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Nonetheless, Microsoft is firing up a nuclear reactor to power a new data center. My money is in the energy sector right now. Obvious boom coming with solar, nu
by datavirtue 2y ago
Nonetheless, Microsoft is firing up a nuclear reactor to power a new data center. My money is in the energy sector right now. Obvious boom coming with solar, nuclear and AI.
- achenet 2y agoThis is very clever. In gold rush, shell shovels. In computing power rush, sell energy.
- datavirtue 2y agoYeah, I moved into a vanguard energy ETF. Some of this is already priced in (which makes me whince a little when buying) but the actual upside hasn't even hit yet, which will bring in a rush of activity on energy stocks. I have noticed over the decades that energy companies always do very well, especially in the long run. I was looking for renewables investments (particularly solar) but there is just too much uncertainty and the companies are so small.