Good ways to monetarily profit from the increasing demand for power?
4Dagon
3PeterMcCluskey
2Lorxus
-1Matt Goldenberg
-1Matt Goldenberg
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40
Probably no easy way. Power generation and transmission, far more than chips or other AI inputs, is very heavily regulated and socialized. It's very difficult to set a clearing price for new sources or methods.
30
My favorite power-related stock is CSIQ (Canadian Solar).
I also have positions in lithium mining companies (for grid storage), and construction companies that have some focus on power grids (e.g. MYRG).
Uranium bets are harder to evaluate.
There have been several good posts about how to profit from a world of AI takeoff.
However, when it comes to individual investment recommendations, most of them are for direct AI companies or builders of GPUs and compute infrastrucutre
Recently, it's become clear to me that power will be much more of a bottleneck than GPUs (and therefore even more valuable).
What's the best way to profit from this insight? Stock picks? Futures contracts? Something else?