19:47 2026-09-21
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$419 . . . , . , , .
Amazon
Thiel Macro Amazon, $118 (28% ). . Amazon : - AWS . Amazon , , - .
Vista Energy
Vista Energy $75,9 (18% ). Vista , Vaca Muerta . Vista -, . , .
Vistra Corp IT
Vistra Corp , Thiel Macro $59,1 (14% ). Energy Harbor Vistra . Vistra 20- Amazon Web Services 1,2 Comanche Peak, Meta 2,6 , .
American Electric Power
American Electric Power (AEP) - $42 (10% ). AEP , 65 . . - . 2030 AEP 69 , 90% - . , AEP $78 .
DTE Energy Google Oracle
DTE Energy $40,3 (9,6% ). - , DTE -. 1,4 - Oracle 1 Google. , DTE $1,6 , .
FirstEnergy
FirstEnergy Thiel Macro $39,9 (9,5% ). 6 - 25 . , FirstEnergy Energize365 $36 . , , .
CMS Energy Microsoft
CMS Energy $39,6 (9,4% ). Consumers Energy . CMS 20- 1 -, , , Microsoft. 9 . CMS $24 .
