Picked up $Quanta Services(PWR.US) and $EMCOR Grp(EME.US) at the open. Both got the rate 9/10 rating from Claude. NFA
Share your thoughtsWhat's on your mind?
0 / 2,000
- G
The recent two-week trend of energy stocks appears to be a divergence in fundamentals, but it's more like a policy stance.
Similarly, for "electric power", on one side, $GE Vernova(GEV.US), $Quanta Services(PWR.US), and $Bloom Energy(BE.US) surged straight up; on the other side, $Constellation Energy(CEG.US), $Vistra(VST.US), and $Talen Energy(TLN.US), these IPPs holding large amounts of power generation assets, were directly pressed to the floor. This is not a stock selection issue, but a matter of being on the wrong side. The past hundred years...