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.
AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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