Solstice Advanced Materials is an outstanding company at a reasonable price. x.com 

These ten companies span every layer of AI capex, which Goldman sees surging to $1.2 trillion in 2027, so each should make money. Credo, Broadcom, Micron, Nvidia, TSMC, AMD and Amkor cover connectivity, custom chips, memory, GPUs, foundry and packaging; Broadcom expects AI revenue of about $115B in fiscal 2027. Vistra supplies power under 20-year nuclear contracts. IREN and Nebius rent AI compute, with Nebius targeting $7-9B run-rate revenue by year end. x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Constellation Energy, Vistra, Oklo, GE Vernova, IREN and Bloom Energy make up the power infrastructure stack an AI economy will need, because every GPU cluster Nvidia sells requires power infrastructure that does not exist yet. Nvidia CEO Jensen Huang says AI inference demand will grow 1,000x and that this is the best time in history to invest in sustainable energy. He knows what his customers are building because he ships it, and he was early on semis and neoclouds in 2025. x.com 

GE Vernova is the best-in-class AI-power play heading into earnings, driven by AI data-center power demand and its gas-turbine backlog. The Street wants another full-year guidance raise, and the stock is down about 13% from its $1,196 all-time high. It ranks among the highest-conviction names of the week alongside Alphabet. The only risk is a 67x forward multiple that already prices in a lot. x.com