2 Stocks to Play AI’s Insane Need for New Power: American Superconductor & Power Solutions International
Watch The Discussion on Power Bottleneck Stocks Below In a recent AI Investor Podcast discussion, hosts Austin and Eric Bleeker dived into the pressing issue of the global power bottleneck, particularly as it relates to the burgeoning demands of artificial…
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Watch The Discussion on Power Bottleneck Stocks Below
In a recent AI Investor Podcast discussion, hosts Austin and Eric Bleeker dived into the pressing issue of the global power bottleneck, particularly as it relates to the burgeoning demands of artificial intelligence.
Eric highlighted that while the trend may seem less exciting, it represents a critical challenge that requires urgent attention and investment in grid infrastructure. He noted that the U.S. has not significantly expanded its power grid since the mid-1970s, creating a substantial gap that needs to be addressed.
During the conversation, Eric pointed out key investment opportunities arising from this trend, particularly in companies like GE Vernova, which has seen its stock soar by 92% this year due to increased demand for gas turbines.
He also discussed American Superconductor (Nasdaq: AMSC), which specializes in high-temperature superconductors, and Power Solutions International (Nasdaq: PSIX), a more speculative investment that has shown impressive EPS growth. Eric’s insights underscore the potential for investors to capitalize on the evolving energy landscape, especially as the need for reliable power solutions becomes increasingly critical.
Get More AI Stock Ideas
If you’re on the hunt for more AI stock ideas, check out the latest episode of 24/7 Wall St.’s AI Investor Podcast.
Each week we break down the biggest news in the AI space and invest $500,000 in our favorite AI ideas. The best part? You can subscribe and follow along with what we expect to be the biggest trend in technology history for free. You can listen to the latest episode (where we breakdown AI’s insane need for new energy) in either Spotify or Apple Podcast below.
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Eric Bleeker has been investing for more than 20 years. He began his career working at Microsoft before joining Motley Fool, one of the largest publishers of financial research. In his 15 years at Motley Fool Eric served as the General Manager for Fool.com and led coverage in the Technology & Telecom sector. In addition, he was a featured columnist and has hosted dozens of investing seminars attended by more than a million total investors. Eric has more than 1,000 financial bylines to his name and has been featured in The Wall Street Journal, CNBC, Fox Business, and many other leading publications. He is currently focused on artificial intelligence investing and is a CFA Charterholoder.
