Sempra: A Defensive Way To Gain From The AI-Driven Power Demand Surge

Core Insights - The article emphasizes the advantages of Sempra's $10 billion LNG infrastructure deal and its strong focus on utility growth, projecting solid guidance through 2029 [1] Group 1: Company Overview - Sempra is involved in significant LNG infrastructure investments, which are expected to enhance its market position [1] - The company has a robust strategy aimed at utility growth, indicating a long-term vision for stability and expansion [1] Group 2: Analyst Background - The analyst has over a decade of experience in researching various industries, including commodities and technology, which adds credibility to the insights provided [1] - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, showcasing a commitment to thorough research across numerous companies [1]