Former Banker Says the Real AI Trade Isn't Chips, It's Electricity: 4 Stocks to Watch
Analyst and former banker Felix Prehn published a thread on August 24 arguing that most retail investors missed the 500% to 1,000% gains already seen in Palantir, Intel, and Seagate.
He now points to four companies sitting at what he calls the true bottleneck of artificial intelligence: electricity.
This article is not financial advice. Stock prices are volatile, past performance does not guarantee future results, and readers should conduct their own research or consult a licensed advisor before making any investment decision.
Why Power Companies Became the New AI Trade
Prehn's thesis centers on a structural shortage rather than a speculative narrative. Big Tech companies are signing long-term contracts to secure nuclear and other generation capacity, even as hundreds of billions of dollars pour into chips and data center construction.
