According to CNBC, KeyBanc stated that a Texas land owner could be a beneficiary of the AI boom, as shared via a CNBC post on X on Dec 2, 2025. Source: CNBC on X, Dec 2, 2025. The post does not disclose the company name or ticker and directs readers to the linked article for details. Source: CNBC on X, Dec 2, 2025. No cryptocurrencies are mentioned in the post, and no direct crypto market impact is indicated. Source: CNBC on X, Dec 2, 2025.

According to @nic__carter, per-capita compute is set to increase by many orders of magnitude over the next decade and AI data centers could consume 30%+ of total power, a shift he says is unfolding in real time. Source: @nic__carter on X (Oct 29, 2025): https://twitter.com/nic__carter/status/1983578240321982551 For trading, this highlights persistent electricity supply pressure that can influence BTC mining costs, power-sensitive crypto infrastructure, and AI-exposed equities; Carter also referenced an X post for context. Source: @nic__carter on X (Oct 29, 2025): https://twitter.com/nic__carter/status/1983578240321982551; referenced link: https://x.com/MichaelMOTTCM/status/1983485830741332215

According to @nic__carter on X on Sep 9, 2025, AI datacenter and neocloud stocks had a strong trading day, indicating broad strength across the AI infrastructure theme. The post did not list specific tickers or performance figures, so the note should be treated as sector-level sentiment rather than quantified guidance, per @nic__carter on X on Sep 9, 2025. No cryptocurrency impacts or tickers were mentioned, so no direct crypto market effect was cited in this update, per @nic__carter on X on Sep 9, 2025.