Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Grommit	11/2/2025 10:54:15 AM
	2 Recommendations Recommended By E_K_S Johnny Canuck Read Replies (3) of 78774

Utilities. Reshuffled my utility holdings to include more utilities with signed data center power generation growth. I am content with their 3% dividends plus 7% to 9% annual growth. A good safe base for 18% of my portfolio. Now own NEE LNT WEC XEL AEP ES ATO AEE. Clips from 2 recent articles: Large Wall Street investment firms are moving to acquire U.S. utility companies in an effort to benefit from the rising demand for electricity from data centers... BlackRock, the world’s largest asset manager, last year proposed buying Minnesota Power, a utility that owns several power plants and thousands of miles of power lines that could help technology companies secure energy for their data centers. But a state administrative law judge recommended late Tuesday that Minnesota utility regulators deny the proposed acquisition... Electricity rates for individuals and small businesses could rise sharply as Amazon, Google, Microsoft and other technology companies build data centers and expand into the energy business. Just a few years ago, tech companies were minor players in energy, making investments in solar and wind farms to rein in their growing carbon footprints and placate customers concerned about climate change. But now, they are changing the face of the U.S. power industry and blurring the line between energy consumer and energy producer. They have morphed into some of energy’s most dominant players... Their operations and investments dwarf those of many traditional utilities. tech industry’s all-out artificial intelligence push is fueling soaring demand for electricity to run data centers... Large, rectangular buildings packed with servers consumed more than 4 percent of the nation’s electricity in 2023, and government analysts estimate that will increase to as much as 12 percent in just three years.... Utility index up 40% over 2 years: A few clips from various corporate presentations: Beaver Dam is META Large data center operator QTS is owned by Blackstone.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next