Reddit Posts
Future demand of energy stocks (potential winers)
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
CEG might be the cleanest AI nuclear stock. The valuation is the hard part.
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
I have a list of energy/industrials companies but each one has their flaws.
Fuck Al - I have a list of energy/industrials companies but each one has their flaws. Would value your perspective.
$CEG - Constellation energy reported today Q1 EPS of $2.74, after analyst estimates of $2.59.
$WTS (Watts Water Technologies): the sleeper AI stock while everyone talks about energy and nuclear plays
$WTS (Watts Water Technologies): the sleeper AI stock while everyone talks about energy and nuclear plays
Every Layer of the AI Money Printer Got Front-Run. Except One.
Why nuclear energy is catching a massive bid NOW
Looking for an Energy ETF that captures energy powering AI
Best energy stock to buy and hold for next 2 decades
The Real Bottleneck In AI Might End Up Being Power Quality, Not Power Supply
AI Data Centers Aren’t Just Using Power Anymore… They’re Starting To Manage It
The AI Boom Is Creating a New Class of Energy Winners
Why smart cities are actually energy projects
We’re Moving From “More Power” To “Smarter Power”
The Grid Can’t Keep Up… So The System Is Changing
AI Data Centers Just Became Grid Assets… Cities Are Next
Smart Cities Aren’t About Apps… They’re About Power
The Grid Isn’t Scaling Fast Enough For What’s Coming
Google Just Locked In Power Equal to 2 Million Homes… For One Data Center
Best nuclear energy stocks that have great future ?
How do you evaluate infrastructure stocks beyond surface level AI hype?
I'm tracking the 12 signals that preceded the dot-com and telecom crashes, but unlike most, NVDA and PLTR aren't what I'm betting against: $CRWV, $CEG, $VST, $NRG.
The Top AI Stocks – Based on AI and Alternative Data
The "Trump trade" is accelerating: Five brand-new "America First" ETFs have launched on the New York Stock Exchange.
Energy Plays - Tech, Space, Industrials, and even your mother's basement need it.
NBIS AMD BMNR CRWV CEG TSLA all will rally hard in eoy and 26
FLNC / NGVT / UAMY - Power, Infrastructure, and Rare Earths
What’s on your position adjustment watchlist?
My Roth is Fully Invested for the Year, but need more stocks...
Question about JNJ stock splitting off and KVUE
Might not seem like a lot to most people but I’m still pretty happy on the gains
Stoicism in Investing and the Importance of Portfolio Rebalancing
$SEI (Solaris Energy Infrastructure) - a hidden AI power play
$SEI (Solaris Energy Infrastructure) - a hidden AI power play
$SEI (Solaris Energy Infrastructure) is the EASIEST DOUBLE in the market right now [REPOST]
$SEI is the easiest double in the market right now
These 3 Nuclear Stocks Should Be on Your Energy Radar $DNN $NXE $PDN
These 3 Nuclear Stocks Should Be on Your Energy Radar $DNN $NXE $PDN
These 3 Nuclear Stocks Should Be on Your Energy Radar $DNN $NXE $PDN
What is driving CEG up over the past year?
I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
Tesla, Nvidia Lead Today's Biggest S&P 500 Stock Market Losers
RIP NASDAQ 100 - Jim Cramer says investors should eye these three tech names in the Nasdaq 100
Mentions
why is CEG getting fucked?
"However, if the mobility division was economically attractive, " Tons of great companies have come from spin-offs where the value isn't being realized within the larger company. CEG is an example of a very successful spin-off. Look at how well GE's break up has gone for 2 out of the 3 names (and I still think GEHC is interesting.) "do it now or after the carve out?" If you think the stock broadly is very attractive now, I'd say no vs SPGI ex-mobility later that is possibly higher/less attractive.
