Messaggi
41Dear community, as you can see, the above-mentioned sectors are poorly represented in my portfolio, so in order to diversify my portfolio more, I am looking for exciting stocks that I would like to take a closer look at.
Especially $VST (+2,45%) and $CEG (+3,36%) performed well due to the AI hype and the supply of data centers. $NEE (+1%) has more difficult cards to play at the moment due to Trump's policies.
Do you currently have any companies on your watch list?
Hello folks,
AI is not just a pipe dream, AI is a reality.
And the DeepSeek narrative from a year ago has also disappeared.
I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.
Meta secures nuclear power for data centers
https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html
Talen Energy - Power producer signs long-term contract with Amazon Web Services.
EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.
GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.
HOCHTIEF subsidiary builds mega data center for Meta in the USA
data centers
NVIDIA Corp ('US67066G1040')
A dominant player: Hardly any AI data center runs without Nvidia
Talen Energy Corp ('US87422Q1094')
Talen Energy - Power producer signs long-term contract with Amazon Web Services.
Applied Digital Corp ('US0381692070')
Applied Digital: AI data centers as growth driver
Lumentum Holdings Inc ('US55024U1097')
Lumentum Holdings is a beneficiary of demand for data center infrastructure
Bitdeer Technologies Group ('KYG114481008')
Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly
Astera Labs Inc ('US04626A1034')
Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!
Infineon Technologies AG ('DE0006231004')
Infineon convinces with green technology in a difficult environment
technotrans SE ('DE000A0XYGA7')
Technotrans: Ice cold back on the road to success
Hochtief AG ('DE0006070006')
Hochtief - Infrastructure investments worth billions are growth drivers.
Flex Ltd ('SG9999000020')
Flex: Contract manufacturer with power - Data center boom drives share to new heights.
Oracle Corp ('US68389X1054')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
Primoris Services Corp ('US74164F1030')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
Vistra Energy Corp ('US92840M1027')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
EQT Corp ('US26884L1098')
EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar
Amazon.com Inc ('US0231351067')
Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!
Seagate Technology Holdings PLC ('IE00BKVD2N49')
Seagate - Irish to significantly improve margins and sales again in H2 with new technology.
Ecolab Inc ('US2788651006')
With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.
Applied Optoelectronics Inc ('US03823U1025')
Applied Optoelectronics reports production milestone and growth in the data center sector
Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!
WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!
ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE
COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!
In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.
Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.
However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".
The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.
"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.
Criticism of Meta plans
However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.
$VST (+2,45%) raised its adjusted EBITDA forecast for 2026 on Thursday and unveiled plans to increase nuclear capacity by 2030 to position itself for an increase in electricity demand in the US, even as second-quarter profit fell due to higher costs.
The company's shares rose nearly 4 percent in morning trading.
Vistra expects to add more than 600 megawatts of nuclear power plants by mid-2030 to meet rising electricity demand, particularly from data centers and AI-related industrial growth.
In July, the company received regulatory approval to extend the operation of its Perry nuclear power plant in Ohio until 2046.
The Texas-based utility raised its mid-range forecast for adjusted EBITDA in 2026 to approximately USD 6.8 billion, excluding contributions from the seven natural gas-fired power plants it acquired (link) in May.
For the current year, the company reiterated its forecast of core adjusted earnings from continuing operations of between $5.5 billion and $6.1 billion, broadly in line with analysts' estimates.
The U.S. Energy Information Administration estimates that electricity consumption in the country will reach record highs in 2025 and 2026, driven by rising demand from data centers looking to keep up with Big Tech's AI ambitions.
Still, Vistra's second-quarter results were weighed down by costs.
Net income for the quarter ended June 30 fell to $327 million from $467 million a year earlier.
Adjusted EBITDA from continuing operations fell from $1.41 billion to $1.35 billion, due in part to unplanned equipment outages.
Total operating expenses increased by 17 percent to USD 733 million, while interest expenses rose by almost 26 percent to USD 303 million.
Higher and longer-lasting interest rates are putting pressure on U.S. utilities as they drive up the cost of maintaining and expanding infrastructure.
CEO Jim Burke said the company has so far returned $6.5 billion to shareholders through dividends and share buybacks and plans to return another $1.8 billion by the end of 2026.
