Utilities U.S. Community
Our community narratives are driven by numbers and valuation.
Utilities U.S. Investing Ideas
Vistra
50.5% undervalued intrinsic discount
Updated
US Energy Giant: PowerHouse Of The Future Of AI
View narrativeFU
Updated 9 Sep
VivoPower
55.7% undervalued intrinsic discount
Rating: Speculative Buy
View narrativePE
Published 24 Jun
NextEra Energy
12.2% undervalued intrinsic discount
Investor Thesis: Why the NextEra Energy / Dominion Energy Merger Could Be a Major AI Power Infrastructure Event
View narrativeCH
Updated 9 Aug
XPLR Infrastructure
94.5% undervalued intrinsic discount
Investor Thesis: Why XPLR Infrastructure Could Be Deeply Undervalued in an AI Power Cycle
View narrativeCH
Updated 2 Aug
Oklo
55.0% undervalued intrinsic discount
High risk, unproven, but with big potential.
View narrativeCE
Published 5 Jun
NextEra Energy
12.7% undervalued intrinsic discount
NEE Valuation — The Convergence of Grid Stability and AI Growth
View narrativeSO
Published 27 Apr
American Electric Power Company
9.1% overvalued intrinsic discount
AEP: Capturing the Scarcity Value of the American Power Grid
View narrativeSO
Published 24 Apr
Vistra
49.2% undervalued intrinsic discount
Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.
View narrativeJO
Published 31 Aug
Vistra
34.1% undervalued intrinsic discount
Vistra Energy ($VST): The Flexible Power Platform Capturing AI Load Growth
View narrativeAN
Published 16 Aug
