According to The Kobeissi Letter, President Trump stated that the U.S. electricity grid is "old and tired," highlighting infrastructure concerns that could drive sector-specific flows in utilities and power equipment stocks (source: The Kobeissi Letter, Twitter, Oct 8, 2025). According to The Kobeissi Letter, the administration has recently taken equity stakes in Intel and metals companies, and the source posed whether a 10% stake in an electricity-related company could follow, though no electricity-sector stake was confirmed in the post (source: The Kobeissi Letter, Twitter, Oct 8, 2025). For trading, this unconfirmed headline suggests monitoring U.S. utilities and grid-linked names for policy-driven volatility while awaiting official disclosures to validate any electricity-sector equity action (source: The Kobeissi Letter, Twitter, Oct 8, 2025).

According to @KobeissiLetter, AI data centers could consume 1,600 TWh of electricity by 2035, equal to 4.4% of global power and roughly 4x current levels, implying energy will cap AI growth over the next decade (source: @KobeissiLetter). The International Energy Agency separately warns data center electricity use could about double from 2022 to 2026, underscoring accelerating load and grid constraints in key hubs (source: International Energy Agency, 2024). In major US markets, data center load is growing faster than EVs and hydrogen, making power availability and pricing a central driver for utilities and independent power producers in regions like Northern Virginia and Texas (source: @KobeissiLetter; PJM 2024 Load Forecast; ERCOT Long-Term System Assessment 2024). For crypto, tighter grids raise power price and curtailment risks for BTC miners, while operators with long-term low-cost power or self-generation are relatively better positioned (source: Cambridge Centre for Alternative Finance 2024; ERCOT 2024).

According to @business, Bloomberg's Big Take reports that surging AI data center electricity demand is sending consumers' power bills soaring, based on reporter Josh Saul's investigation. source: Bloomberg/@business. Higher retail electricity prices can raise operating costs for Bitcoin miners, pressuring hashprice and breakeven levels because electricity is the primary expense in BTC mining. source: Bloomberg/@business; Cambridge Centre for Alternative Finance. Traders should monitor utility and independent power producer equities, regional power prices, and listed BTC mining stocks for price action that reflects AI-driven power cost trends. source: Bloomberg/@business.

According to The Kobeissi Letter, 52% of S&P 500 stocks have outperformed the index year-to-date in 2025, a notable rise from the 32% and 29% recorded in 2024 and 2023, respectively (source: @KobeissiLetter, May 1, 2025). This broad market participation signals stronger momentum for active traders. Utilities stocks are driving this trend, with 81% surpassing the S&P 500 YTD, followed by 71% and 61% outperformance rates in other leading sectors. Traders may find increased opportunities in utilities and sectors showing high relative strength, suggesting a shift from concentrated gains to broader market leadership.