As we head into the final stretch of 2025, the explosive growth of artificial intelligence is reshaping not just technology, but the very infrastructure that powers our world. At Dark Stone Capital, our portfolio emphasizes high-growth semiconductors like NVIDIA (NVDA), which have thrived on AI demand. However, a looming challenge threatens to redefine the landscape: the AI energy crunch. With data centers consuming unprecedented amounts of electricity, power shortages could become the defining constraint for AI expansion starting in 2026. This post explores the intersection of AI growth and energy limitations, drawing on recent earnings insights, demand forecasts, and strategic
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AI Energy Crunch: Reshaping Tech Investments in 2026
Why Tesla Shareholders Should Vote YES on the 2025 CEO Performance Award: A Win for Elon, Tesla, and You
Dear Tesla enthusiasts, investors, and fellow shareholders,
As we approach Tesla's 2025 Annual Meeting on November 6, we're at a pivotal moment that could shape the future of sustainable energy, autonomous driving, and groundbreaking innovation. The proposals outlined on VoteTesla.com, particularly the ratification of the 2025 CEO Performance Award for Elon Musk, deserve your strong support. Voting YES isn't just about backing a visionary leader, it's about aligning incentives to drive unprecedented growth for Tesla, reward exceptional performance, and deliver massive value to shareholders like you. Let's break it down.
The 2025 CEO Performance Award: Pure Pay-for-Performance
This award
Trump's Bold Move: Ending Quarterly Earnings Reports and Why It's a Game-Changer for Tesla and Nvidia
In a surprising yet familiar revival of a past idea, President Donald Trump took to Truth Social on September 15, 2025, to advocate for U.S. public companies to ditch quarterly earnings reports in favor of semiannual ones. He argued that this shift would cut costs, lighten regulatory burdens, and let executives prioritize long-term growth over short-term stock price fluctuations. The SEC quickly responded, stating it is "prioritizing" the proposal at Trump's request, potentially paving the way for a rulemaking process that could take months but doesn't require congressional approval. This isn't Trump's first rodeo, he floated a similar concept
Tesla's Trajectory: Stock and Company Outlook for the Rest of 2025
As of September 13, 2025, Tesla (TSLA) continues its impressive rally, closing at $395.94 on September 12 after a 7.36% surge in that session and hitting an intraday high of $396.69. This momentum has the stock eyeing $400 next week, with potential to reach $450 by October if the upward trend holds. Year-to-date, TSLA has overcome earlier volatility, recovering from dips around $329 in early September, driven by AI advancements, energy sector strength, and broader market optimism. With Q3 concluding soon and Q4 approaching, this updated analysis draws on the latest news, forecasts, and diverse perspectives. Remember,
Tesla’s Q3 Earnings Preview and Musk’s New Compensation Package
Tesla enters the fall of 2025 facing a critical inflection point. The company is preparing to release its Q3 earnings in October while also asking shareholders to weigh in on a new multi-billion-dollar compensation package for CEO Elon Musk at its annual meeting on November 6. Together, these events highlight Tesla’s dual challenges: delivering results in the short term while securing long-term alignment between leadership and investors.
The Earnings Outlook
Wall Street’s expectations for Tesla’s Q3 results are measured. Analyst estimates for earnings per share (EPS) range from $0.39 to $0.48, reflecting uncertainty following a
What to Expect for NVIDIA (NVDA) Stock in September 2025: A Comprehensive Outlook
As we head into September 2025, NVIDIA (NVDA) remains one of the most watched stocks on Wall Street, fueled by its dominance in AI chips and data centers. After a volatile August marked by a post-earnings dip from $180.17 to $174.18, the stock is showing signs of stabilization. Drawing from recent charts, options activity, analyst forecasts, and market trends, this post breaks down what investors might expect for NVDA next month. Remember, this is speculative analysis based on available data; markets are unpredictable, and this isn't financial advice.
Recent Performance Recap
NVDA closed August