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Where is the smart play to power these data centers?
Posted on 9/22/26 at 10:44 am
Posted on 9/22/26 at 10:44 am
I keep hearing power supply is a bottleneck on current and future data center development. I've been holding IBAT and POWR etfs but not seeing much bump in these group plays.
I started in nuclears but exited about 3 months ago. Is natural gas producers or transporters where it's at?
I started in nuclears but exited about 3 months ago. Is natural gas producers or transporters where it's at?
Posted on 9/22/26 at 11:43 am to ynlvr
Small nuke reactors are what they are going forward with. Some are going to onsite natural gas generation but nukes will dominate sometime in the near future.
Posted on 9/22/26 at 12:07 pm to notsince98
quote:
onsite natural gas generation
This should be a no brainer.
Posted on 9/22/26 at 12:08 pm to ynlvr
Natural Gas compression companies that manufacture engines (Caterpillar) and gas compression devices that attach to those engines (Dover).
Posted on 9/22/26 at 12:18 pm to ynlvr
Natural gas and geothermal. Look at Fervo for geothermal.
Posted on 9/22/26 at 12:23 pm to ynlvr
I keep thinking one day we will utilize this big ball of infinite energy radiating in the sky, but I couldn’t be more wrong.
Posted on 9/22/26 at 12:34 pm to dkreller
quote:
This should be a no brainer.
It is quite difficult because pipelines just aren't run anywhere. Plus the engineering to build NG generation isn't cheap. There are so many variables and you just never know what the future pressures and flow for a pipeline will be.
Posted on 9/22/26 at 12:36 pm to Tiger4life306
quote:
I keep thinking one day we will utilize this big ball of infinite energy radiating in the sky, but I couldn’t be more wrong.
The problem with that is, most if not all the energy on the planet comes from the sun but it is just a small amount of what the sun sends our way. Much of what the sun sends us is reflected back out into space. If you start reducing how much sun is reflected, you start increasing the amount of energy that gets trapped on the planet. If you want a direct way to increase the temperature of the planet, trapping more solar energy is a great way to do it.
Posted on 9/22/26 at 12:39 pm to ynlvr
If OKLO has continued success with the Aurora Generator then I expect them to be a market leader for powering data centers.
Posted on 9/22/26 at 2:15 pm to ColoradoAg03
quote:
geothermal
Not many places can do this. Doesn't get hot enough.
Posted on 9/22/26 at 2:34 pm to ynlvr
There's some ideas being floated around to damn the Mississippi River and get some power out of that baby
Posted on 9/22/26 at 3:10 pm to LigerFan
Missed opportunity in Richland Parish? 
Posted on 9/22/26 at 3:46 pm to Tiger4life306
quote:
I keep thinking one day we will utilize this big ball of infinite energy radiating in the sky, but I couldn’t be more wrong.
To be fair, That is Elon's end goal. His plan is to fill space with data centers powered by solar. That is the point of Starbase Louisiana.
Posted on 9/22/26 at 4:26 pm to ynlvr
Hearing a lot about wood pellets or wood chips lately to help be “green”
Posted on 9/22/26 at 7:58 pm to ynlvr
I'm not saying it's a smart play, maybe experts can weigh in but one I discovered the other day that's interesting is INIO.
Posted on 9/22/26 at 8:17 pm to ynlvr
Power is a bit perplexing right now.
I think VST and AGX are extremely interesting at current prices.
BE should have been the obvious trade a year ago.
Months of consolidation probably isn’t a bad thing. Don’t lose patience.
Have you heard of SEI or FPS?
I think VST and AGX are extremely interesting at current prices.
BE should have been the obvious trade a year ago.
Months of consolidation probably isn’t a bad thing. Don’t lose patience.
Have you heard of SEI or FPS?
Posted on 9/22/26 at 8:56 pm to bayoubengals88
Timed VST pretty well in June. Got out ahead of the volatility. Rode GEV for a good return. Haven’t heard of SEI and FPS. Both showing profitability. The whole sector appears skittish right now. It’s got to blow eventually.
I bought into the ETFs thinking the rising tide will lift all boats - ie. pick & shovel stocks like FIX, ETN & Schneider. Patience may be the right attitude at this juncture.
I bought into the ETFs thinking the rising tide will lift all boats - ie. pick & shovel stocks like FIX, ETN & Schneider. Patience may be the right attitude at this juncture.
Posted on 9/22/26 at 9:00 pm to carguymatt
INIO is new to me also. Interesting, Strategic positioning, but has taken a beating last six months. Hard to track non domestic stocks.
Posted on 9/23/26 at 8:59 am to Specktricity
quote:
To be fair, That is Elon's end goal. His plan is to fill space with data centers powered by solar. That is the point of Starbase Louisiana.
Space based solar will be great to follow. I think they'll have more issues with cooling than they realize but we shall see.
Posted on 9/23/26 at 9:10 am to notsince98
Very Promising. Keeping an eye on this Space
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