Varun Sivaram

Founder & CEO, Emerald AI
· tracked since Aug 2026
Calls
1
Win Rate
100.0%
return
+0.1%
Calls 1 1 Posts tracked · 1.0/day Posted today
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7d 1
30d 1
90d 1
Best Calls
XLU Long +0.1%
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No live losers yet
Most Mentioned
XLU ×1
AI DATA CENTERS ×1
Recent Calls
XLU Long 12 hours ago
Win Rate 100% Long 1 Short 0
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Average Return +0.1% Long Return +0.1% Short Return -
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XLU Utilitie... Utilities Select Se...
Long
Aug 26
$43.52
+0.1%
Power is AI bottleneck, not chips.
Varun argues that power, not chips, is the binding constraint for U.S. AI data centers through 2030: U.S. AI demand will be 70 gigawatts by 2028 while only 30 gigawatts can be connected, and flexible power can unlock 100 gigawatts of existing grid capacity, making utilities and power infrastructure critical.
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Varun Sivaram has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: XLU, AI DATA CENTERS.