Energy Supply & Power Generation Equipment

Own the businesses supplying fuels, producing electricity, and building power-generation equipment rather than betting on a single energy technology. Oil majors have shown relative strength while generation-equipment shares have pulled back, creating a timely opportunity to combine established fuel cash flows with exposure to expanding electricity demand. Commodity prices, project execution, and capital intensity remain the principal risks. Launch basket (equal weight): GEV, VST, BE, XOM, CVX, VLO, CEG 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.