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 5.8 GW of pending applications now.
3. $Talen(TLN)$ The first mover in behind-the-meter nuclear-powered data centers, Talen pioneered co-location when it sold Amazon a 960 MW data center campus adjacent to its Susquehanna nuclear plant in early 2024. Similar deals are likely in the pipeline.
4. $Vistra Energy Corp.(VST)$ Its 2.4 GW Comanche Peak nuclear plant, licensed to operate through 2053, recently secured a 20-year, 1,200 MW PPA with an investment-grade customer, with power delivery ramping to full capacity by 2032.
5. $Constellation Energy Corp(CEG)$ Its pending $26.6 billion acquisition of Calpine would create America's largest power producer, extending its reach into Texas and California, two of the fastest-growing, power-constrained data center markets.
6. $NRG Energy Inc(NRG)$ It has partnered with GE Vernova and Kiewit to build four combined-cycle plants totaling 5.4 GW across Texas and the PJM region, both are fast-growing data center markets.
7. $Energy Transfer LP(ET)$ The largest natural gas pipeline operator in the United States. It has received requests for connections to more than 90 power plants and data centers representing up to 16 Bcf/d of potential new demand.
8. $Solaris Energy Infrastructure, Inc.(SEI)$ It deploys mobile natural gas turbines in weeks versus years for grid connections. Its 900 MW joint venture (reportedly with xAI) targets 1,700 MW by 2027 and $475–500 million in Adjusted EBITDA at full deployment.
9. $Bloom Energy Corp(BE)$ Its solid oxide fuel cells offer 90-day deployment and grid-independent reliability. A 1 GW AEP agreement and $5 billion Brookfield partnership position it for AI infrastructure, with capacity doubling to 2 GW by 2026.
10. $Fluence Energy, Inc.(FLNC)$ It leads utility-scale battery storage with a $4.9 billion backlog across 50 markets, positioning its technology as a buffer for AI data centers' volatile load profiles.
For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.
🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now
Find out more here.
Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.
Other helpful links:
Comments