Based on the recent trend of $MU and $SNDK , the imagination space for $GEV may not be fully unlocked yet, and there is still an opportunity for further revaluation.

The logic is very simple:
AI, chips, and storage have already been driven up, but ultimately, a core issue cannot be avoided — where does the electricity come from?

Without electricity, no matter how powerful the computing power or how strong the storage, it’s all empty talk.

Based on this idea, the next step for capital is likely to continue flowing from chips and storage to the energy sector.
Whether it’s hydropower, nuclear power, or natural gas, they all rely on electrical equipment and turbines behind the scenes.

In the AI era, the final competition is not just about chips, but also about energy infrastructure.
This line of $GEV is worth paying close attention to.