Wednesday, April 2, 2025
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.
