Fuel Supply & Power Generation

Electricity demand requires both dependable fuel supply and equipment that converts fuel into power, creating opportunities beyond a nuclear-only basket. The portfolio connects energy producers with power-equipment manufacturers and electricity generators. Upcoming earnings can test whether demand is translating into orders and cash flow, while commodity exposure and capital-spending sensitivity remain key risks. Launch basket (equal weight): GEV, BE, VST, XOM, CVX, CEG, LNG, EQT 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.