3 plain companies get paid when power runs short, and 2 carry 100%+ targets
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Last December, America’s biggest power grid came up short. |
A few plain companies stand to get paid for it, and my team sees gains of more than 100% in 2 of them over the next 12 months. |
Each year, that grid holds an auction to lock in future power. This time it couldn’t line up enough to hit its own reliability target. That had never happened since the auction began in 2007. |
Its operator also floated an emergency plan to push data centers onto backup generators, because supply was nearing what officials called “dangerously low levels.” |
Big Tech has committed up to $690 billion to the AI build-out, and the grid can’t keep up. In a shortage, the companies that supply power win. |
I’ve found 3 of them, and most investors don’t know their names yet. Read the whole story this weekend, before Monday’s open. |
To your success,
Don Kaufman |
P.S. Meta, Microsoft, Amazon and Google have each signed a nuclear power deal just to keep their AI plans alive. See where that money is headed. |
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