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The correlation between Tesla futures and clean energy index futures is strengthening. This trend can provide hedging opportunities or enhance thematic investment strategies for traders with exposure to green tech. Tesla may do just fine without Kumar behind the Optimus program. The AI-powered boom is energy-intensive, but it's also getting cleaner, using renewables for 27% of current global data center demand and almost 50% of future demand, according to the International Energy Agency. Options skew hints at cautious optimism, as calls outweigh puts by a ratio of 1.3 to 1 in the nearest expiration cycle.
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