In advance of Nvidia's earnings call, I look at the period of late May 2023, when the stock rose from $300 to $400, and now $950 a share. Nvidia announces May 22, after which stories will fly. This is all a humbling journey. And shout out to @SeekingAlpha in advance of #SAinvestingsummit

See also:
https://seekingalpha.com/article/4694...

I had produced a series of articles and videos anticipating the developments of the year. Now, I play forward some of the keys ideas and developments from my energy lens.

Also discussed are:
Increased power demand from utilities and other sourcings;
Increased data centers requiring power;
Disruption and decentralized approaches;
Breakthroughs, platforms, uses case and more.