Jan. 2 at 3:28 PM
Jensen Huang: AI bottleneck = energy ⚡
My 10-stock AI power portfolio to ride the coming boom:
6️⃣
$NRG | NRG – 4 combined-cycle plants, 5.4 GW across TX & PJM
7️⃣
$ET | Energy Transfer – Largest US natural gas pipeline; >90 new connections, potential 16 Bcf/d demand
8️⃣
$SEI | Solaris – Mobile gas turbines; 900 MW → 1,700 MW by 2027,
$475–500M Adj. EBITDA
9️⃣
$BE | Bloom Energy – Solid oxide fuel cells; 1 GW AEP deal,
$5B Brookfield partnership, 2 GW by 2026
🔟
$FLNC | Fluence – Utility-scale battery storage;
$4.9B backlog, buffering AI data center loads
Energy is now AI’s biggest bottleneck — and opportunity. 🚀
