CEG | CVX | DELL | DJI | GEV | Jennifer Warren | NDX | NVDA | NVDA:CA | OKE | QQQ | SMH | SO | SOJC | SOJD | SOJE | SOJF | SP500 | SPX | SPY | TDIV Sizing Up The AI Play: Bursty, Billions, Gigawatts, And BCFs ByMario Cazombo June 2, 2025