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Ep. 28 - Best 3 AI Power Stocks to Buy Now in 2026
The MoneyFlows Show
3w ago·16m

Ep. 28 - Best 3 AI Power Stocks to Buy Now in 2026

The AI Power Stack: Top 3 Grid Infrastructure Stocks to Buy Now in 2026Everyone knows about the software side of the AI boom, but what about the electricity needed to power it? Every prompt you send to an AI model triggers thousands of GPUs inside data centers, and these modern campuses are now consuming hundreds of megawatts—even gigawatts—of power.In this video, Jason and Luke break down the "AI Power Stack"—from applications to power generation—and reveal three under-the-radar infrastructure stocks that are physically powering the artificial intelligence revolution.In this episode, we cover:The Energy Problem: Why AI is actually an energy challenge and how the power stack is broken down into layers including data centers, power conversion, the grid, and power generation.#GeVernova (GEV): The foundation of the stack. This company builds equipment for power generation and grid infrastructure across natural gas, nuclear, and win. It currently boasts a consensus price target of $1,245, representing a massive 33% upside.#MonolithicPower (MPWR): The power conversion play. GEV creates the electricity, but MPWR uses its advanced chips and management systems to ensure that power is regulated, cleaned, and efficiently delivered to thousands of servers. Analysts project a 22% upside with a price target of $1,820.#Nextpower (NXT): The energy management and storage solution. As renewable energy production fluctuates, NXT bridges the gap by optimizing how energy is delivered and stored so that #AIdatacenters receive reliable power. The company recently made waves by acquiring #PrevalonEnergy for $365 million and raising its revenue guidance.These three stocks averaged a 96% gain over the past year, proving that big #institutionalmoneyflows are heavily backing the power and infrastructure sectors.👍Don't forget to LIKE and SUBSCRIBE to our channel for more unique market insights and institutional money flow data!🔔📺 Watch our previous video: Want to learn about another cutting-edge sector? Check out our deep dive into #quantumphotonics.📺WATCH➡️https://youtu.be/roc-n8-JDas📅Up next: Tune in next Thursday at 9:00 a.m. Eastern as we explore a brand-new subcategory of #photonics and profile names we've never covered before.#AIPower, #GridInfrastructure, #AIStocks, #DataCenters, #EnergyStocks, #StockMarket, #InstitutionalInvesting #moneyflows This content is for informational and educational use only. Nothing herein is personalized financial advice.
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Jensen Huang: "The demand for accelerated computing is incredible..."
Host: "How do you see AI changing the semiconductor landscape?"
Jensen: "Every data center is going to be accelerated..."

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