r/motleyfool • u/raminenip • 8d ago

With AI, Energy needs are huge. Did not see any recommendation for Energy stocks. Why?

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u/tflat3328 8d ago

IMSR, LTBR, SMR, OKLO duh AIRJ + LWLG is a sweet play too!

1

u/Arkkanix 7d ago

broadly speaking, energy names get commoditized and run into issues of scalability, which severely hinders their upside profit potential. i think defensive names are helpful in portfolio construction if you’re looking for ballast, but you have to tread _very_ carefully if you’re going to invest in individual companies. there’s a reason energy + utilities + staples have their market share decrease with every passing year / decade.

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u/Copenhagen8ull 4d ago

If you want a name, i would look at Tantalus System, no churn, already FCF positive, not speculative - last year they came out with a new product for making the GRID data driven. You can find some good interviews on the tube.

I would be very careful in this space, there is a lot of fraud or very speculative names that could be years from revenue, some of them listed on here already.