OKE
Tensions around the Strait of Hormuz raise fears of global oil supply disruption, which pushes energy prices higher and boosts sentiment for U.S. energy infrastructure companies like ONEOK ($OKE).
AI infrastructure doesn’t stop at chips and power — it also needs energy transport.
ONEOK ($OKE) operates critical U.S. energy infrastructure, moving natural gas and liquids through massive pipeline networks.
As electricity demand rises from AI data centers, industrial expansion, and grid growth, reliable energy delivery becomes increasingly important.
While the market focuses on GPUs and software, companies like OKE power the backbone feeding the system.
No energy flow → no large-scale infrastructure.
@Market
Tensions around the Strait of Hormuz raise fears of global oil supply disruption, which pushes energy prices higher and boosts sentiment for U.S. energy infrastructure companies like ONEOK ($OKE).
AI infrastructure doesn’t stop at chips and power — it also needs energy transport.
ONEOK ($OKE) operates critical U.S. energy infrastructure, moving natural gas and liquids through massive pipeline networks.
As electricity demand rises from AI data centers, industrial expansion, and grid growth, reliable energy delivery becomes increasingly important.
While the market focuses on GPUs and software, companies like OKE power the backbone feeding the system.
No energy flow → no large-scale infrastructure.
@Market
👍9❤1
JFROG
AI isn’t just about building models — it’s about deploying them at scale.
JFrog ($FROG) sits in the software delivery layer powering updates, security, and AI application deployment.
As enterprise AI adoption accelerates, infrastructure platforms like JFrog become increasingly critical.
No deployment → no production AI.
@Market
AI isn’t just about building models — it’s about deploying them at scale.
JFrog ($FROG) sits in the software delivery layer powering updates, security, and AI application deployment.
As enterprise AI adoption accelerates, infrastructure platforms like JFrog become increasingly critical.
No deployment → no production AI.
@Market
❤5👍2