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

 

所有跟帖： 

• oklo （包括任何概率股）， 在目前的市場情況下碰都不要碰 ：） -三心三意- ♂ (0 bytes) () 03/29/2025 postreply 08:49:52

• 我去年說OKLO這種股票隻能短炒。大盤一旦不好它就會腰斬，結果現在已經掉了2/3 -三心三意- ♂ (0 bytes) () 03/29/2025 postreply 08:54:42

• 是的， 這種沒有盈利的， 都是在炒概念， 謝提醒 -NewLeaf2021- ♀ (0 bytes) () 03/29/2025 postreply 12:41:02

• 現在PE 也才17， 再跌一點就更低了。 -niy38- ♀ (46 bytes) () 03/29/2025 postreply 09:00:32

• 這個行業的PE一般也就是12-14 -三心三意- ♂ (0 bytes) () 03/29/2025 postreply 09:01:52