Jan. 6 at 12:53 AM
A key issue that you keep running into when working out this AI revolution, atleast in the United States, is power.
Our grid is decades behind the competition (China), which means that even if we have the best chip designers and software engineers in the world, the power constraints put a ceiling on us.
We’ve seen massive rallies in utilities,
$CEG,
$TLN,
$GEV,
$OKLO, the list goes on, but at the end of the day, if we want to sustainably handle the power dilemma, we will need to upgrade the grid from the bottom up, not just increase production capacity.
That theme, and some sleeper/critical names in that space, will be big winners in 2026.
We have a sub
$5B name that fits all these categories and is trading at historically cheap valuations.
We’ll have a piece out tomorrow.
$SPY