Source: reuters.com
$AAPL (-0,25%) Apple, Inc. (ISIN: US0378331005)
$ADBE (+1,28%) Adobe Inc (ISIN: US00724F1012)
$AES (+2,92%) AES Corp (ISIN: US00130H1059)
$AMZN (+0,88%) Amazon.com Inc (ISIN: US0231)
$APP (+3,32%) AppLovin Corp (ISIN: US03831W1080)
$AXON (+2,27%) Axon Enterprise, Inc. (ISIN: US05464C1018)
$BE (+4,89%) Bloom Energy Corp. (ISIN: US09
$CRM (+1,2%) Salesforce.com, Inc. (ISIN: US79466L3024)
$GOOGL (+0,41%) Alphabet Inc (Class A) (ISIN: US02079K3059)
$GTLS (+0,35%) Chart Industries, Inc. (ISIN: US16115Q3083)
$HUBS (+1,89%) HubSpot Inc (ISIN: US4435731009)
$JCI (+2,27%) Johnson Controls International plc (ISIN: IE00BY7QL619)
$NEE (+1%) NextEra Energy, Inc (ISIN: US65339F1012)
$NVDA (+3,74%) NVIDIA Corp (ISIN: US67066G1040)
$SLB (-0,25%) Schlumberger N.V. (ISIN: AN8068571086)
$SPGI (-4,48%) S&P Global Inc (ISIN: US78409V1044)
$TSLA (+0,46%) Tesla Inc (ISIN: US88160R1
$TT (+1,36%) Trane Technologies PLC (ISIN: IE00BK9ZQ967)
$$VRTX (-0,27%) Vertex Pharmaceuticals Inc (ISIN: US92532F1003)
$VERTEX (+0,07%) Vertex, Inc (ISIN: US92538J1060)
$VST (+2,45%) Vistra Corp (ISIN: US92840M1027)
$WIX (+3,29%) Wix.com Ltd (ISIN: IL0011301780)
Morgan Stanley expects these companies to benefit greatly from the global trend towards AI integration, whether through leading chips such as NVIDIA, cloud and software solutions such as Amazon, Alphabet or Salesforce, or specialized applications in energy, industry and biotechnology. With tech giants expected to invest almost 400 billion US dollars by 2026, demand in many of these segments could explode. But while the list reads impressively, there is still the intriguing question of who will ultimately benefit not only from the hype, but also from the sustainable use of this technology.
Source: Boerse-Online (Morgan Stanley report on AI-related stocks)
Image material: Techa Tungateja/iStockphoto
Today, the PJM auction rewarded utilities $VST (+2,45%) and $CEG (+3,36%) after setting the capacity price at $329 per MW-day. Shares are soaring in the after-market.
But that’s not all: in a report, Citi highlights a possible collaboration between OpenAI and $OKLO, currently constrained by institutional bureaucracy and licensing, which — given the sensitivity of the topic — tend to be very slow.
However, the partnership between the two companies is generating a lot of hype.
Hello my dears,
The CEO makes a major contribution to how successful a company is.
A CEO plays a crucial role in the success of a company. According to studies, a CEO's performance has a significant impact on company performance, with estimates ranging up to 45%. An effective CEO can increase company value through strategic direction, leadership and decision-making, while poor leadership can lead to stagnation or even decline.
Here are some aspects of how a CEO contributes to a company's success:
Strategic direction:
The CEO sets the long-term vision and strategy of the company and ensures that resources are utilized efficiently.
Leadership and motivation:
A good CEO motivates and leads employees, creates a positive corporate culture and promotes collaboration.
Decision-making:
The CEO makes important decisions that drive the company forward, whether in terms of products, markets or investments.
Communication:
The CEO is the mouthpiece of the company and communicates both internally and externally to create trust and transparency.
Crisis management:
A capable CEO can react quickly and effectively in crisis situations to avert damage to the company.
A CEO change can have a significant impact on a company, both positive and negative. If a new CEO comes in with a clear vision and effective leadership style, this can lead to a significant upturn, whereas a change to a less capable leader can lead to problems.
The role of the CEO is therefore of great importance for the success or failure of a company. A good CEO is more than just a manager; he or she is a visionary, a leader and a crisis manager who leads the company through all the ups and downs.
Dear ones, which are your favorite CEOs?
And do you even know the CEOs of your investments?
I have to admit I don't know all 59 🙈🙈
But maybe one of your CEOs is one of the 10 from 2024.
To determine the ten most successful CEOs of the year for shareholders, the business medium "The Economist" has compiled a list of CEOs whose total shareholder returns were particularly high compared to the average of listed companies in the S&P Global 1200. The S&P Global 1200 comprises the most valuable companies outside China and India. The information is based on data from "Bloomberg" and was collected between January and December 19, 2024.
