Hello everyone! Today i want to share some trading ideas with you!Jensen Huang says the big bottleneck in AI is not hardware anymore, it’s energy.Here is how I would build a 10-stock AI power portfolio to capitalize on the coming energy boom:1. $Dominion Resources(D)$ : The dominant power provider to "Data Center Alley" in Northern Virginia. Data centers now account for more than a quarter of its electricity sales in Virginia, with demand expected to double over the next 15 years.2. $Xcel Energy(XEL)$ Xcel operates one of the nation's largest wind portfolios — over 11,000 MW — delivering clean power across eight Western and Midwestern states. It benefits from Denver's emerging data center market, with over 5.
US Backing: IMSR, LEU, OKLO Surge! Turn to Nuclear Stocks?
Terrestrial Energy jumped 20% after announcing a TETRA project agreement with the U.S. Department of Energy, advancing a pilot reactor based on its Integral Molten Salt Reactor technology. U.S. has committed $2.7B in grants to boost domestic nuclear fuel production, with Centrus Energy securing $900M to develop fuel for advanced reactors. Centrus shares rose 10%, lifting the broader nuclear sector. Are these gains the start of a long-term nuclear renaissance, or is the market pricing in policy optimism too quickly?
+ Follow
+1