NiSource: Data Center Upside With Less Political Risk (NYSE:NI)

Shares of NiSource ( NI ) have been a solid performer over the past year, adding about 17%. The company has benefited from optimism around power demand from the AI data center buildout. That said, shares have pulled back about 7% from their highs as risingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article ...