Daniel Romero

Daniel Romero

The Safest Bet in the AI Buildout

Why power offers the safest way to invest in AI infrastructure

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Daniel Romero
Aug 28, 2026
∙ Paid

In today’s article, I’ll present what I believe is the safest type of investment you can make if you want AI exposure: energy.

Interestingly, it’s also one of the investments that, despite being extremely strong fundamentally, tends to get punished hard by the market at any opportunity. That creates plenty of opportunities to buy.

In fact, right now, I believe there’s a great entry point for some of these companies.

However, not all of them offer the same rock-solid business. Being selective is necessary to separate the wheat from the chaff and get exposure in a risk-aware way that truly makes this one of the safest bets in the AI buildout.


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