Wells Fargo downgrades Netflix $NFLX to Underweight and cuts its PT to $57 from $80, citing weakening engagement and a lack of major original hits as the core concern.
@weijinnnnnn@QualCompounders VST looks like it offers the better risk-adjusted return at today’s valuation but if I am looking to buy and hold, would CEG be the better choice
@weijinnnnnn@QualCompounders is the increasing demand for electricity from AI/data centers enough to create a durable investment thesis for power-generation companies?
Or are there structural risks that could make today’s opportunity less attractive over the long term
@patientinvestor OR is the increasing demand for electricity from AI/data centers enough to create a durable investment thesis for power-generation companies?
Or are there structural risks that could make today’s opportunity less attractive over the long term
@patientinvestor This was a great video analysis, thanks!
I’m currently researching CEG & VST as potential 3–5 year investments based on the growing electricity demand from AI/data centers.
Both seem well positioned to benefit from the power bottleneck, but I’m trying to determine which
@patientinvestor which offers the better risk-adjusted return at today’s valuation (from your video probably VST) but if I am looking to buy and hold, would CEG be the better choice
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