Oriel Avraham

stock trader📈 youtube: OrielTrades

[The Kobeissi Letter @KobeissiLetter]

The US AI boom has a hardware problem:

US imports of major electrical equipment rose +4.7% YoY in 2025, to $411 billion.

This equipment, including transformers, switchgear, and batteries, is needed to power the data centers that run AI systems.

Since 2020, imports have risen +$180.8 billion, or +78%.

The surge has been driven by AI companies racing to build data centers as domestic manufacturing cannot keep up with demand.

As a result, ~50% of all US data centers planned for 2026 are expected to be delayed or canceled because this equipment is in shortage.

We need more hardware.

[Wall St Engine @wallstengine]

Trump: Europe is desperate for Energy, and yet the United Kingdom refuses to open North Sea Oil, one of the greatest fields in the World. Tragic!!! Aberdeen should be booming. Norway sells its North Sea Oil to the U.K. at double the price. They are making a fortune. U.K., which is better situated on the North Sea for purposes of energy than Norway, should, DRILL, BABY, DRILL!!! It is absolutely crazy that they don’t… AND, NO MORE WINDMILLS!

[The Kobeissi Letter @KobeissiLetter]

Global data center power demand is set to accelerate:

Data center power demand is expected to grow +220% from 2023 levels, or +905 TWh, to a record 1,350 TWh by 2030, according to Goldman Sachs.

This is up from the previously expected +175%, driven by higher AI server shipment projections and increased deployment of more power-intensive servers for AI processing.

~60% of this growth is expected to come from the US, up from ~50% in prior estimates.

As a result, US data center power demand is set to reach ~750 TWh, followed by the rest of the world at ~600 TWh.

Furthermore, US data center capacity is projected to rise +197% between 2025 and 2030, to a record 95 gigawatts.

The AI power boom is accelerating.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US officially begins blockade of all ships entering or exiting the Strait of Hormuz.

[Evan @StockMKTNewz]

Sydney Sweeney just rang the opening bell for the 🇺🇸 stock market today at the NYSE

[Jesse Cohen @JesseCohenInv]

Investing in the stock market comes at you fast..

[Wall St Engine @wallstengine]

China is expanding subsidies for grid reliability by telling provinces to include batteries in a capacity payment program for the 1st time. The payments are tied to storage capacity, and HSBC says national energy storage capacity hit 183 GWh in 2025, already ahead of expectations

[Oriel Avraham @OrielAvraham]

SOMEONE MUST INVESTIGATE THIS ONE.

[Jesse Cohen @JesseCohenInv]

Nancy Pelosi’s net worth before Congress: $785,000

Nancy Pelosi’s net worth after Congress: $133,000,000

Best Trader in History.

[The Transcript @TheTranscript_]

$MU CFO: Micron ramps capex to $20B, accelerating HBM and DRAM capacity investments

"Micron plans to increase our fiscal 2026 capex to approximately $20 billion, versus our prior estimate of $18 billion. This increase will primarily support our HBM supply capability, and also our 1-gamma supply, in calendar 2026. We are pulling in equipment orders and accelerating installation timelines to maximize output capability"

[Wall St Engine @wallstengine]

FED'S DALY ON AI:

AI bubble not a threat to financial stability. AI could make country more productive. I am not seeing evidence of mass job replacement by A. I see more tech in place of hiring as the economy slows - Axios.

[Backpack 🎒 @Backpack]

good afternoon

[Oriel Avraham @OrielAvraham]

@wallstengine “Negotiating team”? Check the facts don’t listen to al jazeera they’re liars!

[Oriel Avraham @OrielAvraham]

Facts.

[*Walter Bloomberg @DeItaone]

WHITE HOUSE: TRUMP TO ANNOUNCE ARTIFICIAL INTELLIGENCE ACTION PLAN

[Strxwmxn @strxwmxn]

Everyone forgot about Greta

[Oriel Avraham @OrielAvraham]

@StockSavvyShay @TheBoysInvest Sezl🤩

[Oriel Avraham @OrielAvraham]

@TheGennadiy @wickedgame Please let us rest stats points! Im sick of open and lvling up new characters to test builds and not be able to test multiple builds on one character

[Oriel Avraham @OrielAvraham]

@elonmuskADO Yes

[Oriel Avraham @OrielAvraham]

@ilyAVIRAM @YouTube 🔥

[aviram @ilyAVIRAM]

[FREE] 21 Savage x JID Type Beat 2024 ~ "Sunshine" https://t.co/5672oIGq6w via @YouTube