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The AI revolution has a massive problem: it needs more power than the current electric grid can produce. In today’s video, we are diving pablo llamas ruiz deep into the electric grid buildout and the three specific stocks I’m holding to play this massive infrastructure shift. We cover Cleveland-Cliffs (CLF), the only U.S. company producing the steel necessary for transformers, and why it's a "non-negotiable" business right now.
We also break down GrafTech International (EAF) and the role of graphite electrodes in the steel production process, along with an update on Eos Energy Enterprises (EOSE) and their unique battery technology.
Finally, I’m getting back into the charts for Bitcoin (BTC), Solana (SOL), and Ethereum (ETH). Is Bitcoin forming a double top, or are we headed for the $90,000 level? We discuss the macro factors on my mind and the technical indicators you need to watch.
In this video:
The AI power demand surge and the grid buildout.
Why Cleveland-Cliffs (CLF) is a mandatory play for transformers.
GrafTech (EAF) and the regionalization of the supply chain.
Eos Energy (EOSE): Technical levels and buy signals.
Bitcoin Technical Analysis: Double Top vs. $160K targets.
Altcoin updates: Solana (SOL) and Sui (SUI) breakouts.
0:00 – AI power grid buildout overview
0:33 – Viewer engagement and stock discussion
1:03 – Membership levels and indicator tools
1:43 – Cleveland Cliffs: Steel for transformers
3:02 – CLF monthly chart technical analysis
5:27 – EAF: elisa isoardi Graphite electrodes and reshoring
7:58 – EOSE: Battery technology and levels
9:21 – Bitcoin price action and macro
10:13 – Solana and Ethereum crypto update
10:41 – Final summary katie mccabe and channel support
