Former Banker Says the Real AI Trade Isn't Chips, It's Electricity: 4 Stocks to Watch
Analyst and former banker Felix Prehn published a thread on August 24 arguing that most retail investors missed the 500% to 1,000% gains already seen in Palantir, Intel, and Seagate. He now points to four companies sitting at what he calls the true bottleneck of artificial intelligence: electricity. This article is not financial advice. Stock prices are volatile, past performance does not guarantee future results, and readers should conduct their own research or consult a licensed advisor before making any investment decision. Why Power Companies Became the New AI Trade Prehns thesis centers on a structural shortage rather than a speculative narrative. Big Tech companies are signing long-term contracts to secure nuclear and other generation capacity, even as hundreds of billions of dollars pour into chips and data center construction. If you missed Palantir at $20, Intel at $45 or Seagate at $95, youre not alone. Each stock ran 500-1000% in the next 12 months, and most retail investors missed it. I went hunting for the next stocks that could go on a similar run as these, and came across these 4:???? — Felix Prehn ???? (@felixprehn) August 24, 2026 Without reliable, clean power, he argues, spending cannot fully materialize into operating capacity. The four companies below sit directly









