Apr. 3 at 3:07 PM
AI & ENERGY MOMENTUM WATCH — INSTITUTIONAL DEPTH
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Grid & Power Infrastructure — 5 tickers across the AI electricity thesis:
$CEG |
$272.82
52W:
$161-
$412 | P/E 36.87 | MCap
$98.76B
Bull thesis: Down 16% in 1M, -6.5% on no new DC deals. CEG got oversold on expectation mismatch. The data center power narrative is intact. Entry zone after the flush.
$NEE |
$93.23
52W:
$61.72-
$95.91 | P/E 28.22 | MCap
$194B
Trading near 52W high. Clean energy giant with the least drama. Volume 10.42M.
$VST |
$151.18
52W:
$90.51-
$219.82 | P/E 54.22 | MCap
$51.18B
Off 52W high by -31%. 295M shares traded. AI power demand = VST's gas fleet = monetization machine.
$EOSE |
$4.97
52W:
$3.07-
$19.86 | Short interest high | Volatility 3.77 beta
714% from
$0.61 lows. Storage speculation + risk. Don't size wrong.
$NNE |
$21.38 (+4.80% TODAY)
52W:
$17.26-
$60.87 | Microcap
$1.11B
CATALYST: NRC construction permit app for KRONOS
