# AI infrastructure stocks — X 热门讨论 (2026-09-23 02:27 UTC)
## @StonkValue (Value Investing Edge) · 09-23 00:24 · ♥55 ↻7 💬6 Morgan Stanley now estimates that AI compute demand to exceed supply for many years, making compute one of the biggest AI bottlenecks.
These 10 stocks are positioned to capitalize in this AI boom:
1. $IREN | A vertically integrated AI compute and data center play. Builds large scale, power dense data centers and provides $NVDA GPU cloud infrastructure for AI training and inference. https://x.com/StonkValue/status/2102554678857007174
## @SoSoValueCrypto (SoSoValue) · 09-22 06:11 · ♥30 ↻7 💬1 AMD Tops $1 Trillion as Meta Gives Wall Street a New AI Business to Price In https://x.com/SoSoValueCrypto/status/2102279592077873354
## @anasalhajji (Anas Alhajji) · 09-22 22:08 · ♥30 ↻5 💬1 ⭕️What did Trump actually offer the world at the UN — and why did oil barely move afterward?
⭕️If diesel is at a record high again, why shouldn’t this spike be read like the ones that came before it?
⭕️India’s Russian crude imports are falling. Does that mean New Delhi is finally diversifying away from Moscow?
⭕️Saudi buyers have been told Yanbu loadings may resume. What still has to be known before that news matters?
⭕️After months of workarounds, is there still a real route around Hormuz for Saudi crude?
⭕️Iran says Hormuz could reopen in a week. What would have to happen first?
⭕️With a new US law hanging over Russian-oil buyers, should Indian refiners start cutting cargoes now?
⭕️Could the Gulf energy crisis really lift global biofuel output by 2030 — and what is the hidden cost?
⭕️A $5 billion US reconstruction fund has been floated for the Middle East. What is it actually meant to cover?
⭕️If Norway wants more Arctic drilling, can the EU’s opposition stop the barrels from coming?
⭕️Shipping routes are shifting and war-risk premiums are rising. Is the old insurance system still the lever it used to be?
⭕️Why would a growth-friendly state like Texas freeze new data-center permits?
⭕️AI demand is booming in China. So why are its power-infrastructure stocks lagging?
⭕️Why is Washington looking to Belarus for potash instead of Canada?
Daily Energy Report https://t.co/jmbLOjbcVh https://x.com/anasalhajji/status/2102520423024058652
## @haremfinacer (Harem Financer) · 09-22 20:30 · ♥35 ↻2 💬1 You could not export Oil or natural gas/LNG until 2014/16. Natural Gas act and the the Consolidated Appropriations Act. The Natural Gas Act of 1938 always required Department of Energy approval exports to non-FTA countries needed a “public interest”. The future interest and ability to export oil is what increased the export market of downstream product like middle d.
The US produces a structural surplus of middle d for national security reasons. The sacrifice is everyone gets bad gas engines that do not last as long. But people are okay with that Automakers/labour unions. Local gas market and middle d for export. It allows the US to maintain energy plantation foreign policy. As the key fulcrum in energy plantation politics is and will always be middle distillate. There were two main cohorts. The security state advocated for the export of energy raw/or processed. So that it could force allies to be dependent on their terms. These could be 10-30 year binding LNG terms or access to middle d depth and or raw oil. The other party was against such as it had concerns about native / domestic cost for said energy products if the entire world was competing for them. The security state won. The domestic cohort with concerns about higher cost was supported by globalist institutions who export typical Malthusian policy into the US so it can never create the market regime to create energy politics plantation leverage which is suppose to stay under the monopoly of OPEC and its stake holders who are only arab by stewardship of the physical assets but are many different other groups when you look at who owns the debt attached to all that infrastructure and has the most dependency on it. It is naive to view war via where the kinetic rounds might be taking place. The second order effects and how they change the non cooperative games are a better place to focus. The security regime does not give a shit about anyone. The citizens job is to endure. The farmer to the creditor bag holding big AI. China also has export bans. It built a strategic public petro reserve that is as big as Manhattan 12" deep. It did not just do that for fun or because they are 'dumb communist and that causes misallocation of capital'. They did that because they are smart and are well aware that the US foreign policy on energy is not libertine and the US policy is that access to energy is a privilege not a human right. Esp if the US is underwriting the transit of it. So they built the infrastructure to hedge and bought the surplus off the market. They did not buy the surplus, build the refinery capacity, or their own clear and dark reserves because they believe propaganda about the "Islamic bomb" Iran and yellow cake, and all such nonesense which is domestic propaganda for the heavily weighted philosemetic evangelical right.
There is good money to be made out there and the only way for a individual to hedge against the states request that you 'endure' the cost of policy is the tickers which are reflective of the policy. The regime publishes infinite forward guidance about the policy so much so that counter regimes build infrastructure in the tens of billions to hedge said policy.
Energy should be used as a geopolitical weapon.” — Sen. John Barrasso, introducing the North Atlantic Energy Security Act, July 2014.
“The very passage of this legislation … would immediately reduce Russia’s negotiating leverage even before the first molecule of LNG shipment actually goes out.” — Rep. Cory Gardner, arguing for expedited LNG approvals, June 2014
“The abundance … gives us a lot of power, a lot of capacity to influence for good all around the world.” — Secretary of State Mike Pompeo, 2018,
In the same 2014 House debate for natty gas act liberalization rep. paul tonko warned that LNG export policy would “lock us into higher and more volatile natural gas prices”
The request for the citizen to endure is going to increase much more. If you thought covid was a lot of enduring well thats just the greasing the bearing.
Energy Secretary Granholm wrote refiners
“Given the historic level of U.S. refined product exports, I again urge you to focus in the near term on building inventories in the United States, rather than selling down current stocks and further increasing exports.” — August 2022 letter to major refiners
No one really gives a shit about the 'Islamic bomb'. Just like no one really gives a shit about civil rights. Its a means to end for wage deflation or a institute which supports the velocity of money. Black and woman spend money. w2 wage slave buys dead firms in bloated indexes which are needed for supply chain management.
Restricting Russian middle distillate from the market has nothing to do with Russia. It has everything to do with the EU and its refusal to pivot from China. > 引用 @favelaoverlord: Farmers and rural republicunts in Iowa are going to gigarape America so they can pay $4.50 instead of $6 per gallon of diesel https://x.com/haremfinacer/status/2102495817328476639
## @decilizer (Decilizer) · 09-22 12:53 · ♥32 ↻0 💬0 $NEAR is having a serious run, but the interesting part isn't the price.
A lot of people still see NEAR as another L1 from the last cycle. But NEAR has been quietly building something much bigger.
With NEAR Intents, you don't need to know which chain to use, where the liquidity is, or which bridge to touch. You tell the network what you want done, and the solvers handle the rest across different chains.
Now imagine that with tokenized stocks, stablecoins, RWAs, and AI agents.
An AI agent won't care whether an asset sits on Ethereum, Solana, or another chain. It just needs to be able to find it, move it, and transact with it.
That's exactly the problem NEAR is trying to solve.
Chain Signatures lets NEAR-based applications interact with assets on other chains, while its AI work is focused on giving agents the infrastructure to actually operate and transact.
At the same time, NEAR has cut maximum annual issuance from 5% to 2.5%, with protocol revenue increasingly becoming part of the economic model.
So I'm not looking at NEAR and seeing another L1. I'm looking at a network trying to make moving money between blockchains as simple as telling an AI what you want.
If that works, the opportunity is much bigger than anyone can imagine. https://x.com/decilizer/status/2102380643078565938