AES - The AES Corporation 0 WATCHERS

CVX, XOM, and EQT for the Trump Administration's focus on LNG exports TTE given Europe's push for energy independence from Russia D for data center expansion and population growth in the DMV area AES for operational presence and proximity to DC, and I like that they're headquartered in Virginia

You could also look at stocks like PFE, SNCY, VZ, PDD, AES, D, T, BRK

Order by IV/HV for the S&P 500. Those are the options which are most expensive and are expected to have big moves. Also outliers in that historically they haven’t had that kind of volatility | Rank | Ticker | Company Name | Price ($) | Fwd P/E | ATM IV …

D and AES

AES. Its been a bargin for the last year. PE of 6x and a 5% dividend. People look at the amount it is spending on new capacity and their high debt levels but its mostly cashflow funded growth and falling interest rates would be beneficial for them.

PFE, VZ, AES, D, T, KMB, NOK, BRK.B, AAAU, SLV, select international ETF, SGOV. It's good to be prepared but calling recession is too early

AES, VZ, PFE, T, PDD, BRK.B

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

Before correction: BRK, AAAU, SLV, V, AES, D, T, PFE After correction: TQQQ (Duh!!)

The Distributed Power Stack: Microgrids, Storage, and the Quiet Picks Behind AI Data centers are multiplying. Power demand is spiking. Classic utilities and heavy grid contractors get most of the airtime, but there is a second lane that sits closer to the bottlenecks: distributed power at the site level. Think …

PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.