• NextEra Energy Inc. (NEE)
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• Williams Companies Inc. (The) (WMB)
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• Vistra Corp. (VST)
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• Vertiv Holdings LLC Class A (VRT)
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• Constellation Energy Corporation (CEG)
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Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?

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Read Answer Asked by Gregory on December 21, 2024

• NextEra Energy Inc. (NEE)
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• Williams Companies Inc. (The) (WMB)
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• Fortis Inc. (FTS)
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• Vistra Corp. (VST)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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• Constellation Energy Corporation (CEG)
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Q: Is it advisable now to invest in REGULATED utilities, given that there will be a need for huge data centers with the growth of AI? If yes, can you list and rank the ones you prefer?
Thank you!

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Read Answer Asked by Yvonne on December 18, 2024

• NextEra Energy Inc. (NEE)
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• Williams Companies Inc. (The) (WMB)
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• Vistra Corp. (VST)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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• Constellation Energy Corporation (CEG)
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Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?

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Read Answer Asked by Dennis on December 13, 2024