-= Steve =-

Full Time Risk Enthusiast

[-= Steve =- @Beefchowfund]

AI Energy play

$NEE $VST $CEG $NRG $GEV $FSLR $ENPH $OKLO $SMR $NNE

1. NextEra Energy $NEE

NextEra Energy is one of the largest electric utility companies in North America and a global leader in renewable energy. The company operates through its subsidiaries, including Florida Power & Light Company and NextEra Energy Resources, which is the world’s largest generator of renewable energy from wind and solar. NextEra has been actively expanding its renewable energy portfolio to meet the growing electricity demands driven by AI and data centers.

2. Vistra Corp $VST

Vistra is a leading integrated retail electricity and power generation company, operating a diverse portfolio that includes natural gas, nuclear, solar, and battery storage facilities. The company has been aligning its operations to cater to AI-driven electricity needs, with significant investments in energy storage and renewable energy projects.

3. Constellation Energy Corporation $CEG

Constellation Energy is a leading clean energy company and the largest producer of carbon-free energy in the U.S., primarily through its extensive fleet of nuclear power plants. The company has been exploring opportunities to support AI data centers with reliable and sustainable energy solutions.

4. NRG Energy Inc. $NRG

NRG Energy is an integrated power company engaged in the production, sale, and delivery of energy and energy services in U.S. markets. The company operates a diverse portfolio of natural gas, coal, oil, nuclear, wind, and solar power generation facilities. NRG has been focusing on providing energy solutions that cater to the increasing demands of AI and data centers.

5. First Solar Inc. $FSLR

First Solar is a leading global provider of comprehensive photovoltaic (PV) solar energy solutions. The company designs and manufactures solar modules and provides utility-scale PV power plants. First Solar’s technology is instrumental in supplying clean energy to meet the rising electricity demands from AI applications.

6. Enphase Energy Inc. $ENPH

Enphase Energy is a global energy technology company and the world’s leading supplier of microinverter-based solar-plus-storage systems. Their technology enables energy management technology at the individual solar module level, contributing to efficient energy solutions that can support AI infrastructure.

7. NuScale Power Corporation $SMR

NuScale Power is an American company developing small modular reactor (SMR) nuclear technology. Their SMRs are designed to provide scalable and reliable nuclear power, which can be a significant asset in meeting the substantial energy requirements of AI data centers.

8. Oklo Inc. $OKLO

Oklo is a company focused on developing advanced fission power plants, including compact and efficient reactors. Their technology aims to provide clean and reliable energy solutions, potentially supporting the energy needs of AI and data center operations.

9. Nano Nuclear Energy Inc. $NNE

Nano Nuclear Energy is a company involved in the development of advanced nuclear energy solutions, including micro-reactors. Their technology is geared towards providing safe and efficient nuclear energy, which could play a role in meeting the growing energy demands of AI infrastructure.

These companies are at the forefront of integrating advanced energy solutions to support the expanding needs of AI technologies and data centers.

[-= Steve =- @Beefchowfund]

@3PeaksTrading I made $10 😂😂

[*Walter Bloomberg @DeItaone]

SK HYNIX PICKS NASDAQ TO RIDE AI BOOM

South Korea’s SK Hynix plans to list in the U.S. on Nasdaq as early as August, targeting AI-driven investor demand. The memory-chip giant, a key Nvidia supplier, has seen its shares surge 230% this year, pushing its value above $1 trillion. The listing aims to expand its global investor base, with analysts noting Nasdaq’s strong technology focus and higher growth valuations.

[Whole Mars Catalog @wholemars]

Elon: I've got a fucking IPO tomorrow bro. Cut this war shit out. We've got midterms in a few months

Trump: alright bet

[-= Steve =- @Beefchowfund]

@stevenplace What’s with all those Japanese bots ?🤣

なに❓？？？

[-= Steve =- @Beefchowfund]

@GovBobFerguson Delulu~

[-= Steve =- @Beefchowfund]

@AOTtrades These are times we hunt for double bottoms… 😍😍😍 https://t.co/ZmgJ8w6ieX

[-= Steve =- @Beefchowfund]

@stevehou Smoking crack

[Jason @3PeaksTrading]

Guess that record low correlation matters after all! COR1M index spiking 75% today

Huge red flag warning the past week while the momentum traders chased new highs.. gave plenty opp to cover up short put exposure and hedge at cheap skew levels..

[-= Steve =- @Beefchowfund]

Clean up on aisle 5 kind of day…

[-= Steve =- @Beefchowfund]

@spotgamma good stuff!

[SpotGamma @spotgamma]

Option market showing spasm risks https://t.co/6UOq8SjfK3

[-= Steve =- @Beefchowfund]

Shout out to @3PeaksTrading calling this out last week. Those hedges sure looking sweet on days like today.

[Jason @3PeaksTrading]

COR1M rising 20% today as correlation starts to jump... been a top red flag this week and likely continues to be

[由仁アリン Arin Yuni @Arin_Yumi]

The Japan National Team departs for Monterrey, Mexico for the 2026 World Cup!

[We Heart Seattle @weheartseattle]

Man suffering through opioid withdrawal on the streets of Seattle. He already has housing. The system isn’t failing because of a lack of beds , it’s failing because we refuse to address the root causes of addiction instead of just treating the symptoms. When we measure the wrong things, we get the wrong results. Time to stop wasting taxpayer dollars. @GovBobFerguson @MayorofSeattle

[Lex Fridman @lexfridman]

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.

Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.

Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.

Days like these, even more than usual, I feel like the luckiest kid in the world.

Love you all! ❤️

[-= Steve =- @Beefchowfund]

@thehoffather Not that I like the seattle mayor but the data is from 2023 bro… click bait

[-= Steve =- @Beefchowfund]

@AOTtrades What’s for lunch ? 🚀

[-= Steve =- @Beefchowfund]

@monkeyxofficer @regardingsemi 🤣

[-= Steve =- @Beefchowfund]

@kunal00

[-= Steve =- @Beefchowfund]

Small businesses don’t need temporary relief. we need policies that actually attract companies and investment back into this state.

If we want stronger tax revenue and thriving local communities, why not start by addressing the growing drug and public safety issues on our streets?

There’s always a lot of talk about empathy, but where is the empathy for the victims, the families, workers, business owners, and everyday people who have been harmed by the violence, theft, and instability caused by severe drug addiction and unchecked crime?

Safer streets and a healthier business environment would naturally bring more jobs, more economic activity, and more tax revenue. That revenue could then fund important local priorities like education, infrastructure, and support for low-income families in a sustainable way.

[Ari Hoffman @thehoffather]

NEW: Spencer Pratt says he is going to send LA's homeless to Seattle.

"They're not homeless, they're drug addicts... These people have been bused in by scam rehabs, scam NGOs, scam homeless nonprofits."

"They're all going to Seattle, where the mayor will welcome them."