Independent power producer on the AI-power / nuclear-capacity theme, cited alongside CEG as a large XLU component. Likely a Vistra-related listing — verify.
“@adenois few things, $CEG, $VVST and others are independent so they have more pricing power. they're also a large % of $XLU concentration + power capacity prices are skyrocking. And with AI, yes demand > supply and mag7 is largely funding this new historic grid expansion.” post →
| Date | Tweet |
|---|---|
| 2026-02-19 | @adenois few things, $CEG, $VVST and others are independent so they have more pricing power. they're also a large % of $XLU concentration + power capacity prices are skyrocking. And with AI, yes demand > supply and mag7 is largely funding this new historic grid expansion. → · 11 likes · 6,641 views |
from2028 — cross-site stock view. Rebuilt at publish time.