All these deals being announced and it comes back to just one company…TSMC $TSM.
— Mosaic Asset (@MosaicAssetCo) October 13, 2025
careful coz openai is shady pic.twitter.com/RusZw9Cojn
— Dimitrios Paolo (@dimitriospaolo) October 13, 2025
— PeterK (@PeterKi97) October 13, 2025
Blackstone says the next big thing is chips, data centers & power.
The first two feed on the third as U.S. electricity demand climbs 40% in the next decade.
Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE
Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWVpic.twitter.com/RGlq6ZdAXh
— Shay Boloor (@StockSavvyShay) October 12, 2025