What 老李玩钱 said in this video:
- AI Capexpositive for stockslong-termArtificial intelligence is the biggest trend in technology; its underlying logic is computing power, and the foundation of computing power is energy and electricity. Therefore, electricity is the cornerstone of AI development, and demand for power/energy infrastructure will grow substantially as AI data centers expand.Source
- GEVbullishmid-termGEV is an energy equipment company spun off from General Electric with solid fundamentals and exposure to natural gas, nuclear, solar, wind, and hydro equipment. The stock has soared since the spin-off but carries a rich valuation; it has been consolidating for about half a year to grind down that valuation. A pullback to the 920 and 865 support levels would allow staged entry, and the host is bullish on its prospects.Source
- PWRbullishmid-termPWR is an electric infrastructure contracting and engineering company benefiting from transmission networks and data center construction, with steady revenue growth and a relatively lower valuation among the three names discussed. Its long-term uptrend is intact, and after pulling back from the 788 high, further weakness to the 600 and 560 support levels would be used to open and add to a position.Source