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Power Grid Buildout
Transmission and grid-equipment names catching a bid on AI power narrative.
Retail Score
66
Velocity
+118%
Confidence
76%
Novelty
62
Discussion Summary
Auto-generated · updated 2 minutes ago
What changed today
GEV mentions +102% following utility capex commentary.
Why it's being discussed
Bottleneck framing: AI needs power, power needs grid, grid needs transformers.
What to watch next
PJM interconnection queue updates and utility earnings.
Attention Timeline · 24h
Source Breakdown
Reddit28%
X22%
StockTwits14%
YouTube12%
TikTok7%
Discord6%
Financial News7%
Forums4%
Sentiment Timeline · 7d
Mention Growth · 14d
Top Mentioned Tickers
NVDABullish
24,118
+42%
PLTRBullish
18,904
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OKLOBullish
14,210
+512%
SMCIBullish
11,340
+238%
IONQMixed
8,991
+140%
TSLAMixed
27,441
-12%
Top Influencers
@ChartMasterFX
X · 1.2M
94
u/deepvaluealpha
Reddit · 84k
88
NuclearRenaissance
YouTube · 612k
86
@quantum_quant
X · 218k
79
@finance.baddie
TikTok · 980k
76
OptionsFlowDaily
StockTwits · 144k
74
Recent Catalysts
08:14SMR pilot approval headline circulated across three Reddit communities.
09:02Options flow tracker posted unusual weekly call activity on OKLO.
11:47Major YouTube creator (612k subs) published 22-minute deep dive.
14:20X thread from macro strategist framing uranium as 'AI energy trade' hit 2.4k reposts.
Historical Similar Events
| Date | Event | Outcome |
|---|---|---|
| Mar 2024 | SMR narrative wave | +38% basket move over 6 weeks |
| Sep 2023 | Uranium spot squeeze | +52% CCJ, sustained 4 months |
| Nov 2021 | Green nuclear rotation | +21% then reversed within 3 weeks |