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“Every Nvidia rack burns 50 to 125% more power, so the power-supply makers see selling prices jump 40% a year for years at higher margin, a story almost too good to believe.”
Source
Alex SacerdoteYouTube“Why the AI Boom Is Just Getting Started”56:08
“in the power supplies, every Nvidia chip or rack uses 50 to 125% more power. And like literally that drives the ASPs of Delta and Advanced Energy.”
Performance
Entry$306.11
Current$311.27
Since call+1.69%
Confidence72%
How this was scored
Entry$306.11Jun 9, 2026 · 12:00 UTC · paste.trade
Resolution$293.64Jul 9, 2026 · 13:58 UTC · Yahoo Finance
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 9, 2026 · 13:58 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.