steven fiorillo
OpenAI News Is Bullish For The Energy Sector
10/14/2025, 1:37:45 AM
Economic Summary
- OpenAI contracted 26 GW of chips across Nvidia, AMD, Broadcom
- Mega-cap tech likely to increase capex spending
- Natural gas remains dominant in US electricity generation
- Potential for strong Q3 and Q4 earnings from tech giants
- Interest rate declines could spur infrastructure expansion
Bullish
- OpenAI's chip deals drive massive energy demand
- Data center buildout bullish for infrastructure and oil
- NextEra Energy strong diversified utility with renewables
- Chevron's Guyana assets hold major free cash flow potential
- Energy Transfer offers high yield and unique infrastructure
- CoreWeave shows exceptional revenue growth projections
Bearish
- SMR companies lack proven cost-efficient scalability
- Most quantum startups unlikely to compete with Alphabet or IBM
- Many high-flying stocks may crash if unable to execute
- Upstream oil plays carry premium valuations
- Data center REITs may be priced out due to capex needs
Bullish tickers
BMRETHNEEETENBCVXXOMCoreWeave
Bearish tickers
SMRQuantumCape
People mentioned
AnthonyStephenMattMike WorthWarren BuffettBill GatesRick Perry