Utilities crushing tech stocks (yes, you read that right)

50% electricity demand surge after 20 years of flat growth

Boring utility companies are outperforming traditional energy stocks as AI computing creates unprecedented electricity demand - a projected 50% increase after two decades of flat usage.

Data centers need massive megawatts, EV charging is exploding, and manufacturing is reshoring, creating a supply/demand imbalance just beginning.

Utility sector funds are already reflecting this reality with substantial outperformance while everyone obsesses over AI stocks. Access full story here.

-Christopher

P.S. One specific utility subsector is positioned for explosive growth because of a critical bottleneck that won’t be resolved for 3-4 years... See which utilities could double →