Today I watched Musk's posts and interviews, and found that in the end, the big shots unanimously believe that there is still a lack of electricity. Currently, many GPUs are sitting in warehouses because of the lack of power and have not been put on the shelves for use. Electricity has become the biggest bottleneck! 🧐

Musk specifically mentioned gas turbines. The key stocks he focuses on:

$GEV, one of the three major gas turbine manufacturers in the world, with a market share of about 35%, the world leader, all orders before 2030 have been sold out, there is no need to worry about performance.

Additionally, the recent AI stock guru Leopold and Pelosi have significantly bought into $BE, a fuel cell giant, which has now signed a 2.8GW agreement in collaboration with Oracle. AEP has also signed an off-grid data center power supply agreement worth $2.65 billion.

This is also positive for $VST, a giant in natural gas and nuclear power, which has strategically chosen sites early on in the ERCOT Texas grid and PJM Mid-Atlantic grid. This gives it a natural advantage for the newly built AI data centers, such as the 20-year PPA signed with Meta this January for a total of 2.6GW. Currently, Vistra has become the most outstanding AI power supply company.

As for the above-mentioned stocks, I am holding them long-term and am considering gradually increasing my position! DYOR!

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