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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (216612)	9/17/2025 6:10:28 PM
From: nicewatch	Read Replies (2) \| Respond to of 218049

Very nice, Jay, congratulations! As for the guest in the video I agree with most of what he says. Natgas and coal are cheap and will be necessary for a while to come for base load generation. Plus nuclear although uranium is a much smaller market and somewhat opaque with how utilities secure term contracts. I'm not convinced on the unending insatiable power demand for AI data centers for a few reasons but there's a lot of hype about it now as the hardware arms race continues.