The investment thesis for next 3 yrs on VST is

  • AI drives electricity demand
  • The new adminstration focus on US infrastructure build up increase electricity demand

If you do not believe these 2 factors, you should not invest in VST

 

所有跟帖: 

俺也有,準備hold -CastlePines- 給 CastlePines 發送悄悄話 CastlePines 的博客首頁 (0 bytes) () 02/25/2025 postreply 15:41:24

請您先登陸,再發跟帖!