Utilities have gone from being a very boring business to being a very interesting business, particularly if you're supplying any kind of energy that can be used in any way for AI or Bitcoin mining. I mean, I read a few weeks ago that AI energy consumption worldwide in two years will equal all the energy consumption in Japan. Okay, that's how big it's gonna be.
The number one stock in the venerable S&P 500 this year is a utility called Vistra. Vistra is up this year, two hundred and sixty percent. Sorry, I have to check my notes versus Nvidia, which is up a solid one hundred and fifty percent.
The utility sector this year is the most, it's up over twenty percent, which is the best quarter for utilities since two thousand three. So over twenty years.
After Vistra's big blast, considering solid options like Dominion or Duke might be wise. This industry resurgence implies various investment potentials.
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