VST intrinsic value 在80-100， 數據中心需求+美國基建擴張drive upside， 但是。。

You also want to be aware of the following risk

1: It's data center lease agreements have to go through regulatory approval and some investors are losing patience

2: There is always a fear that AI is a bubble and AI datacenter power demand is overblown

3: Trump's aggressive Tariff policy could hurt economy in short term, and therefore reduce (rather than increase) infrastructure power need

4: And finally, VST at 200 was clearly overvalued. So, it is coming down hard while broad market is sold off

So, it is a decision between risk and potential return you have to make --- Do you believe the power demand in US will be substaitially higher 3 years fro today