I’m sure this has to mean something for $TE
The 20 Fastest-Growing Jobs in America by 2035 💼
visualcapitalist.com/the-20-…
$TE This is becoming a no brainer
$TE Matter of time this stock pops
JUST IN: AI datacenters now require nearly as much power as the entire US
Readers added context they thought people might want to know
AI data centers do not require nearly as much power as the entire US; total data centers used 4.4% of US electricity in 2023 (176 TWh), with AI servers ~40 TWh. eta-publications.lbl.gov/sites/default/… energy.gov/articles/doe-r…
Damn well know $ONDS going to be needed more than ever
On June 10, FBI and our law enforcement partners became aware of a potential threat to the UFC America 250 event in Washington, D.C. involving individuals outside of the National Capital Region – and thanks to the rapid action of this FBI, our partners, and the Department of Justice in a multi-state operation, multiple individuals are now in custody and allegedly planned attacks were stopped cold.
While the result represented the best of investigative work, it was also nothing out of the ordinary for this law enforcement team – we are built to detect, respond to, and bring to justice those who threaten the lives of American citizens - particularly during large gatherings like the historic UFC 250 fight. That’s exactly what we did here. I want to thank our great agents and partners, this work remains ongoing and we will continue to update the public as permitted.
We continue to encourage any American to report anything suspicious at 1-800-CALL-FBI or tips.fbi.gov.”
How about we stop the doom and gloom and start using the innovations available to us $NRGV
Nearly 50,000 people in the Lake Tahoe area have been told that their utility will stop providing power to them, because it's redirecting that power to data centers.
NV Energy, the Nevada utility that has supplied most of Lake Tahoe’s electricity for decades, says that next year it will stop servicing homes in the area, and instead direct that electricity to the growing demand from Nevada data centers.
Northern Nevada is one of the fastest-growing data-center corridors in the country.
fortune.com/2026/05/12/lake-…
Readers added context they thought people might want to know
“This does not mean the power is shutting off,” said Eric Schwarzrock, president of Liberty Utilities in Lake Tahoe. “Energy companies, utilities, [and] large customers change energy supply frequently.”
sfgate.com/renotahoe/arti…
All $NRGV needs right now is a hyper scaler contract
Kevin O'Leary's new data center is wild.
It will be bigger than San Francisco and draw as much power as all of New York City. 40,000 acres in Utah. 9 gigawatts. $100 billion total spend. Its own natural gas plant burning on-site to feed it.
He says it'll create 2,000 permanent jobs. Critics say data centers create almost none.
Both numbers are real. They don't describe the same building.
A typical hyperscale data center employs 100 to 1,000 people. The Uptime Institute pegs the rate at 1-2 staff per megawatt for automated hyperscale, which puts a 9 GW pure data center at roughly 900-1,800. The 2,000 number is plausible if you count everything inside the fence.
Inside the fence is a lot more than servers.
The on-site gas plant alone runs hundreds of operators. Combined-cycle plants typically need 25-40 staff per gigawatt, which puts 250-360 of the permanent jobs in power generation. Add security, logistics, fiber, and on-site contractor staff, and the 2,000 number stops describing the same job category the critics are pricing.
The approval path is the giveaway. The project went through Utah's Military Installation Development Authority, the same vehicle the legislature created for defense infrastructure. O'Leary's own announcement says target tenants are clients doing work on behalf of national defense, like the US government or tech firm contractors.
A defense-aligned 9 GW industrial campus that leases compute is a different building than a data center.
The framing matters because the tax math hangs on it. Brookings just published the cleanest dataset on this. Hyperscale counties see real information-sector gains, but only when four or more facilities cluster. Wages rise 3-4%. Subsidies in some studies ran over $2 million per permanent job.
A single rural campus with one tenant doesn't get the cluster effect. A defense complex doesn't need to.
Call it what it is. A power plant with servers attached.
$ONDS I been bullish on drones for years, but this year, the conversation of drones are at a whole new level
The modern battlefield demands a fundamental shift in how we build and deploy our forces. To maintain maritime dominance, the @USNavy and @USMC are aggressively pursuing a hi-lo mix of capabilities. Drones and autonomous systems are critical force multipliers—lethal, adaptive and built for speed and scale.
$ONDS The case for counter-drones is becoming more and more relevant
NEW: Drone strike reported in San Diego, California, on a Boeing 737 jumbo jet operated by United Airlines.
According to officials, the drone hit the plane at about 3000 feet as it was coming in for a landing from San Francisco.
"United Flight 1980 reported a possible drone strike just prior to arriving in San Diego," United Airlines said.
"The flight landed safely, and customers deplaned normally at the gate. Our maintenance team found no damage after thoroughly inspecting the aircraft."
According to the pilot, the drone was small, red, and shiny.
"Drone strike" in California was not on my bingo card today.
Audio: @thenewarea51
$BATL
Closing today:
Total raise: $15 million gross.
Price: Fixed at $5.50 per share.
That equals roughly 2.73 million new shares (15,000,000 ÷ 5.50).
$NVDA all these upgrades and reiterations on price targets makes me think these brokers are fearing the cascade of margin calls that can potentially unfold.
Waiting for the $MP trade deal news with Europe: "The majority of these (65.5%) came from China, drop of 3.6 percentage points from 2023, The average share of rare earth imports from China for EU states stands at 46 percent. Neighbouring Austria was Germany's second most important country of origin at 23.2 percent, followed by Estonia at 5.6 percent. Further processing of rare earths in countries like Austria or Estonia means the country of origin can’t be identified and are therefore attributed to the countries in which they’re processed."
cleanenergywire.org/news/ger…
$CCJ has a 49% stake in Westinghouse
🇺🇸TRUMP WANTS 10 NEW NUCLEAR REACTORS AND ENERGY COMPANIES SMELL BILLIONS
Trump wants 10 nuclear reactors built by 2030 and U.S. nuclear power quadrupled by 2050.
His executive orders have triggered a rush among energy firms chasing tens of billions in expected federal support.
Each reactor would produce 1,000 megawatts, enough to power over 500,000 homes.
Estimated cost: $75 billion, not including delays and overruns.
Westinghouse, a nuclear firm based in Pennsylvania, is leading the charge.
Its AP1000 reactor is already approved and in operation in the U.S. and China.
2 were recently completed in Georgia, though years late and at double the cost. Westinghouse says those issues are behind them.
Dan Sumner, Westinghouse’s interim CEO:
“There is active engagement with the administration, including key points of interface with the loan programmes office, recognising the importance of financing to the deployment of the model.
There are 10 large nuclear reactors in the executive order and we believe that we can do them all with AP1000 reactors.
Our customers, the hyperscalers, the tech firms, the suppliers are all coming together to try to figure out exactly how to deploy.”
Rivals are backing small modular reactors, or SMRs, which promise cheaper builds and faster timelines.
Companies like NuScale say stacking smaller units can match big plant output. Holtec claims fewer workers and lower costs.
Still, state regulators and utilities must approve each project and decide if customers will pay for it.
Foreign competition is minimal. Russia and China are blocked. France exited years ago. Korea has approval but no U.S. builds.
Tech giants like Amazon and Microsoft may get involved.
They need huge power and could help fund projects. For now, they are watching.
The race has started. The reactors are still on paper. The clock is ticking.
Source: FT
















