FirstEnergy: The Redeemed Backbone of AI Industrialization
Very high probability of a sustainable technical breakout, as the valuation has not yet fully priced in the “data center premium” following the scandal cleanup.
Reading Time: 2 minutes
FirstEnergy (FE) controls as a purely regulated infrastructure monopoly the centerpiece of the PJM power market, the most liquid energy exchange in the USA. In an era of re-industrialization and AI-driven load growth, this interconnected grid area in Ohio and Pennsylvania is no longer a dull asset, but the physical prerequisite for the operation of hyperscalers. The strategic moat is the geography itself: anyone wanting to meet the massive power demands in this industrial region must necessarily go through the lines of FirstEnergy, which elevates...
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