BullseyeGains
Nov 7, 8:39 PM
$BE $VST $CEG $GEV $VRT 🎯 Selling AI power near the late June/early July highs wasn't a popular call, but we were adamant about it and took the heat. ⚡ This group took the most direct hit from the election, after Texas, the biggest data center market in the country, elected a governor who wants to pause new construction. Vistra and Constellation sold off hard on the uncertainty, but power demand hasn't changed. Data centers will increasingly have to bring their own, which is a tailwind for Bloom's on-site fuel cells, GE Vernova's turbines and Vertiv's power and cooling gear. 🔋 We feel the bottoming process is underway. While SPY has fallen over the past two weeks, our new system is up about 23%. Visit our profile to see how we're making money in this environment.
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