The investment thesis for next 3 yrs on VST is

  • AI drives electricity demand
  • The new adminstration focus on US infrastructure build up increase electricity demand

If you do not believe these 2 factors, you should not invest in VST

 

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俺也有,准备hold -CastlePines- 给 CastlePines 发送悄悄话 CastlePines 的博客首页 (0 bytes) () 02/25/2025 postreply 15:41:24

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