Jed Dorsheimer, William Blair Group head of the energy and sustainability research sector, joins Market Domination to discuss why he has a Buy rating on GE Vernova (GEV) and some of the best AI plays in the market.

"The best way to invest in renewables is to own natural gas. I mean, the variability is creating havoc within the system... prices were up 833% year over year. That's going to push 26% increased prices into consumers in the Dominion region, so Virginia, Baltimore area. And so as the leader of natural gas turbines, which is dispatchable power that avoids some of these issues GE is going to... continue to drive profitability and visibility," Dorsheimer explains.

He sees Tesla (TSLA), with its Tesla Energy unit, and GE Vernova as good AI plays as they meet the energy solution of the equation. "If you don't have energy that increases, then your AI play will not work because large language models require, on average, 200 times more energy per search than traditional search and crypto," he explains.

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This post was written by Melanie Riehl