00:00 Speaker A
And as I’ve been wasting a lot of my own personal time and thinking about who else will be the AI winners. I I really don’t have anything else to do uh at this point in the year. And I I I’m stumbling upon a company like Exon for obvious reasons. Exon stock has had a really good year. It’s something not a lot of people have been talking about and that comes alongside uh oil prices going lower. So like are oil stocks the next AI play here or am I just reading too much into it?
00:24 Speaker B
No, I mean there’s certainly a a group of strategists that are talking about that you that you will be seeing commodity prices when it comes to oil going higher eventually. Um but you also are looking at natural gas that’s been going higher. Natural gas is really the play. That is going to be the winner as far as the energy spectrum is concerned or the energy players are concerned uh for AI, for data centers. And I took a quick look at the components in the S&P 500 that have done very well this year that have beat the S&P 500. Uh GE Vernova, they make gas turbines, they also are in the services business. Uh there that stock is up 100% year to date. You’ve got NRG Energy, a power company up 75% year to date. Constellation Energy is also up. You even have Albemarle, the lithium maker that is also up year to date 76% because guess what? You also need a storage of energy and lithium is used in battery packs. So, there are a lot of other players within the AI space and especially when we’re talking about energy and upgrading the grid and all the energy that AI is going to need.