Bristol-Myers Squibb Company (BMY) Begins Selling Its Psoriasis Medication Sotyktu Directly to Cash-Paying U.S. Customers

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI, but there is a critical question regarding the energy supply needed to support this technology [2] - AI data centers consume as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for the anticipated surge in energy demand from AI [3][6] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the increasing need for electricity in the digital age [3][6] - It has a unique footprint in nuclear energy and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7] Group 3: Financial Position - The company is completely debt-free and has a cash reserve equal to nearly one-third of its market capitalization, providing a strong financial foundation [8] - It also holds a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth engines without high premiums [9] Group 4: Market Sentiment - The company is gaining attention from Wall Street as it is seen as undervalued, trading at less than 7 times earnings excluding cash and investments [10] - There is a growing interest among hedge fund managers, who are discreetly promoting this stock at exclusive investment summits [9][10] Group 5: Future Outlook - The future of AI is closely tied to energy infrastructure, and the company is well-positioned to capitalize on the upcoming AI energy boom [6][14] - The ongoing onshoring trend and the surge in U.S. LNG exports under the current administration further enhance the company's strategic importance in the energy sector [14]