GE Vernova's gas turbine backlog has increased significantly, providing a six-year production backlog, and its grid business has a $42 billion backlog, indicating strong demand for essential infrastructure.
Source Post
Biocomputing Is Here, and Investors Are NOT Ready
Aug 22, 2026
The creator discusses the immense electricity demands of AI, highlighting that major tech companies are facing shortages. This energy crisis is driving innovation, including biocomputing (brain cells on chips) as a potential solution, though this specific company is private. The core thesis is that the AI industry's energy problem, worth trillions, is creating massive investment opportunities in companies that can solve it, with the creator promising to reveal three companies with an "illegal monopoly" in a future segment.
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Talen Energy (TLN), the smallest of the three companies with deregulated nuclear plants, is poised for significant profit increases due to a large Microsoft contract, despite its stock's poor performance.
Vistra (VST) is identified as one of three companies with a legal advantage in selling power from deregulated nuclear plants, suggesting significant future profitability despite its stock's lack of recent movement.
Constellation Energy (CEG) is one of three companies legally permitted to sell power from deregulated nuclear plants to desperate buyers, suggesting a strong future profitability despite recent stock underperformance.
Nvidia is mentioned as a supplier of high-cost chips used in AI, which are also being utilized in biocomputing experiments.
Amazon is listed as one of the tech giants facing critical electricity shortages for their AI operations.
Microsoft is mentioned as one of the largest companies running out of electricity due to AI demands.