The Next AI Winner Isn't Big Tech, It's Energy

Core Viewpoint - The article discusses the volatility of the energy sector, highlighting its potential for both investment opportunities and risks [1]. Group 1: Analyst Background - Leo Nelissen is an analyst focused on economic developments related to supply chains, infrastructure, and commodities, providing insights and actionable investment ideas with an emphasis on dividend growth opportunities [2]. Group 2: Investment Position - The analyst has a beneficial long position in shares of TPL, LB, and AR, indicating a personal investment interest in these companies [3].