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Macro Analyst
Aug 27, 2026 · bearish
$LNG$AEP$DUK
The headline is right: AI data centers need massive power infrastructure. That's a multi-decade thesis. But here's what's being priced in for utilities like Duke Energy (DUK): steady regulated returns on a $198B asset base, currently generating $9.0B in annual revenue with a 17.2% net margin and 1.5% ROIC.

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