Update; sometimes all you need to do is pay attention.
$TDIC now up 690% since my initial alert.
Even up 100%+ since I gave it here free on X at $7.
Can this be another 1,000% gain?
$QUCY also paying too!
@optionscjp Stuck in $NBIS covered calls. Started of with $105 $110s in march and kept rolling them over as it went vertical. Have reached June July exps with strikes $125, $130 not. What could I do except rolling them forever.
AI is driving consumer energy costs higher:
The RGGI carbon price, which covers CO2 emissions from power plants across 10 northeastern US states, jumped +31% last week, to $47 per metric ton, the highest in at least 4 years.
This increase briefly pushed RGGI prices past California's record CO2 price of $44 set in 2024.
In other words, AI-driven power demand in the Northeast is repricing carbon risk faster than California's broader economy-wide market, with RGGI having historically traded at a fraction of California's price.
This comes amid anticipation of Virginia's planned return to the market in July which will sharply increase demand for carbon permits, as this state contains a large amount of AI data centers.
This is adding further pressure to consumer electricity bills, which are already rising due to the AI-driven boom in power demand.
The AI buildout is redefining energy markets.
$NBIS shareholders… here’s the part most people still don’t get.
This stock doesn’t need a new story to reach $150.. it already has the fundamentals.
1At ~$112 with a ~$166 consensus and only ~22% institutional ownership, the gap isn’t about risk anymore, it’s about WHO hasn’t bought yet.
The move higher comes from recognition, not discovery.
As ARR ramps into May, Goldman updates a stale view, and index flows start kicking in, capital gets forced into the name.
@InsideDashboard rhetoric. He clearly mentioned during GTC that they have 1.5 Trillion worth of orders for the next 6 orders. This forecast is backtracking from that comment.