But (@But_the_Stock_Picked

1Mon·

Due to the expansion of data centers, shares in the energy sector such as $CEG (+0.3%)
$VST (+2.25%)
$ETN (-0.23%) and $BWXT (+0.33%) (nuclear) are soaring, especially after the announcement by $MSFT (-0.01%) regarding nuclear energy.

After looking into your private crystal ball, do you think that a longer-term trend has begun in terms of share price development? Or do you think that everything is already priced in and that the rise will soon flatten out again, so that all that's left now is to chase the "runaway train"? (I think this will happen much faster than the "normal" investor thinks - after all, "smart money" is a bit smarter than we are).

Personally, I think that the most likely candidates here are the established $SU (-0.06%) and $ETN (-0.23%) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (+0.2%) (SMRs - although the question is when they will actually be built and profitable).

What do you think? Are you looking at other companies in this field?

7 Comments

Rmann@Epi

1Mon

Do you know $SMR? After all, the only company with a valid license to build SMRs. Very volatile, very exciting. Still have a small amount in it.

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But T.@But_the_Stock_Picked_Me

1Mon

Another company that would fit well here is $PH. They have a broad base, including in the aerospace, space and robotics sectors. https://www.parker.com/us/en/divisions/quick-coupling-division/industries/liquid-cooling-for-data-servers.html

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Marco@RABINATOR

1Mon

$RR. becomes a MUST HAVE if you look at the reports about nuclear power plants / mini nuclear power plants 🤷‍♂️💪🚀

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Brody@Brody

1Mon

I am only invested in $ETN myself. I'm also considering running $SU in parallel.
$SIE is actually the first stock I can think of that the smart infrastructure run has passed by this year.
I heard about Iris $IREN for the first time on some podcast at the weekend. Australian Bitcoin mining company that operates data centers and infrastructure with renewable energies. But I haven't had a closer look yet.

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Kolibri@Renditedichter

1Mon

If I were you, I would invest in the electricity grid operators. Then you are independent of the various producers and benefit from the global hunger for electricity in the long term. All other sectors and companies would be too hype-prone or too dependent on political decisions. That's why I prefer Eon more than RWE. Even if RWE manages to produce more sustainable electricity, they end up paying money to Eon.
But that's just my opinion.

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But T.@But_the_Stock_Picked_Me

1Mon

I have opted for $BWXT.

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