Recently, the stock market has shown a striking trend, primarily revolving around data centers and their related industries. This phenomenon can be traced back to the unexpected earnings report released by Oracle Corporation on September 10, which saw its stock price soar 40% on that day, becoming the catalyst that ignited the entire sector.

The main players in this market trend include companies related to data center infrastructure, energy, energy storage, and power generation. It is noteworthy that many small and medium-sized companies have performed exceptionally well in this wave of market activity.

For example, the mid-sized leading company in the energy storage sector, EOSE, has shown a significant upward trend after September 10, with its stock price rising from around $7 to about $12 in less than a month. At the same time, the BE company, related to gas power generation in data centers, also started a strong upward trend due to its power supply relationship with Oracle's data center.

In addition, data center concept stocks GLXY and nuclear power concept stocks OKLO have also seen significant growth after mid-September. This wave of market activity has even impacted the Bitcoin mining industry, leading to an increase in the stock prices of some mining companies.

Overall, this market trend mainly focuses on data centers and their surrounding industries, reflecting investors' optimistic expectations regarding the growth of AI development and the demand for data processing. However, for ordinary investors, if it is difficult to grasp the rapidly changing market trends, it may be more suitable to adopt an index investment strategy to diversify risks and achieve relatively stable returns.

The current market trends highlight the profound impact of technological innovation on traditional industries, especially in the fields of energy and data processing. While investors focus on these popular sectors, they should also carefully assess the associated risks and build a diversified investment portfolio.