AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Equity Bottom-Up

First Trust NASDAQ Clean Edge / Equity Bottom-Up

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<li>AI advancements will increase data center power demand by 160% by 2030, consuming 8% of U.S. electricity.</li>
<li>A single ChatGPT query uses 2.9 watt-hours of electricity, compared to 0.3 watt-hours for a Google search.</li>
<li>2 of the 5 top performing stocks year-to-date in the S&amp;P 500 are utility companies Vistra Corp and Constellation Energy. Utility sector has gained 6.7% in 2024. </li>
</ul>


AI advancements will increase data center power demand by 160% by 2030, consuming 8% of U.S. electricity.
A single ChatGPT query uses 2.9 watt-hours of electricity, compared to 0.3 watt-hours for a Google search.
2 of the 5 top performing stocks year-to-date in the S&amp;P 500 are utility companies Vistra Corp and Constellation Energy. Utility sector has gained 6.7% in 2024. 


AI Surge Increases Power Consumption Leading to Energy Shifts

United States

Constellation Energy Corporation produces carbon-free energy and sustainable solutions. The Company generates and distributes nuclear, hydro, wind, and solar energy solutions. Constellation Energy serves homes, institutional customers, public sectors, community aggregations, and businesses in the United States.

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Constellation Energy (CEG US)

AI Surge Increases Power Consumption Leading to Energy Shifts

AI is a power guzzler. A ChatGPT query uses 2.9 watt-hours, versus 0.3 for a Google search. Rising energy demand puts clean energy and grid...

Mint Finance

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