US utilities offer an excellent way to play the AI infrastructure and energy buildout. Per @StonkChris, utilities essential to that buildout went through a historic washout, trading below nearly every major moving average with historically oversold RSI near major higher-timeframe support, while nobody wanted to buy. The sector then held its anchored VWAP perfectly before ripping higher. x.com 

Crowded AI infrastructure and semiconductor trades have already priced in years of growth, while beaten-down power and utility stocks remain fundamentally strong. Utility names look preferable to most of those stocks moving forward; accumulate quality into capitulation and deeply oversold conditions rather than chase the crowded trades. x.com 

Utilities have lost a large part of their tailwind, because the Iran war has cut the odds of rate cuts this year, now likely priced at zero, when multiple cuts had been expected. x.com 

Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com  x.com 

Electricity is a clear bottleneck for AI, favoring AI-focused power and data-center infrastructure names over residential utilities. The US could be short 107 GW to power data centers through 2029, while China adds capacity year after year. Medium-term preferences are Cipher, Hut 8, Riot, TeraWulf, Galaxy, Equinix, Bloom Energy, Solaris, Vistra, GE Vernova, INIO, Williams, Liberty Energy, EROC and Cummins. x.com  x.com 

AI's electricity shortfall creates a massive opportunity for companies solving the power bottleneck. Morgan Stanley estimates a 32 GW US data-center power shortfall by 2028. Constellation Energy and Vistra are nuclear names, Bloom Energy in fuel cells, GE Vernova in power generation and Eaton in grid infrastructure. x.com 

Energy infrastructure looks like the next memory trade, as the AI race shifts from software to energy. China produces about three times as much energy as the US, and Musk and Jensen Huang said every 5GW of new energy adds about 1% to US GDP. AI needs power, cooling and infrastructure, so the companies enabling the buildout, from Vistra, Constellation and GE Vernova to Bloom Energy, Vertiv, BWXT, Cameco, Enphase and Tesla, are worth accumulating on weakness. x.com  x.com 

AI data centers' power needs support a portfolio spanning onsite generation, nuclear, grid hardware and fuel. Oklo offers onsite nuclear and Bloom fuel cells that bypass the grid; Constellation has nuclear baseload under a 20-year Microsoft PPA and Vistra a 20-year Meta deal. GE Vernova supplies grid hardware, Vertiv cooling and power systems, Eos long-duration storage and NextEra a renewable pipeline, while Centrus supplies HALEU for modular reactors and Energy Fuels domestic uranium. x.com 

Nextpower is building on power for AI, the foundation of the AI secular bull market, which is sturdier than boom-and-bust software and chips. It is buying Prevalon Energy, a utility-scale battery storage company already engaged with hyperscalers, extending its rebrand from solar trackers into end-to-end solar and power platforms. Its last quarter brought 34% sales growth, a 2.25 GW Bisha Solar Project commitment, $953 million of cash with no debt and a $500 million buyback. x.com 

AI demand could drive a big run in Broadcom, IREN, Oracle, Qualcomm, Nokia and Vistra. IREN's 2 GW of uncontracted power gives it massive upside potential; Vistra's roughly 3.8 GW of Meta and Amazon agreements position it for data-center power demand. Broadcom supplies custom AI chips and networking; Oracle has $664B in backlog and a $300B OpenAI deal; Qualcomm is one of tech's most undervalued names with CPU, physical-AI and data-center exposure; Nokia is essential to AI networking. x.com  x.com  … Show more