AI's explosive growth is powering a massive surge in electricity demand, gas and coal will fuel most of the new power needed for data centers through 2035.

CCGT (gas) dominates the incremental generation, with coal a close 2nd, renewables play a role, but fossils provide the reliable baseload.

Meanwhile, tech stocks are massively overhyped at 30-35% of the S&P 500, while energy remains low at just ~3%.

Exxon ($500B cap, #19 globally) is primed for a huge comeback, plus that $50B Canadian giant everyone's still ignoring.

#oott #AI #PowerDemand #Energy #Investing $XOM

🚨 $510 billion in irreplaceable assets

Ranked #19 in the S&P 500

While Apple and Microsoft command $6.7 trillion for making phones and software, the companies that literally power civilization are trading like they're going out of business.

But AI doesn't run on optimism. Every ChatGPT query, every data center, every training run requires massive, continuous, 99.99% reliable power.

The only thing that can deliver it at scale?

The same fossil fuels everyone decided to stop funding 15 years ago.

And the companies positioned to benefit are trading at half their intrinsic value.

In 2004-2014, oil giants like #ExxonMobil dominated the top spots.

Fast forward to 2024 tech has taken over completely.

But today? Tech overhyped at 35% of the market, energy low at just 3%

Exxon (still around #19 with $500B cap) poised for a massive top 5 comeback, plus a $50B Canadian giant everyone's ignoring.

The great rotation is loading...

#oott #Energy #Investing $XOM