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Drill, baby! Drill!

Gemma Power Systems, a subsidiary, has once again secured an EPC contract for a 1,350 MW natural gas-fired power plant in Texas.
This increases the backlog in the key segment of gas-fired power generation, and with the future electricity demand from AI data centers, sales and revenue are expected to grow further, raising anticipation for the financial results.
In the future, there may come a time when thermal power shifts to renewable energy, but as long as President Trump continues advocating for 'drill, drill, drill,' AGX is likely to continue its growth. (maybe..💦💦)
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米小型株10-15銘柄で運用中/他で日米欧大型株を保有/PFの大半は三菱UFJ/下落上等、保有株は大切に育てるタイプです。
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