Analizzare Constellation Energy basandosi solo sui classici moltiplicatori da manuale può trarre molto in inganno, ed è il motivo per cui a prima vista, con un PEG sotto l'1 e una crescita degli utili stimata oltre il 20%, sembra un affare colossale. Il settore delle utility, specialmente quelle legate al nucleare commerciale, oggi non vende solo energia, ma vende una cosa molto più preziosa: la capacità di generazione costante e a zero emissioni (baseload) di cui hanno un disperato bisogno i data center per l'intelligenza artificiale. La flotta nucleare di CEG è il vero gioiello della corona, ed è ciò che giustifica l'ottimismo sulla crescita dei prossimi anni. Gli accordi di fornitura diretta con i colossi del tech per alimentare i supercomputer garantiscono flussi di cassa enormi, prevedibili e a prezzi premium rispetto alle tariffe di mercato standard. Se le stime di crescita degli utili del 20-25% dovessero concretizzarsi, comprare un leader di questo calibro a 18 volte gli utili futuri sarebbe una scelta eccezionale. Tuttavia, bisogna scavare dentro la natura di questa crescita per capire dove sta il rischio. Quel tasso di crescita dell'EPS così alto non è garantito dalla normale espansione del mercato, ma dipende pesantemente da fattori regolatori e politici. Il business model attuale è blindato dai sussidi governativi legati alla transizione energetica e dai crediti d'imposta per la produzione di energia pulita. Qualsiasi cambio di rotta a livello politico a Washington potrebbe ridimensionare questi incentivi, impattando direttamente sui margini. Inoltre, vendere energia ai data center bypassando la rete elettrica tradizionale sta iniziando a sollevare parecchie polemiche da parte delle autorità di regolamentazione e delle altre utility, preoccupate per la stabilità della rete pubblica e per il potenziale aumento dei costi per i cittadini comuni. Se i regolatori dovessero iniziare a mettere i bastoni tra le ruote a questi contratti bilaterali esclusivi, le stime di crescita di Constellation subirebbero una bella frenata. In sintesi, l'azienda è un carro armato industriale con un vantaggio competitivo enorme, e il crollo recente dal massimo storico ha ripulito parecchia euforia dal titolo, rendendo il punto d'ingresso decisamente più attraente. Se decidi di entrare a lungo termine, tieni solo a mente che non stai comprando un'azione tecnologica pura, ma un'infrastruttura strategica i cui destini sono legati a doppio filo alla regolamentazione statale. Avviare la posizione con entrate scaglionate potrebbe essere la mossa più saggia per proteggersi dalla volatilità di questo specifico settore.
VST deals in a lot of natural gas. CEG is more pure play nuclear. Makes it a question of which you think will be bigger in the future. My bet is on nuclear long term.
I own a small position. I'll wait for the AI premium to make the price drop further. I currently have a sizable limit order set at $220 and plan for deeper ones after that triggers. Their price will be crushed in an AI bubble pop and their business will be just fine. CEG is a company that you buy with the plan to never sell.
VST and TLN are better but CEG is good too
calls on CEG and VST then? I don't know if investors will care about the GPU depreciation effect on the earnings. They might look right past it and look at the cashflow. Not sure. Didn't get the private equity part. Seems like hyperscalers are doing all the spending, not using money from private credit?
Potential casualty? Seems like CEG is close to 40% down. Or are you saying it can get a lot worse for those names?
Nice! I've been out of nuclear-related names for a while. I used to own AMTM, CEG, BWXT, and UUUU. Perhaps it's time to take another look!
It’s so volatile so I just sold most of mine (was biggest holding in portfolio) after the recent run up and bought CEG, COST, WMT, AMZN, and MA on the dips. Will buy it again if it dips below $165ish.
Remarkable day I do still think that Broadcom won't be filling this gap for a good long while though. And I'll note, CEG and other nuclear plays are still a potential casualty of AI truly going bad imo.
Not me. I'm buying things near the bottom of their 12m range in a number of sectors that are not part of the semiconductor bubble such as CEG, CHWY, DG, HD, NVO, SMR, and SOFI. It's too late to chase things that have bubbled to ATH and I don't believe that sector can deliver results at their current valuations and capex burn rates.
CEG was granted the waiver to start the reopening of three mile island.
Bought CEG, NU, and CRDO on their dips.
ARM ETN VRT MRVL CEG My DD lead me to that list. But all of them too price for options. (LEAPS)
the DVN allocation being almost the same as CEG seems off to me if the whole thesis is AI energy demand. DVN is just oil/gas value exposure, it doesn't really connect to the nuclear/AI power angle the way CEG does. was that a latticeAI suggestion or did you dial that in manually, because id probably trim DVN and put more into CEG if i was building this around the AI energy story specifically
CEG is dipping have some debating buying more
PLNT and CEG . Think they both beat S&P for rest of the year.
