POWER Power Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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19:31
Sep 17
Sep 17
Bet on AI power, including uranium.
AI models all need power, so rather than picking which model wins, he invests in power generation in Norway, Finland, Alberta, and Utah. This includes uranium because data centers will increasingly be powered by small modular reactors, and none operate without uranium.
HIGH
03:18
Sep 14
Sep 14
AI infrastructure power and ESS attractive.
AI infrastructure-related ESS, power, and data-center themes may offer opportunities as the semiconductor trade slows, so investors should watch these linked areas rather than focus only on memory chips.
LOW
22:29
Feb 25
Feb 25
SVP is investing heavily (40% of portfolio) in "real assets, power plants, airplanes, real estate, toll roads." Khosla explicitly states, "We are not in the high knowledge growth game." This is a defensive rotation against AI disruption. While AI threatens "knowledge" jobs and SaaS cash flows, it cannot digitize a toll road, a power plant, or an airplane. Furthermore, AI data centers require massive amounts of power, creating a tailwind for power generation assets. LONG. These assets provide inflation protection and insulation from the technological deflation AI brings to software. A deep recession would lower demand for travel (airplanes) and energy (power), hurting cash flows despite their "real" nature.
12:11
Jan 23
Jan 23
AI and storms drive power demand.
Power and power solutions are attractive because the AI revolution needs substantial electricity and the winter storm is highlighting near-term power demand and grid needs; alternative power solutions are needed to keep AI growth going while containing utility costs.
MED
14:39
Jan 22
Jan 22
AI drives new power and grid demand.
The AI buildout requires hundreds of billions in infrastructure, and countries will have to rebuild grids and source new power/energy. Fink has a strong foundational belief that AI will accelerate new sources of power, and cheap, abundant power could lift the rest of the world.
MED
12:31
Jan 22
Jan 22
Power is key data center constraint
The main constraint on data center growth is power availability, not capital. Because it will take time to build enough new power plants, existing locations with strong power access and power supply are strategically valuable, creating a persistent bottleneck for the buildout.
MED
13:25
Jan 20
Jan 20
AI compute demand drives infrastructure buildout.
AI compute consumption is unprecedented, with AI labs consuming massive amounts of compute and requiring funding. This is driving significant demand for power and data center construction, creating a strong infrastructure buildout theme.
HIGH
00:28
Jan 20
Jan 20
Bottlenecks drive memory, power, materials, shipbuilding, defense.
The main current theme is bottlenecks from supply constraints and shortages from excess demand, appearing in memory, power, raw materials, shipbuilding, and defense. Not all will lead, but these areas are where leadership is forming.
MED
15:05
Jan 16
Jan 16
Power demand exceeds supply; own power.
Power demand from AI and data centers is insanely strong and the grid cannot supply enough. Cramer says power is a gating factor, its shortage is making everything more expensive, and PJM's load forecast appears too low, implying power/electricity stays tight.
HIGH
20:13
Jan 15
Jan 15
AI power demand is under-modeled opportunity.
AI is a power and data constraint, and the demand for power was an under-modeled fat-tail opportunity because it was not in historical data and many AI models could not see future demand. Recognizing that AI would consume a ton of power could have made a fortune, and this is an example of weird-market alpha.
MED
06:23
Jan 15
Jan 15
AI buildout drives power shortage.
Power is one of the biggest shortages in the AI buildout phase, making power and electricity infrastructure a beneficiary of data-center demand.
MED
18:03
Jan 08
Jan 08
Digital infrastructure buildout drives private credit 2.0
Private credit's next phase, private credit 2.0, is being driven by the massive capital needs of the digital infrastructure buildup. Dan sees trillions of dollars required for data centers and power generation to support compute demand; this is the backbone of the next industrial revolution and a major opportunity for private credit and related digital infrastructure investments.
HIGH
About POWER Investor Commentary
Across the available history and selected sources, Buzzberg tracks POWER (Power) across 6 sources: 10 bullish vs 0 bearish calls from 12 authors. Historical directional balance: 83% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 12 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 1 other directions. Latest voices: Kevin O'Leary, Lee Ji-eun, Victor Khosla.