This follows t ...