AI Power Buildout: Turbines, Fuel Cells & Cooling

Data-center electricity load is the bottleneck for AI, and the tape is paying for power and baseload exposure. These companies sell the on-site generation, grid gear and thermal systems that data centers need. Most are well below their 52-week highs after the chip drawdown, which makes the entry cheaper. Nuclear and baseload names are back on watch lists as of Oct. 27. 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.