Been looking through a lot of different sectors lately, and one I’m watching is the energy space… Everyone thinks it’s just about AI and data centres needing more power, but I think that’s only one part of this. Electricity is needed everywhere from manufacturing, to mining, transportation, infrastructure, and more. We’re seeing continued investment across a lot of these areas, which should keep adding to electricity demand….. The name I’m watching most closely and have been adding to is $CEG / $CEGS They’re the largest nuclear power player in the U.S., and nuclear gives them a way to provide reliable power. They also have some pretty interesting long-term deals with companies like $MSFT and $META, which I think shows how valuable reliable power is becoming. What are your thoughts here? What other energy names are you watching?
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Sean Bear@seanbear · 11h
Im playing a little bit in nuclear but on supplly side with uranium with $NXE
