AI is driving a power-cycle inflection. Here are two oversold ways to
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[Morning Watchlist]

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OVERSOLD ENERGY STOCKS FOR THE 2026 AI ENERGY BOOM

Artificial intelligence hasn’t just fueled upside in mega-cap tech.

It’s also driving a structural change in U.S. electricity
demand—something the market spent years ignoring because power
growth was basically flat. Now, that’s changing fast as hyperscalers
and enterprise customers build (and refill) data centers to support AI
training, inference, and the software layer that sits on top of it.

Reuters has highlighted just how quickly utilities are being forced to
re-think demand: across recent company updates, NINE OF THE 10 LARGEST
U.S. ELECTRIC UTILITIES IDENTIFIED DATA CENTERS AS A MAJOR SOURCE OF
CUSTOMER GROWTH, prompting many to revise capital spending plans and
demand forecasts higher.

Goldman Sachs is also explicit on the magnitude of the buildout,
estimating ABOUT 47 GIGAWATTS (GW) OF INCREMENTAL GENERATION CAPACITY
will be required to support U.S. data-center power demand growth
through 2030.

Wells Fargo’s view aligns with the “power demand regime change”
thesis: after a long stretch of minimal growth, the firm expects U.S.
power demand to step up meaningfully through 2030, with data centers a
major driver of that incremental growth.

And independent research underscores the direction of travel: U.S.
data centers consumed an estimated 183 TERAWATT-HOURS (TWH) IN 2024
(ABOUT 4% OF U.S. ELECTRICITY), with projections pointing to
substantial growth by 2030.

In other words: even if the AI narrative rotates from chips to
software, the ELECTRICITY REQUIREMENT DOESN’T GO AWAY. It migrates
into the real economy—generation, transmission, distribution, and
energy infrastructure.

That’s why pullbacks in select, established energy names can matter.
When you can buy durable infrastructure platforms on temporary
weakness, you’re often getting paid to wait—via dividends—while
the demand cycle develops.

Below are two energy stocks to consider as the AI-driven power
buildout accelerates through 2026.

-------------------------

_Vanguard Mining Corp._

THIS SMALL-CAP MINING COMPANY IS FOCUSED ON THE ULTIMATE SAFE HAVEN OF
METALS (OTC: UUUFF) [[link removed]]

Vanguard Mining Corp. offers a rare opportunity to ride the dual
momentum of GOLD AT HISTORIC HIGHS AND URANIUM’S ENERGY
RESURGENCE—all through one agile and strategically positioned
small-cap stock.

With GOLD PRICES NEAR RECORD LEVELS AND NUCLEAR ENERGY REGAINING
PROMINENCE in the global shift to cleaner, more secure power, Vanguard
is well positioned to benefit from both trends. These are not just
defensive assets—they are an offensive strategy for investors aiming
to stay ahead of the curve.

WHY VANGUARD, WHY NOW? [[link removed]]

-------------------------

COMPANY: PG&E CORPORATION (SYM: PCG)
CALIFORNIA GRID LEVERAGE WITH A RETURN TO NORMALIZED OPERATIONS

PG&E is the parent of Pacific Gas and Electric Company, providing
natural gas and electric service to APPROXIMATELY 16 MILLION PEOPLE
ACROSS A 70,000-SQUARE-MILE SERVICE AREA IN NORTHERN AND CENTRAL
CALIFORNIA.

That footprint matters. California sits at the intersection of
electrification policy (EVs, building electrification), population
density, and growing demand for data infrastructure. In practical
terms, even modest incremental load growth can translate into
meaningful long-duration investment needs across the
grid—substations, distribution hardening, modernization, and
resiliency.

WHY IT CAN BE A 2026 OPPORTUNITY (DESPITE THE BAGGAGE):

*
THE DEMAND TAILWIND IS REAL. AI doesn’t care about state lines.
Workloads will route to available capacity, and California remains a
major hub for technology and cloud adjacency.

*
UTILITIES CAN BE “CAPEX COMPOUNDING MACHINES.” When regulators
allow cost recovery and a reasonable return on rate base, grid
investment can translate into steady earnings power over time.

*
INCOME ADDS PATIENCE TO THE TRADE. PG&E’s dividend is modest, but it
is real: the company declared a $0.05 QUARTERLY DIVIDEND PAYABLE
JANUARY 15, 2026 (as part of its regular dividend schedule). The
forward yield has been cited around the low-1% range depending on
price.

