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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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7 views
I upgrade PEG to a strong buy due to explosive data center demand and a de-risked LIPA renewal, ensuring multi-year earnings growth. PEG's 6,400 MW pipeline, rapid execution, and strong operating leverage provide high visibility and upside to EPS growth and stock sentiment. Risk management is robust: localized supply chains and secured labor agreements reduce cost uncertainty, further strengthening my conviction in PEG.
