AI Data-Center Power Generation & Cooling Hardware

Data-center electricity load is the bottleneck for AI buildouts, and the tape is still paying for power exposure. These names sell the generation, cooling and heavy equipment that get power to the racks. Most are well off their highs after the chip drawdown, so the theme is no longer priced for perfection. Catalysts: - 2026-10-27 Nuclear names stay in focus as AI baseload demand stays a trader theme (https://www.marketbeat.com/instant-alerts/list-nuclear-stocks-to-watch-now-october-27th-2026-10-27/) Launch basket (equal weight): GEV, BE, VRT, VST, CAT, IREN Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.