The fact that energy is/will be the bottleneck has been a topic for a long time, so imo a lot has been priced in. What I see as even more attractive is the combination of energy and systemic relevance and state autonomy - I strongly assume that as soon as the Iran war is over, we will see a push towards renewable and possibly also nuclear energy internationally, especially in Southeast Asia and Japan.
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@TradingMelone Yes, it is widely known that energy is important. But in my opinion, the vast majority of people still underestimate the issue and, above all, the extent of it can only be guessed at the moment!
And there are still no really concrete consequences, such as data centers not being able to be connected to the grid on a large scale. That's when it gets really exciting 👍
And there are still no really concrete consequences, such as data centers not being able to be connected to the grid on a large scale. That's when it gets really exciting 👍
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