Jul. 1 at 4:03 PM
$ET $NEE these are two are among the largest holdings in my portfolio. Data center energy needs will largely be met initially by natural gas and solar along with traditional electrical utilities . These two stand to gain the most from multiple expansion. I have a mix of shares and call leaps for 2028. Memory shortage now, energy shortage coming next. Nuclear is still too far out. The next 5 years I would expect these to double from their current share price.
