Goldman Sachs added Microsoft to its Conviction Buy list. BofA went bullish on cloud and now says $MSFT and $GOOG have improving AI margins What happens now that datacenters are back? The Independent Power Producers that have the energy to supply the datacenters should follow in due time. When value is compelling, I like to simply pre-position and wait. The market moves are so sharp you need to anticipate rather than react. I own $VST and $TLN I expect we’ll find a Goldman Buy rating after it goes up as per usual. Notice how $FSLR went up 10% today. They cater to hyperscalars hungry for energy. We are entering a seasonally week period for equities, and give back this week should be expected. Defensive categories such as utilities generally do better here, especially
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