WHY THE MARKET DISCOUNTS IT (AND WHAT TO WATCH):
PG&E is not a “set it and forget it” utility. California wildfire
mitigation, regulatory oversight, and rate dynamics are perpetual
swing factors. Historically, regulators have weighed customer bill
impact against necessary wildfire and reliability
investments—creating headline risk around allowed revenue and
infrastructure spend.

From a positioning standpoint, that’s exactly why PCG can trade as
“oversold” or “too hated” during risk-off periods. If you see
improving clarity on capex recovery, customer affordability measures,
and operational execution, the stock can re-rate.

PRACTICAL APPROACH: consider scaling in on weakness rather than trying
to nail a bottom. Utilities can stay cheap longer than expected when
politics and rates dominate the tape.

Current price reference: PCG recently traded around $15.14.

-------------------------

_Wealthiest Investor News_

VENEZUELA’S IMPACT ON THE OIL MARKET
[[link removed]]

Musk once hinted Tesla could move into mining.

Oil markets are adjusting — not because of speculation, but because
supply flexibility is shrinking.

Venezuela’s disruption is removing key barrels from the system at a
time when spare capacity is already limited. Markets are beginning to
reflect that shift through price
behavior, volatility, and sector rotation.

We’ve put together a concise trading briefing that breaks it down:

TRADING THE OIL SUPPLY SHOCK: TOP 3 ENERGY STOCKS EMERGING FROM
VENEZUELA’S DISRUPTION
[[link removed]]

In this report, you’ll see:
• How supply pressure is showing up before headlines catch up
• Three energy stocks traders are watching closely
• What signals to monitor as the setup evolves

CLICK HERE TO REQUEST THE FREE REPORT
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details._

-------------------------

COMPANY: SEMPRA (SYM: SRE)
SCALE, DIVIDENDS, AND DIRECT EXPOSURE TO POWER + INFRASTRUCTURE
BUILDOUT

Sempra is a major North American energy infrastructure platform. The
company states that it delivers energy to NEARLY 40 MILLION CONSUMERS
and operates one of the largest energy networks on the continent, with
operations spanning CALIFORNIA, TEXAS, AND BEYOND.

That geographic footprint is important for the AI power cycle. Texas
continues to attract data-center investment due to relative permitting
speed, land availability, and industrial buildout momentum.
California, while more complicated, remains a foundational demand
market. A diversified operator with exposure to both markets can be
positioned for the “build everywhere” nature of AI infrastructure.

INCOME WHILE YOU WAIT
Sempra also fits the “paid-to-wait” profile. The company’s
dividend has been cited around ~3% depending on share price, with a
recent quarterly dividend payment of $0.645 PER SHARE PAID JANUARY 15,
2026.

WHY IT CAN BE CONSIDERED OVERSOLD
Sempra has experienced periods where the stock was hit hard on
guidance resets and regulatory/cost narratives—creating sharp
dislocations relative to the long-cycle demand opportunity. For
example, Barron’s and Investopedia both documented a major selloff
tied to earnings and lowered outlook, with the company pointing to
regulatory issues and cost pressures.

Those are the moments long-term investors watch closely. The AI-driven
power cycle is not a one-quarter event. If the market over-penalizes
temporary issues while the long-duration demand curve steepens, that
can create an attractive entry window.

HOW THE AI POWER THESIS CONNECTS

*
Goldman’s estimate of ~47 GW of incremental generation needed
through 2030 frames the scale of the buildout.

*
Separately, Goldman research has discussed data centers taking a much
larger share of U.S. power demand by 2030 in base-case modeling.

*
The IEA also expects global data-center electricity demand to rise
sharply by 2030, with AI a central driver.

Sempra’s value proposition is not “AI hype.” It’s the boring,
necessary infrastructure layer underneath it.

Current price reference: SRE recently traded around $86.92.

-------------------------

_The Opportunistic Trader_

AMAZON’S BIG BITCOIN EMBARRASSMENT
[[link removed]]

Bitcoin’s total market cap recently surged past Amazon’s.

That means Bitcoin is officially bigger than the retail giant that
made Bezos the world’s richest man…

Yet almost everyone celebrating Bitcoin’s win today is making the
same amateur mistake.

They're simply buying Bitcoin directly, completely unaware there's a
smarter, potentially far more profitable move to make right now.

Larry Benedict’s “BITCOIN SKIMMING” METHOD
[[link removed]]
can deliver profits 6x, 9x, and even 22x higher than simply holding
Bitcoin.

If you’re serious about making money from Bitcoin’s next move, you
need to see this now.

CLICK HERE FOR FULL DETAILS ON “BITCOIN SKIMMING”
[[link removed]],
and how to tap into massive crypto gains most people will miss.

-------------------------

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