CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle

People are still piling into micron. The market is for sure in eurphoria stage. buying into certain stocks thats up 3000% in 8 months n sht.

The Ai boom doesnt end when MU stops. It shifts to the next stage. Retail is 2 waves late.

DELL confirms that the cooling stage of the cycle is already under way. Along with SMCI and VRT they will all be hot this year.

Im buying the dip on VST, CEG, GEV

also just came across TLN. nuclear power provider but they have high debt and regulatory hurdles which is to be expected. the nuclear renaissance is going to be crazy