Elon Will Handle the Energy Bottleneck Himself: Buys APR Energy for $1B

There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers. We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------TIMESTAMPS0:00 AI Power Bottleneck2:44 Energy Demand Explodes4:12 Elon’s Permitting Loophole7:23 Memory Trade Rotation10:08 Korea’s Memory Shock12:27 Electricity Becomes the Trade14:51 Power Stack Layers16:15 Bloom’s Portable Fix17:35 GE Vernova Leads19:29 Nuclear Gets Interesting21:44 The Power Trade Thesis22:44 Bullish on Electricity24:09 Model Agnostic Demand25:15 Short-Term and Space Power26:00 Closing------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.