Checked out Musk's posts and interviews today, and it turns out the big shots all agree—there’s still a major power shortage. Right now, a ton of GPUs are sitting in warehouses because there’s not enough electricity to put them to use. Power has become the #1 bottleneck! Musk specifically mentioned gas turbines. Here are a few key U.S. stocks to watch: GEV: One of the top three global gas turbine companies, with about a 35% market share—ranked #1 worldwide. All orders through 2030 are already sold out, so no worries about performance. Then there’s BE, the fuel cell giant that AI stock guru Leopold and Pelosi have been buying heavily recently. They’ve already signed a 2.8GW agreement with Oracle and a $2.65 billion off-grid data center power supply deal with AEP. Also bullish on VST, a natural gas and nuclear power giant. They’ve strategically positioned themselves early in the ERCOT Texas grid and PJM Mid-Atlantic grid, giving them a natural advantage for powering new AI data centers. For example, they signed a 20-year PPA with Meta this January for a total of 2.6GW. Vistra has now become the standout AI power supply company. Out of the stocks mentioned above, I’m holding two long-term, and I’m considering gradually increasing my position! DYOR!