Energy stocks, I believe energy is the next bottleneck! Loaded up on CEG and VST good value atm
I just bought a bunch of CEG in a year long downtrend. Probably retarded
BE, VRT, CEG (this one especially), VST
CEG. Non-dilutive secondary offering today offered a good entry to start building a position this week.
i dont know if VST or CEG will be super impressive. i have a feeling it already got most of its upside but idk. i feel like its just waiting its turn in the infrastructure cycle. ive also been watching GEV for grid buildout. bottlenecks everywhere
Also have VST and CEG. Small positions (5k each) but they haven't really moved much recently. VST is pretty much flat YTD while all my other AI picks ran up 40+%.
Ofc I buy a CEG call Fri
I just sold my CEG but maybe I should get back in.
CEG is more related to AI than GEV. Indeed big Tech like Microsoft, Meta, Google, Amazon are signing 20‑year contracts with CEG.
BE was doing very well for a minute while LEU and CEG are constantly dropping. Idk man
2-3x but might be more than a year out. still early on the grid buildout CEG is probably better for quicker gains if youre trying to ride the current cycle. retail bagholders are still stuck on semis and HBM/memory
CEG - infrastructure MP - US based rare earth mining
NOBODY ever got rich by working 9 to 5. All the rich people in the world got their wealthy from investments. So, let's get that out there. However, in many ways investing is like gambling, there are forces that you cannot foresee. However, if you use logic and foresight, you can do very well. For example, for those who don't read the news, there are a number of very large conflict right now: 1. Ukraine vs. Russia 2. US/Israel (and the Gulf states) vs. Iran, 3. Israel vs. Hamas and Hezbollah. Iran’s steel industry is the backbone of its non-oil economy, ranking **10th globally** with an annual production of around 31.8 million tonnes. Due to the war, a lot of facilities were destroyed and due to the US blockade, they can't export much. Now, sooner or later the war in Europe will end. Soon enough the war in the Gulf will end, and who knows about the aforementioned terror organizations, but the demand for steel will increase. There are not a whole lot of large players, but the ones that come to mind are Nucor (NUE) Steel Dynamics (STLD) and a few (!) others, so, this is literally a no brainer. Oh, one more thing, we are going to need MORE electricity, not less or not even the same, Constellation Energy (CEG) just signed a huge deal with Microsoft... can't go wrong there. Full disclosure, I bought NUE in February for about 167. I bought CEG a few weeks ago, so, just saying, this is my point of view. I am NOT a stock trader, dealer, advisor, nor do I work for any of these companies.
holding off today. market looks like its going to cool down a little for the next few days after this crazy run up recently. way overbought. then im getting to data-center power generation. GEV CEG
I’m fairly certain Tesla and Space X merge before end of year. We will likely see Tesla become the robotics piece to Space X and be a great complement to space economy for them. MP is because I’d like to get ahead of next wave (Robotics) and the materials needed to really cover shortages. Yeah, so I typically like to go barbell approach on my investments (ie pair something a little less volatile with something a little more volatile to even it out). My other power play has been BE, so I was looking for something a little lower in volatility. VST is a staple in alot of hedge funds and politicians (like Pelosi) over the years. CEG is too reliant on nuclear whereas I like VST because they have broad based exposure to nat gas, Texas power grid/infra, nuclear, and more. VST to me is playing the AI power dilemma, but I’m able to get a lot of exposure in one stock vs multiple to get same level.
Insane cost basis on RKLB - congrats. There’s a guy at my office who drives an Audi with the license plate “RKLB” and it always makes me feel the fomo so bad haha. I also have been in TSLA since like 2021 so I’m crossing my fingers Elon ends up merging the two and I’ll get exposure that way… so I’m not really in a rush to add to any space names unless there’s a large correction and the price is right. I haven’t heard of MP, will have to look into this one. Funny, I’ve been doing some DD on both CEG/VST as of recent as I want exposure to the AI power theme. I’ve been leaning towards VST over CEG (smaller market cap + higher risk/reward imo and I’m pretty risk on and have time on my side) but do you have any particular reason(s) why you went with VST over the others?
I don't know. I'm making bank with CEG and UUUU right now.
VRT and ETN get mentioned a lot for power/cooling. CEG too because of the energy side.
