The new geometry of global energy demand
Projections to 2030 show an impressive leap: global demand for electricity is expected to be four times greater than in 2020, driven mainly by the US, China, and Europe.
This is the materialization of advances in AI, data centers, and electrification, sectors that make it clear that the energy bottleneck will be one of the central themes of the next decade.
And that's why I'm increasingly focused on energy companies—and I intend to double my investments in this sector in the coming years.
which investments?
Buying VG right now
that chart looks pretty brutal...
It’s a long term play buy low sell high
I'm working on a stock market AI side project.. currently my "Energy" category is pretty lacking... curious if you had to pick 2 or 3 more energy stocks to add, curious what they would be? Mostly interested in stuff that is more talked about / actively traded that might grab user attention
( https://stockdips.ai/list/energy )
I did an analysis on enphase last year.
I like enphase and solar edge but this administration hard pivot from renewables crushed these stocks. I might take a look at enphase again but for right now I wouldn’t buy it.
I am bullish on VG but nuscale is a nuke energy play that might fit your needs. Shocknet is bullish on BWX technologies another nuke play. I own a tiny bag of UEC for nuke fuel.
Thanks! I have enphase on there because I rode that damned stock from 100s to 50s I think :'( . Meet Kevin and all of those other guys were always talking about that stock and I got roped in for a while before I thankfully cut some losses to tax loss harvest lol
Added LNG, SMR, and UEC to our list... UEC is the only chart the AI thinks looks bullish currently... will look to add more in the future if token costs go down or this ever gains traction...
Yeah those YouTube influencers really entice you I fall for it well. Why I am running an experiment.
Yeah that’s not a bad idea.
I'm thinking that combustion engine wasn't such a bad idea after all...
I am an LNG bull myself
whys chart look so 💩?