Investing, Stocks, Stocks to Buy

Prediction: One AI Energy Stock Could Crush the Others by 2030

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated March 24, 2026

Disclaimer

This content is not intended to provide financial advice; rather, it’s for information and entertainment purposes only.

Always consult a licensed advisor for investment decisions.

Some of the links in this article may be affiliate links. If you click on a link, the affiliate may provide compensation to this site at no cost to you, regardless if you decide to purchase something. You can read our affiliate disclosure in our privacy policy.

Finally, this article has been written, reviewed, and fact-checked. Portions of this article have been written using assistive AI tools to help with tasks like research, spell-checking, grammar, and translation. Please have a look at our editorial guidelines for more information about how we create content.

Microsoft (NASDAQ:MSFT) may be the clearest winner in the AI energy bottleneck, but Oklo and Navitas could still surprise if power supply finally starts catching up with demand. This is where upside, execution risk, and valuation collide.

Stock prices used were the market prices of March. 18, 2026. The video was published on March 23, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

Share this post:

X (Twitter) Facebook Pinterest LinkedIn Email

Previous

Nebius Stock Just Got a Huge Boost From Meta

Next

Why Microsoft’s AI Spending Scare Could Be a Massive Buying Signal