I'm moving into AI and humanoid robotics. I still have a lot of reading to do, but that's what I'll be looking into tomorrow before trading starts. Might take all week to figure out everything, but I'm starting to feel like it's the play for my.long-term holds.
Take a good look at cyberdyne systems. They got new air force system called skynet.
Not that Im any good at this. Amazon, AMD, palanitir, and betting on a long shot bigbear ai. There's a recent thing about military not using anthropic AI. Guess they want to not be into military. Telsa just doesn't look like a money maker on the chart. Not alot of growth, but, I am betting they want to buy their shares back. Haven't bought any but that would be my plan for it.
Think healthcare and AI tempus might be one to look into. But, I'm thinking the big pharma companies might have their own investments. maybe they need a 3rd party to validate their new drug studies.
Sprott has a critical metals for energy industry and a metals miner ETF I am interested in.
AI's block is energy, its 1971 eldorado far as the grid is concerned. My state has put a block to it, but didnt need to electricty rates are sky high here. The US has about a year before the grid is max'd out. Electric homes, cars, and regular technology advancement already strained the US even before AI was in the picture.
they call it sub 6. 6 cents a kilowatt or cheaper. Places where natural gas can't be piped out, or local electric needs are too low is a hot spot. Texas, oklahoma, nebraska, kansas. If I remember the states well. Takes a ton of elelctricty to run it, and uses a ton of air conditioning to warm up our toasty little planet more.
Folks who make modestly sized gas turbines, even big ones. westinghouse, GE, even caterpillar has smaller industrial gas turbines (solar). Somebody is pushing fuel cells at these sites, Bloom energy. Solar is easy to permit vs other types of energy, but its on the expensive side. I think bill gates is working on putting data centers in the ocean to solve the cooling part. microsoft and amazon are actively building nuclear.
Nuclear is expensive, slow, and bad taste in voters mouths. Make their electric bill high enough,, they'll forget how to spell chernobyl. My school had a small training nuclear reactor. Fluor might be a builder, cameco sourcing the fuel, bechtel could be in on it too, IF nuclear AI is your interest, find out who is leading the way in europe, then see US trailing behind with those folks. Nuscale has some NRC approvals, but has a ways to go. They're making a site in romania. Too much red vs blue team tug of war to make years long projects come to life.
