VST

Morgan, appreciate the write up but I disagree on a few things. SMR and OKLO have huge upside. I agree. However, I think the better choices in that space are BWXT, LEU and CCJ. BWXT covers the SMR theme as well. Agree on CEG, VST and I would add GEV to your portfolio as well. Cheers!

Lining up another 250 shares tomorrow. Time to double my position. What a gift!

$VRT?

I POOP ON BEARTARD HEADS

$VRT?Total Gift at these prices. VRT Killed Earnings on Every Level. When the market turns up soon, VRT will lead. $200+

$VRT? Vertiv $VRT reported 29% revenue growth to $2.68 billion in Q3, led by 43% growth in the Americas, with Q3 organic orders up 60% YoY.

Vertiv said the order growth reflecting sustained market demand particularly for AI infrastructure.

$VST?

$VST Fantastic Opportunity to Buy the Dip. Hugh Year Coming in 2026. Stock will double….

$VST What will happen to this stock when Trump bans Nancy and other politicians from trading?

https://www.instagram.com/reel/DJfNKwpOS0a/?igsh=MTc2OTdwOHJobTBnNw==

It will come back. This is just a bad dream that reoccurs. There is no reason for this drop. It’s getting caught up in the crossfire.

The electric market will be impacted by the tariffs, but it will be minimal. Most parts are bought here in the states. Few come from overseas.

Time to take a breath.