Microsoft (MSFT 0.45%) may be the most grounded way to play the AI energy bottleneck, while Oklo (OKLO +1.69%) and Navitas (NBIS 0.44%) offer bigger upside if execution and infrastructure finally line up. That tension is what makes this setup so compelling right now.
Stock prices used were the market prices of March 18, 2026. The video was published on March 23, 2026.
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