Jul. 12 at 8:08 PM
AI power and energy stocks just took a massive beating!
Names like
$FCEL,
$TE, and
$EOSE flushed hard, creating a heavy short-term valuation disconnect. Real-time charts show solar giant
$FSLR stabilizing near
$227. Despite the panic, the long-term macro thesis for AI data center power remains unbroken.
Look to scale into solar leaders
$FSLR and TYGO on this deep pullback. Nuclear powerhouse
$CEG also looks highly mispriced near
$251. Build long tracking positions around key structural support layers, and manage risk with strict stops.
The complete AI energy sector drawdown models, exact risk boundaries, and my private watchlist are live on my profile. Check it out for full details!