CEG is running and there’s plenty of room left given possible June catalysts
It’s brutal I’ve been there. Broke no job couldn’t afford rent or gas. Financial crisis and had to live off my investment account for a year and a half till I got another job. Now I’m 50 wife kids >$3 million in cash and a $1.25 million home. Learn from your mistakes it’s all right there. Go back and look at the trades. See what you needed to do differently. Make the time investment in yourself. You have years for it to pay off. You can do it without margin and if you’re going to use options take a few free courses on how to use them well. They are for trades not investments. Use Charlie Mungers rule of looking at great companies below their 200 moving average and buy them. You only need to hold them till they are back to the 200 day and scalp the profit, or decide if the reversal is real. I did this 10 days ago with CEG around $250-260. HD in the $290s. Some of those are good cases to buy a call or two to define your risk if it doesn’t bottom. You can usually make 5-8%+ quick in a week or so and move on. Charlie was the public market investment brains in that operation. Warren was the personable one who is a good relationship builder. Warren wasn’t a good stock picker without Charlie. Probably why Berk is sitting on record cash since Charlie died.
CEG calls tomorrow or what?
RKLB and CEG calls on tuesday
Anyone going in on CEG or RKLB?
Power/Grid: BE, VST, CEG, ETN Cooling: VST Networks: ANET, CIEN, DELL Optics: GLW, COHR
CEG is one of my favorite stocks. I have been buying and selling it since around 150. Although I wish I had just bought and held, I am slowly building it back up to become one of my biggest positions, currently about 20 percent of my non retirement accounts. In this market, I feel good owning a company with real, hard assets, and the moat created by regulations provides a sense of security. I also believe there is not a world where demand for electricity goes away. If electricity becomes cheaper, there will be a transition to more electrified industries and automobiles, and demand will rise again. I do not think humanity will ever face a situation where there is too much electricity. One argument I have heard is that if there is excess energy, there is no good way to store it. However, I do not think that is true, especially with advancements in hydrogen production. This allows energy to be converted into hydrogen that can be stored longer term at a higher energy density. Saying CEG is a good investment simply because there is always a need for energy is admittedly an oversimplification. There are real operating costs to consider, and if electricity prices were to drop significantly, their relatively fixed costs could make it harder to maintain profitability. However, I see the risk of that scenario as relatively low. I also see potential disruption to petroleum markets, such as conflict involving Iran, as a factor that could keep electricity prices from declining. If anything, it could push them higher, which would support the long term outlook for electricity producers like CEG. TL;DR GEG good because the humans will always want electricity and find a need for it also war in Iran makes energy more expensive.
and just like that, suddenly the market decides CEG is good
There also Entergy (ETR). I bought both very early 2025 and CEG has gone up more during that time but came back down. ETR had a steadier rise.
I don’t know but good old Leopold is all in on energy. So, I went into BE and CEG but think NNE looks pretty great too. Other than that, I think $NOW is still a bargain at $100.
Im in CEG and VST (more established power players and safer bets) as well as OKLO, SMR, and NANO as they are more speculative but I bet one of their technologies wins out. Larger investments in the larger CEG and VST and about a 3rd as much i put on the small modular reactor pure play companies. Data centers need power and if they want to do it carbon free then they will need some form of nuclear.
Great analysis, thank you. In your opinion how does Brookfield Renewable Partners L.P. compare to CEG?
Why not CEG then. Already up and running
CEG is cheap af. It'll moon big time when their next big contract is announced. Crane announcement next month is a possible catalyst too.
All of these things are up YTD aside from CEG although with that all of the IPPs are down YTD. How is the market "so bad"? "I'm new to this and I get scared every time I see it go down" If you're going to invest with risk comes volatility. If you're going to invest in growth stocks, there is a significant "price of admission"-level volatility that you have to get used to. You have to really research, focus on things you have long-term belief in/"best ideas" and only invest what you're comfortable with. If you buy a stock and it goes down 5% and you don't want more of it and instead instantly want to puke it up, did you really like it/have a strong thesis in the first place?
1.25% is too high of a fee I recently spoke with a money manager guy who shat all over my portfolio and proposed a bunch of random shit like this too at a 1.00% fee... with that much money you are probably better off minimizing risk and fees with a Vanguard fund like VOO/VTI/VTSAX and your annual fee becomes 0.04% Only thing I have on that list is CEG and it's been a turd for me but I'm still throwing a little money at it... Also thinking about starting a position on Chipotle CMG soon lol
We're rotating into energy infrastructure/generation/storage, homies. GEV, VRT, CEG, PWR, FRVO, ETN, XE, NEE...
