VST Outperforms Nvidia (NVDA), Utilities "Front & Center" in A.I. Race
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- Опубликовано: 29 сен 2024
- Vistra Energy (VST) grew more than 200% since the start of the year, beating Nvidia's (NVDA) growth by a substantial amount. Rob Thummel calls Vistra just one example of Utilities leading the power demand, pointing to Microsoft's (MSFT) deal with Constellation Energy (CEG) to restart Three Mile Island.
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#markets #investing #stockmarket #economy #marketnews #vistra #vst #nvidia #nvda #ai #artificialintelligence #energy #utilities #utilitytech #nuclear #nuclearpower #nuclearpowerplant #constellation #microsoft #stocks
goat 🐐 = nvda
juice 🧃 = vst
chill 🥶 = vrt
Utilities (large capex) will make money, but NVDA (low capex) will make way more money.
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