24/7 Wall Street
24 Jun 2026, 17:45 UTC · 1h ago
Fund Manager: Wall Street Is Using the Wrong ‘E' to Judge AI Valuations
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
24 Jun 2026, 17:45 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Sell-side consensus models are systematically underestimating earnings across the AI supply chain by using linear extrapolations for an exponential capex cycle. — If earnings estimates are fundamentally too low, it suggests significant upside potential for valuations across the entire AI sector regardless of current high P/E ratios.
+0.80GE Vernova (GEV) doubled turbine pricing to $2,500/MW with a record $150 billion backlog as hyperscalers seek firm power. — Direct evidence of pricing power and massive demand in the energy infrastructure layer of AI suggests strong fundamental growth for GEV and its peers.
+0.60NVIDIA (NVDA) reported Q1 FY2027 revenue of $81.6 billion (up 85%) with operating income surging 147%, indicating accelerating growth and margin expansion. — Continued acceleration in both top and bottom lines for the primary AI chip provider reinforces the thesis that the infrastructure build-out is not yet peaking.
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The Department of Energy projects data centers could account for up to 12% of total U.S. electrical demand by 2028. — Provides a structural macro catalyst for long-term demand in electrical equipment and power generation sectors.
+0.40Constellation Energy (CEG) expanded supply to 93,330 GWhs via the Calpine acquisition and targets 20%+ base EPS growth through 2029 via long-term PPAs with Big Tech. — Confirms a shift toward long-term, locked-in revenue streams between power producers and AI hyperscalers.
+0.30Which stocks this story touches
Significant acceleration in organic order growth (42%) and increased electrical backlog.
Reported doubled turbine pricing, record $150B backlog, and consistent revenue beats.
Posted 252% organic orders growth and significant EPS estimate beats.
Operating income surged 147% with massive revenue growth and consistent EPS beats.
Expanded supply via acquisition and reaffirmed strong EPS guidance anchored by long-term PPAs.
Mentioned as a strategic partner in long-term power purchase agreements for AI infrastructure.
Mentioned as a strategic partner in long-term power purchase agreements for AI infrastructure.
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