[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers Created: 2025-07-27 15:31:05 UTC Too much optimism, too little margin of error. The proposed US AI plan aims for domestic compute, energy independence, and ironclad data sovereignty, with promises of a USD X trillion infrastructure surge. Big numbers, but not without friction: $NVDA’s XX% fabrication growth in Q2 2025 still lags demand, and $NEE has scaled renewables by over XX% since 2020, yet energy strain only grows. Insider sales at $NVDA? Over USD XXX billion since 2020, but barely a dent in supply. Geopolitics and inflation lurk, and history whispers that not all stimulus becomes capacity. Still, capital is piling in: S&P XXX tech capex up XX% since 2020, venture funding at USD XX billion, and GDP growth firm at 2.8%. If this momentum holds, US infrastructure could see its biggest test since the post-war boom. Position accordingly. XX engagements  **Related Topics** [insider](/topic/insider) [$nvdas](/topic/$nvdas) [surge](/topic/surge) [united states dollar](/topic/united-states-dollar) [coins energy](/topic/coins-energy) [coins ai](/topic/coins-ai) [$nee](/topic/$nee) [stocks utilities](/topic/stocks-utilities) [Post Link](https://x.com/whispertickers/status/1949492745879335145)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
WhisperTick @whispertickers on x XXX followers
Created: 2025-07-27 15:31:05 UTC
Too much optimism, too little margin of error. The proposed US AI plan aims for domestic compute, energy independence, and ironclad data sovereignty, with promises of a USD X trillion infrastructure surge. Big numbers, but not without friction: $NVDA’s XX% fabrication growth in Q2 2025 still lags demand, and $NEE has scaled renewables by over XX% since 2020, yet energy strain only grows. Insider sales at $NVDA? Over USD XXX billion since 2020, but barely a dent in supply.
Geopolitics and inflation lurk, and history whispers that not all stimulus becomes capacity. Still, capital is piling in: S&P XXX tech capex up XX% since 2020, venture funding at USD XX billion, and GDP growth firm at 2.8%.
If this momentum holds, US infrastructure could see its biggest test since the post-war boom.
Position accordingly.
XX engagements
Related Topics insider $nvdas surge united states dollar coins energy coins ai $nee stocks utilities