I find it so odd that non oil energy names like $CEG, $VST, and $TLN are down so much over the last month with an upcoming power crisis in the USA. I get the fear of regulation but damn.
CEG is also getting punched in the crack
Building out my positions in ETN, CEG and VST. will add GEV to my list, however harder to mentally justify since already up so much.
So A.i is taking over the world, the demand in the USA the power prices are skyrocketing then can someone FFs explains to me why VST and CEG are in downttand and almost lost 40% since Sept 2025?
I’m into CEG for the long haul. Renewable energy/Utility is still kind of beaten down but they are the largest energy producer in the US. Waiting for a turnaround while I keep averaging down. I believe the Calpine acquisition and economic factors with the Data centers being pressured into producing their own energy is eroding some future contracts. Hopefully policy changes for the better.
As far as I know CEG generate and supply / sell power. They will only benefit if the grid is upgraded, since the grid will need extra capacity adding in. GEV on the other hand can also benefit if the grid is bypassed due to upgrade projects taking too long So they're also a decent choice
CEG (Constellation Energy) is the largest nuclear operator in the US. They own and operate 21 reactors across 12 plants, which makes them the pure-play nuclear story that actually has reactors running today (unlike Oklo). They’ve been signing power purchase agreements directly with hyperscalers like Microsoft for carbon-free baseload power. If you believe in the nuclear + AI data center thesis, CEG is the operational version of that trade while the SMR names are still years from commercialization. It’s a great name on both a structure and demand basis, as well as a political perspective if the next administration is “greener” as a lot of folks suspect. Not nearly enough hype for CEG!
I am fully aware of all my stocks and have researched them extensively. If I just looked at PE multiple I would have missed massive gains. But also please note when I said I am only accumulating VST, CEG, FNV, WPM, and RGLD right now. The rest I accumulated over the last year. Their current multiples is one of the reasons. On the gold question, the short answer is financial repression keeps interest rates below inflation, causing a negative real rate of return. This debases the currency and gold goes parabolic relative to that currency. The last time the US implemented financial repression was post WW2 and gold went 1700% relative to the dollar. For the long answer, ask your favorite AI.
CEG and VST have been beaten down a bit recently.
CEG, VST are solid business with strong financials
What about CEG? Not nearly enough hype for that stock imo.
RYCEY has been my top performer, bought it specifically because they are getting into modular reactors... been adding more when it dips into the $15 range https://www.rolls-royce.com/innovation/small-modular-reactors.aspx#/ Otherwise I'm in just about everything nuclear and uranium related. Basically green on every position except for some of the newly introduced ones like NUCL/JAGU/IMSR. Worst picks and only big reds in my portfolio has been NuScale SMR (-46%) followed by Encore Uranium EU (-33%)... otherwise very happy overall, and maybe those ones will work out if I hold long enough. Still adding to these to bring down my average but IDK, might be throwing money away on bad picks or maybe they are just discounted. Really thought OKLO was gonna be a giant scam but it has vastly outperformed CEG which seemed like a great choice (bought both around the same time last year). Nuclear is my biggest gamble and will give me retirement money if it plays out right, so I'm buying back a little bit of CEG now that my remaining position is down 6% lol Ultimately I feel like we are in the "fuck around" phase of trying to meet rising energy demands, and 5-10 years from now we will "find out" we need nuclear energy one way or another!
Add CEG to the list. Trading down after earnings.
Got VST&CEG calls today. A little worried.
I owned VST and CEG a while back and made decent profits. Both are looking more attractive to me right now. Also various utilities have pulled back a bit. Might add more to those.
I've been looking at VST and CEG dips for decent entry point
I bought VST and CEG calls. Idk if this was a mistake.
Hold till 7 percent drop. Wish CEG would just make my depression go away.
Grid-scale needs new transmission lines — that's 5-10 yrs and tens of billions. Hyperscalers are signing PPAs *right now*. AI demand's not gonna sit around and wait for that. **SMR**s seem like the obvious fix tbh — drop one next to a data center, bypass the grid altogether. Hence all the hype around CEG, Oklo, NuScale — that's the whole bull thesis in a nutshell. But one accident anywhere in the world and the whole sector gets nuked in a day. Doesn't even have to be in the US. Nuclear was radioactive *as a topic* for decades after **Chernobyl** and **Fukushima** — people forget how fast that sentiment snaps back. That tail risk isn't priced in. At all.
