BUY Conviction3/5 Analysis quality68/100 now
Hoium suggests Exelon as an investment to benefit from the AI-driven increase in electricity demand. He notes its focus on transmission and distribution utilities in densely populated East Coast areas, particularly around Philadelphia. The thesis is that more electricity flowing through the system will directly increase revenue for companies managing its transmission and distribution.
“Exelon, a 4.1% dividend yield and just a $37 billion market cap so a little bit smaller company they're going to have a few different assets uh they do have transmission and distribution only utilities and their operating areas are on the east coast in kind of this highly densely dense in this densely populated area around Philadelphia.”