STOCK PORTFOLIO UPDATE
There are 3 stocks were are looking at investing in
VISTRA - $VST
Constellation- $CEG
The last one I’m on the fence on
Btween $SO
And $TLN
I think we are going to price in the electron bottle neck for ai here. We are short electrons and interconnections by 2 orders of magnitude. These are not volatile companies but should gain 30-50% over the next year and half
Our best bet is to mix the position here
I think 70/30
70% being position stock
30% long term options
I will post the contracts I’m looking at based on pre market tomorrow
1August 30, 2026 78 3 1
