Want the full list of "dark energy" plays? Get it here:
The AI boom and the energy boom are the same story — and most investors are still missing the connection in the stock market.
In this video, Rob Spivey from Altimetry Research breaks down why the biggest players in tech are being forced to go entergy "off-grid" to power their data centers — and which energy companies stand to benefit most from that shift.
Rob shares three energy stocks he's bullish on right now, two he's actively avoiding, and the accounting-based framework his team uses to find companies the market is still mispricing.
View Bridget's Buys here:
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Video Chapters:
00:00 Intro
01:38 Why the Power Problem Could Slow Everything Down
04:25 The "Bring Your Own Power" Solution
07:52 Stock 1
11:57 Stock 2
17:38 Stock 3
22:20 Stock to Avoid 1
24:47 Stock to Avoid 2
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