Essential for supplying and regulating the massive power loads required by data centers.

Primary beneficiary of AI data center energy demand with 20% of backlog AI-related and growth in Small Modular Reactors.

Key player in grid hardening and the multi-year secular trend of AI power infrastructure.

Primary beneficiary of AI data center power demand and electrical grid expansion; reported 85% EPS increase.

Primary beneficiary of AI data center power demand with a massive $163 billion backlog and blowout earnings beat.

Viewed as a best-of-breed energy play and a long-term winner.

Beneficiary of the 'behind-the-meter' power trend as data centers require gas turbines for independent power.

Stock was up 4%, benefiting from the increased need for power and infrastructure to support the growth of data centers.

A battleground stock where the strong bull narrative (AI-driven power demand for its gas turbines) has caused a 'moonshot' in the stock, overwhelming a bear case based on its 'terrible' wind business. The guest is currently on the sidelines due to the stock's strong momentum.

As a key supplier of large gas turbines for power plants, the company is a direct beneficiary of the massive power infrastructure needed for AI data centers, leading to very strong results with new orders up 65% year-over-year.