$ERock, Inc.(EROC)$ Don't fight the Fed, and don't fight Mr. Taco when choosing oil stocks. Both want the AI buildout to continue, and one of the early pieces of that is providing the necessary energy without overloading the electrical grids and surrounding communities. Erock does that better than Bloom Energy BE.
$NVIDIA(NVDA)$ $Micron Technology(MU)$ $CoreWeave, Inc.(CRWV)$
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