THE ENERGY SINGULARITY JUST ARRIVED

Three weeks ago, PJM Interconnection released the most important economic data point of 2025.

Nobody in mainstream media covered it.

Capacity prices hit $333.44/MW-day.

That's a 1,040% increase in 24 months.

The cause? A single line buried in the supplementary materials:

Data centers accounted for 63% of incremental load growth.

Artificial intelligence has broken the American electrical grid.

Here's what the financial establishment doesn't want you to understand:

Microsoft is paying Constellation Energy $100+/MWh for nuclear power.

That's DOUBLE the wholesale rate.

Amazon committed $18 BILLION over 20 years for dedicated reactor access.

Meta locked up an entire nuclear plant for two decades.

Google signed America's first corporate SMR contract.

Total hyperscaler nuclear commitments in 18 months: $50 BILLION+

This isn't a trade. It's a regime change.

The last time power infrastructure commanded tech-like valuations was never.

Nuclear plants are repricing from utilities to critical AI infrastructure.

Every AI model you use runs on electricity that increasingly doesn't exist.

The uranium supply deficit is 30-50 million pounds annually.

There's 63 reactors under construction globally.

Zero new major mines coming online before 2028.

The arithmetic is merciless.

My prediction:

By June 2026, at least two more Fortune 100 tech companies will announce nuclear power purchase agreements exceeding $1B.

The smart money is already positioned.

Wall Street is still modeling these as utilities.

When historians look back, they'll mark December 2025 as the month the Energy Singularity became undeniable.

The only question left:

Are you positioned for the most asymmetric second-order AI trade of the decade?