Thursday, October 30, 2025
The need for more energy infrastructure has become a hot topic. Investors are realizing that the artificial intelligence and data center buildout will require many gigawatts of electrical power—power that is not currently available. Until small modular nuclear reactors (SMRs) become widely available, likely in the mid-2030s, natural gas will remain the energy source of […]
One big goal of Trump’s tariff scheme is to incentivize companies to bring manufacturing back to the U.S. Setting up new factories in the U.S. will require a lot of capital. Companies won’t pay for the construction out of free cash flow. They will borrow money for infrastructure and construction. Investing in the stocks of […]
The investing public has begun to realize that AI will require a massive buildout of data centers, and those centers will require vast amounts of energy to power their services and keep them cool. For example, a Chat-GPT query requires almost 10 times the power of a Google search. Energy midstream companies provide the gathering, […]
With hurricane season approaching, investors may want to keep an eye on Generac Holdings (GNRC). After all, this is the company that provides power generation equipment and other light-motor equipment for industrial and residential customers—in fact, it’s the the market leader in home standby generators. Beyond the physical damage to homes and businesses, one of […]
For the past few months we’ve been doing quite a bit of work on how to play a pending infrastructure bill. We’ve finally now narrowed down our positions to a few stocks, mainly etf’s. Today we’ll review these with a bit of a glimpse through the lens of charts.
