$Vistra(VST.US) dropped by four to five points, $Canadian Solar(CSIQ.US) dropped nearly seven points, and $GE Vernova(GEV.US) saw a slight decline.
AI power was a theme with significant gains earlier; when growth stocks sell off, their beta exposure becomes apparent. $Canadian Solar(CSIQ.US) fell deeper because its issue is the clearing out of the photovoltaic industry, not AI power.
The electricity demand gap in data centers is real, and after the pullback completes, power equipment will remain the main theme. Should I add positions after news about electricity contracts comes out, or ambush first while there's panic? I guess the former has a higher win rate, while the latter offers better odds.
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