OKE

Tensions around the Strait of Hormuz raise fears of global oil supply disruption, which pushes energy prices higher and boosts sentiment for U.S. energy infrastructure companies like ONEOK ($OKE).

AI infrastructure doesn’t stop at chips and power — it also needs energy transport.

ONEOK ($OKE) operates critical U.S. energy infrastructure, moving natural gas and liquids through massive pipeline networks.

As electricity demand rises from AI data centers, industrial expansion, and grid growth, reliable energy delivery becomes increasingly important.

While the market focuses on GPUs and software, companies like OKE power the backbone feeding the system.

No energy flow → no large-scale infrastructure.


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Nvidia $NVDA surges 20% in seven days, adding over $900 billion to its market cap and pushing toward a $6 trillion valuation.
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Important Highlights

• UK Q1 preliminary GDP +0.6% vs +0.6% q/q expected

• UK March monthly GDP +0.3% vs -0.2% m/m expected

• Heads up: It is a holiday in some parts of Europe but markets will still be open

• BOJ policymaker Masu warns that yen depreciation may raise inflation expectations

• Japan FX intervention flips yen from undervalued to overvalued, StanChart says

• ICYMI - Boston Fed's Collins raises prospect of rate hikes if inflation broadens

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Linde

AI chips can’t be manufactured without industrial gases.

Linde plc ($LIN) supplies critical gases like:
• Nitrogen
• Hydrogen
• Argon
• Helium

These are essential for semiconductor fabrication, electronics manufacturing, cooling systems, and advanced industrial processes.

Companies like Taiwan Semiconductor Manufacturing Company and Intel rely on this infrastructure behind the scenes.

While the market focuses on GPUs and AI software, Linde powers the physical layer enabling chip production at scale.

No industrial gases → no semiconductor manufacturing.


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Hi guys, we want to emphasize that the recent gains are huge. 50-100% in 4 weeks time. make sure you do not join falsy signals and waste your profits!

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