受AI数据中心需求和长期科技合同推动,VST具备上行潜力;说话者持有该仓位。
逐段跳播
首先,我大举投资了Vestra公司。这是一家总部位于得克萨斯州的能源公司,为数据中心供电。它已与Meta和Amazon等大公司签订了20年的合同。
First, I invested heavily in the company Vestra . It is a Texas-based energy company that supplies power to data centers. It has signed 20- year contracts with major companies such as Meta and Amazon.
让我们从第一支箭开始,也就是Vestra。Vestra每股的价格是167美元。该股出现过两个高点,其中一个在170美元左右,这就是我在那些价位买入的原因。我认为它太低了。
Let's start with the first arrow, which is Vestra. The price of a Festra share was $167. The stock has seen two peaks, one of them at around $170, and that's why I bought it at those levels. I think it was too low.
但当9月份这里的跳跃挑战开始时,我决定投资VST,正如你们现在所见,我们实现了巨大的飞跃。我不羞于这么说。我坦率地说,亨利叔叔非常厉害。就像一块金锭掉下来。就好像你的手在这里,然后一块金锭掉了下来,你说:“啊,好疼。
但它没了。”VST的情况正是如此。看,VST的价格从大约140涨到了160,我告诉你们,我是参与者。我的社区也参与其中。
But when the jump challenge started here in September , I decided to invest in VST , and as you can see now, we've made a huge leap. I am not ashamed to say that. I'll say it frankly, Uncle Henry was very superior.
It's like a gold ingot falling. It's as if your hand was here, then a gold ingot fell out, and you say, "Ah, that hurts. But it's gone." That's exactly what happened with VST. Look, the price of VST has gone up from about 140 to 160, and I'll tell you something, I'm a participant. My community is involved.
因此,Vistra有能力利用人工智能和数据中心带来的电力需求大幅增长。这就是我喜欢它的地方。该公司已与大型科技公司签订了长期能源协议,使其拥有多年的增长机会。所以,我正在研究未来的需求,而这对VST股票来说已经存在。
Therefore, Vistra is in a position to capitalize on the massive increase in electricity demand resulting from artificial intelligence and data centers. That's what I like about it.
The company has entered into long-term energy agreements with major technology companies, giving it opportunities for growth for years. So, I am studying the future demand, which already exists for VST stock.
我也会给你们看看VST股票,因为我提到我持有它,但我没有给你们展示。所以,让我向你们解释一下。我有两份VST股票的合约。这是我为9月21日开始的Leaps挑战开设的另一个中心。
它目前关闭了,但有等候名单,我很快就会重新开放。我知道你们很多人就此联系过我。但VST是我拥有的另一个中心。我从这个仓位赚了2700美元,也就是50%。看我的记录,我是在9月21日之后开的,10月2日。
也就是说,就在五天前。我在里面放了两份合约,所以我更有信心,因为有些Leaps钱包价值高达1万美元。因此,我不想通过开设大仓位来过度冒险,但我决定在VST股票上开设一个大仓位。
我极度乐观,完全相信它的价值。因此,我没有选择一份合约,而是决定开两份合约。这真是一个很棒的中心,我对此非常高兴,因为到目前为止进展非常顺利。至于离开这个仓位,我会继续持有它。
尽管VST股票短期内大幅上涨,我仍然相信它还有更多增长空间。
I will also show you VST shares because I mentioned that I own them, but I did not show them to you. So, let me explain that to you . I have two contracts for VST shares. This is another center I opened for the Leaps Challenge, which started on September 21.
It is currently closed, but there is a waiting list, and I will reopen it soon . I know you have contacted me a lot about it. But VST is another center I own. I earned $2,700, or 50%, from this position.
Looking at my record, I opened it after September 21, on October 2. That is, just five days ago. I put two contracts in it, so I had more confidence, because some Leaps wallets are worth up to $10,000.
Therefore, I don't want to overdo it by opening large positions, but I decided to open a large position in VST stock. I was extremely optimistic and completely convinced of its value.
Therefore, instead of one contract, I decided to open two contracts. This is a really great center , and I'm very happy about that because it's going so well so far. As for leaving this position, I will continue to hold it.
I still believe there is more room for growth in VST stock despite its significant short-term rise.
这个频道对 $VST 的历次判断
Invest with Henry 在这只股票上只有这一条判断。