10 John-Christophe Tellier (UCB) $UCB (+0,32%)
Jean-Christophe Tellier is the CEO of UCB, a global biopharmaceutical company based in Brussels. UCB specializes in the development of therapies for people with serious diseases, particularly in the fields of neurology and immunology.
In 2024, the launch of the anti-inflammatory drug Bimzelx in the US led to a sharp rise in the share price. UCB thus achieved a total shareholder return 133 percent higher than the average of the companies in the S&P 1200 over the period under review.
9 Rick Smith (Axon Enterprise). $AXON (+2,27%)
Rick Smith is the founder and CEO of Axon Enterprise, a technology company that develops public safety solutions. Originally founded in 1993 as Taser International, the company made a name for itself with the development of stun guns used by law enforcement agencies worldwide.
Despite repeated reports of a toxic workplace culture at Axon, the company has had a successful year. The rise in the share price was spurred on by the comments of the newly elected US President Donald Trump, who wants to further militarize the US federal police force. Axon Enterprise generated a 149% higher total shareholder return in 2024 than the average company in the S&P 1200.
8th Tyler Glover (Texas Pacific Land). $TPL (+0,97%)
Tyler Glover is the CEO of Texas Pacific Land Corporation (TPL), one of the largest private landowners in Texas and an influential company in the energy and real estate industries. TPL owns millions of acres of land in West Texas, particularly in the Permian Basin, one of the most productive oil and gas regions. In 2024, the company's share price rose on expectations that the high energy consumption of AI data centers will boost the business. Texas Pacific Land delivered a 158% higher total shareholder return than the average company in the S&P 1200 over the period.
7 Geir Haoy (Kongsberg). $KOG (-0,5%)
Geir Haoy is the CEO of Kongsberg Gruppen, a Norwegian technology company operating in various industries, including defense, space, shipping, oil and gas, and digital solutions. In 2024, the company benefited from increasing orders for weapon systems. CEO Haoy achieved a 174 percent higher total return for his shareholders in 2024. 174 percent higher total return than the S&P 1200 average.
6. Yasuhito Hirota (Asics). $7936 (+1,02%)
Yasuhito Hirota is the CEO of Asics, one of the world's leading sportswear and footwear companies, which is particularly well known for its running and training shoes. This year, one model in particular has been a success for the company: Onitsuka Tiger.
The shoe is trending thanks to posts on social media and has recorded high sales figures. Asics thus achieved a 176% higher total shareholder return than the S&P 1200 average in the period under review.
5 Seiji Izumisawa (Mitsubishi Heavy Industries)
Seiji Izumisawa is the CEO of Mitsubishi Heavy Industries (MHI), a Japanese industrial conglomerate that operates in a variety of sectors, including aerospace, power generation, shipbuilding, engineering and defense. Izumisawa has bundled the company's strengths - and focused primarily on the energy and defense sectors. This year, he delivered a 177 percent higher total return to shareholders than the average company in the S&P 1200.
4. Jensen Huang (Nvidia). $NVDA (+3,74%)
Jensen Huang is the co-founder and CEO of Nvidia, a leader in graphics processing units (GPUs) and artificial intelligence (AI). Under his leadership, Nvidia has evolved from a manufacturer of graphics chips for computers to a global technology giant that also offers solutions for AI, deep learning, cloud computing and self-driving cars.
The rapid growth resulting from the AI hype slowed down this year. The high expectations of analysts were not quite met. Nevertheless, Huang was able to achieve a 180% higher total return for its shareholders in 2024 than the S&P 1200 average.
3rd Jim Burke (Vistra). $VST (+2,45%)
Jim Burke is the CEO of Vistra, an energy supply company based in Irving, Texas. Vistra is engaged in the generation and distribution of electricity and operates a broad portfolio of energy assets, including gas, coal, wind and solar power plants.
Similar to Texas Pacific Land, his company benefited from increasing energy consumption due to AI data centers. In 2024, it generated a 288% higher total return than the S&P 1200 average.
2nd Christian Bruch (Siemens Energy). $ENR (+3,36%)
Christian Bruch is the CEO of Siemens Energy, a global company specializing in the development, manufacture and maintenance of technologies for power generation, transmission and distribution. Siemens Energy was created in 2020 as an independent company from the spin-off of the Siemens Energy Division.
In 2024, the company recovered after Siemens Energy posted a loss of more than 4.5 billion euros in 2023. The German government provided billions in guarantees for the troubled company. In 2024, Siemens Energy achieved a total return 312 percent higher than the S&P 1200 average due to the recovery of the share price.
