Jan. 15 at 3:47 PM
$TLN Leading the power theme higher again today, something we have said over and over would be the leading theme as the AI trade runs into critical infrastructure limitations.
But while these power producers (
$CEG,
$GEV,
$VST and the rest) have ran immensely already (justified), there are still stocks left in this theme with, as is the case with our deep dive pick, over 100% upside left in the tank as the infra trade plays out.
Have a read: https://kryptonresearch.substack.com/p/ai-powers-ahead