⚡ THE NEXT AI BOTTLENECK MAY NOT BE CHIPS — IT COULD BE POWER

Everyone is chasing the companies building AI.

But who powers all those data centres?

AI needs enormous amounts of electricity, and the U.S. grid wasn’t built for this kind of demand growth. That creates a completely different investment angle.

Three names I’m watching:

⚡ $GE Vernova Inc.(GEV)$  

The picks-and-shovels play. Turbines, grid equipment and electrification infrastructure. Demand for gas turbines is already running into supply constraints. 

☢️ $Constellation Energy Corp(CEG)$  

Nuclear power provides reliable, around-the-clock electricity — exactly what data centres need. Constellation has been signing long-term agreements with major corporate customers. 

🔥 $Vistra Energy Corp.(VST)$  

A major U.S. power generator with nuclear and natural-gas exposure. Its huge generation fleet gives it another way to participate in rising electricity demand. 

The interesting part?

We’ve spent years asking:

“Who will build the AI?”

Maybe the next question is:

“Who will have enough power to run it?”

AI might be the demand shock.

Power infrastructure could be the picks-and-shovels trade. ⚡

Which one interests you most — $GEV, $CEG or $VST?