1 Alex Karp (Palantir). $PLTR (+5,15%)
Alex Karp is the co-founder and CEO of Palantir, a company specializing in data analytics and software solutions. Founded in 2003, Palantir provides big data analytics platforms that are mainly used by government agencies but also by companies in various sectors - and are controversial.
By 2024, the company's market capitalization had risen from USD 36 billion to over USD 180 billion. In September, Palantir was included in the S&P 500 Index of the most valuable companies in the USA. In 2024, Palantir thus achieved a total return 322 percent higher than the S&P 1200 average.
I would have expected some of the CEOs here, but there are also a few that I would not have expected.
I am invested in Siemens Energy, Vistra and NVIDIA
Unfortunately, UCB didn't make it from the Watch into my portfolio.
I hope you enjoyed the presentation of the CEOs.
Please let me know in the comments.
https://www.businessinsider.de/wirtschaft/ranking-die-besten-ceos-fuer-aktionaere-im-jahr-2024/
Nuclear stocks will play a key role: clean and reliable energy, increasingly central to the energy transition. Interesting from a long-term perspective.
For this reason, I will significantly increase my position in stocks related to SMR technology and utilities. AI and Data Centers = Growing energy demand.
Today, after a long period of consideration, I have decided to part with $CDI (+2,71%) ... I have learned that it can also make sense to realize losses.
I now want to invest the money in shares that are better suited to my dividend growth strategy and show more growth. I am thinking of companies like $V (-0,93%)
$ZTS (+0,59%)
$NOVO B (+6,73%)
$6383 (+2,3%)
$VST (+2,45%)
$VRT (+4%)
Please share your opinion!
$VST (+2,45%)
$OKLO
$CEG (+3,36%)
Investors in nuclear energy have additional reason to rejoice as the Trump administration seeks to boost nuclear reactor projects.
Costs could fall, revenues could rise and profits from nuclear energy could explode - in a positive sense, not in the Chernobyl sense.
Shares in nuclear power plants Constellation Energy ( CEG 6.09 % ) , Vistra ( VST 7.51 % ) and Oklo ( OKLO 2.10 % ) (Oklo is more of a nuclear start-up) all rose on Monday morning. The price movements may have been triggered by general investor enthusiasm following the Trump administration's weekend announcement to temporarily lift tariffs on China - but that's not the only reason why nuclear stocks are currently in such high demand.
As the New York Times reported on Friday, the Trump administration is planning to publish several executive orders aimed at speeding up the construction of new and reactivation of older nuclear power plants in the US. The report itself states that the administration is calling for swift and decisive action. These would entail a comprehensive overhaul of federal safety guidelines for the construction of nuclear power plants in order to reduce red tape and expedite projects.
Vistra shares top the list of nuclear stocks today with a 6% gain (as of 10:40 a.m.). Constellation is up 5.9% and Oklo is lagging behind with a gain of 3.3%.
Today in the nuclear news
What is the significance of this nuclear news and does it justify the price movements? According to the Times, the goal is to quadruple nuclear power capacity to 400 gigawatts by 2050 - so it's a pretty big development.
The president's planned actions could not only significantly boost revenue by selling the additional power, but also help companies like Constellation, Vistra and Oklo with costs. As the Times notes, the two most recent nuclear reactors in the U.S. cost twice as much to build as originally estimated and took seven years longer than planned - largely due to bureaucratic hurdles that delayed construction and added compliance costs.
Is now the time to buy shares in Constellation Energy, Vistra or Oklo?
But let's not get ahead of ourselves. According to Statista, the average nuclear power plant in the US takes eleven years to build. If you deduct the additional seven years that the last two plants took, it is likely that a power plant announced today will not be completed for another four years - by which time President Trump will no longer be in office and US nuclear energy policy may have changed again. The success of these shares is therefore not guaranteed.
https://www.fool.com/investing/2025/05/12/nuclear-stocks-constellation-vistra-oklo-popped/
Would you currently rather buy additional positions in your portfolio or add new shares to your portfolio?
I am currently short these positions:
$ASML (+6,87%) (-17%) (actually position full)
$NVDA (+3,74%) (-20%) (position actually full)
$GOOGL (+0,41%) (-15%)
$VST (+2,45%) (-20%)
$HIMS (+11,67%) (-22%)
$AMZN (+0,88%) (-2%)
that I would like to get new
I migliori creatori della settimana