I've been holding CEG for a while and feel like it really sucks
VM are you still a thing? What is the call put ratio on CEG?
I have CEG but not sure why the recent drop. Might be a good time to enter
I have CEG which means you should probably buy Vistra
For what it is worth, Nancy Pelosi holds VST. Also for what it is worth, after tons of research, I chose CEG over VST
personally I’d lean CEG. feels more directly tied to the AI/data center power narrative and hyperscalers seem to prefer the clean baseload story.... Yeah a lot is priced in but the market usually pays up for the clearer narrative.... VST probably has more torque if things go right though.... higher upside, higher chance of disappointment too.
Honestly feels like the whole “AI power demand” trade is getting crowded now. Everyone already knows the hyperscalers need energy. The real question is who actually makes money after all the capex and regulation headaches hit. VST feels higher beta. CEG feels safer but kinda priced for perfection already. Curious how many people here think this turns into another clean energy bubble.
If you aren’t buying CEG, you just hate money. Not even sure why you’re on this sub actually.
VST is primarily a gas company with a nuclear kicker. CEG is primarily a nuclear company with a gas kicker. Not sure which is better...
CEG , VST and RDDT. META is lighting your money on fire.
CAT and Fix were part of my AI bets. While Fix builds the warehouses, they and other builders require equipment from CAT for the actual construction. It's currently up nearly 200% from when I sold last year when my stop loss got hit. Right now I'm looking at robotics (Ouster) and a few energy stocks like CEG (nuclear) and VST which should perform well over the next few years in addition to the typical AI related stocks like MU, DRAM, etc.
everyone's focused on the EPS beat. spent an hour in the cash flow statements instead and the more interesting story is buried there. $CEG has been burning more cash than it generates for 3 years straight. negative free cash flow in 13 of the last 16 quarters. people don't talk about this because the stock kept going up. then something changed mid-2025: Q2 and Q3 were the first back-to-back quarters where the company actually generated cash since the spin-off. Q2 +$710M. Q3 +$1.46B. that was the real turning point. then Q4 went negative again because they spent a record amount on capex. here's the part that matters. all that **cash burn isn't random**. it's tied to already-signed long-term contracts with Microsoft, Meta, and CyrusOne, plus the Three Mile Island restart funded by a $1B government loan. they're not lighting money on fire — they're building capacity for contracts that haven't started paying yet. the question is whether the market got ahead of itself. the stock is up 6x since 2022 while the business was losing cash that entire time. all the optimism is about what happens next, not what already happened. so today's report matters less for revenue or EPS and more for one thing: did Q1 2026 free cash flow stay positive, or did the Calpine integration push it back negative? that number tells you whether the mid-2025 turnaround is real or was a temporary blip. it'll be in the cash flow statement, not the press release headline. that's where i'm looking. and yea the stock chart isn't measuring the same thing as the cash flow statement. the chart is measuring what the market thinks will happen with Microsoft contracts, Calpine synergies, and Crane restart — none of which have started paying yet. the cash flow statement is measuring what actually happened so far. both can be true at the same time: the business hasn't generated cash, AND the stock could still be priced correctly if the future plays out. the question is whether the future is actually playing out — and that's why Q2-Q3 2025 FCF inflection matters. that was the first hint that reality is starting to match expectations.
looks like what i am about to lose on mosaic i will regain on CEG
[$CEG](https://x.com/search?q=%24CEG&src=cashtag_click) Constellation Q1 2026 Earnings \-Adj Oper EPS USD 2.74 (est USD 2.53) \-Oper. Rev USD 11.12B (est USD 8.57B) \-Still Sees FY Adj Oper EPS USD 11.00 To 12.00 (est USD 11.53)
If you wanna keep riding the AI boom, I'd look into the next potential "bottlenecks". Aside from memory (SNDK, MU, etc), there's optical / network (ANET, POET, CRDO, etc), and then there's gonna be power and energy bottlenecks for sure (CEG, VST, OKLO, SMR). Those are some of the tickers I have on my watchlist in the next 3-5 years. Not to mention the quantum plays in relation to AI, which I think will be in the horizon in 5-10 years.
This meme has CEG written all over it....