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VVST
🔬 Bullish on $CEG and $VVST due to their independent status giving pricing power, increasing power capacity prices, and AI-driven demand exceeding supply, with major tech companies funding grid expansion
high convictionFirst mentioned Feb 19, 2026
Bullish on $CEG and $VVST due to their independent status giving pricing power, increasing power capacity prices, and AI-driven demand exceeding supply, with major tech companies funding grid expansion.
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entry Feb 19, 2026
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openedFeb 19, 2026
Bullish on $CEG and $VVST due to their independent status giving pricing power, increasing power capacity prices, and AI-driven demand exceeding supply, with major tech companies funding grid expansion.
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dormantMay 29, 2026
No qualifying thesis event for 45+ days.