AI keeps shouting about power shortages every day, and those involved in power generation and storage like $Plug Power(PLUG.US), $Enphase Energy(ENPH.US), $DONGFANG ELEC(01072.HK), and $DATANG POWER(00991.HK) get to benefit from it — the endgame of selling shovels is selling electricity itself, which is absurd but seems to make some sense.
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