Early Signal | AI Portfolio
Universe Layer 9: Secondary / Tertiary Beneficiaries NRG
NRG
NRG Energy
Layer 9: Secondary / Tertiary Beneficiaries Power Utilities Options
Bearish −1Neutral 0+1 Bullish
+0.508 ▲ Bullish high conviction
$18.0B
Market Cap
10%
AI Revenue
$100.0M
Avg Daily Vol
0
Sec. Layers

Signal Breakdown ?

2026-02-25T02:39 · daily run
Daily
+0.278
Momentum, sentiment, earnings surprises, options flow
Weekly
+0.141
Sector rotation, supply chain stress, analyst revisions
Quarterly
+0.783
Earnings trends, valuation regime, macro positioning
Composite
+0.508
Decay-weighted aggregate · range −1 to +1

Latest Recommendation

This Week 2026-02-25T02:39
BUY high conviction Target 2.5%
High bullish on NRG Energy (Secondary / Tertiary Beneficiaries, 10% AI revenue). Signal: +0.51.
Key Risk
⚠ AI theme derating
Layer: Secondary / Tertiary Beneficiaries Sleeve: core

Supply Chain Position ?

⬆ Upstream Suppliers (0)

No upstream suppliers tracked.

NRG Layer 9 +0.508
⬇ Downstream Customers (0)

No downstream customers tracked.

Portfolio Position

📊 Not in portfolio Run a Weekly analysis to see portfolio weights.

Bottleneck Exposure ?

✓ Benefits from Data Center Power Capacity MODERATE
View all bottlenecks →

Fundamentals & Characteristics

Market Cap
$18,000M (18.0B)
Avg Daily Volume
$100.0M
AI Revenue %
10%
Liquid Options
Yes
Layer
9 — Secondary / Tertiary Beneficiaries
Sub-Sector
Power Utilities
Mega Cap
No

Signal History

Date Run Composite Direction Conviction Daily Weekly Quarterly
2026-02-25T02:39 daily 0.508 long high 0.278 0.141 0.783
2026-02-25T00:24 daily 0.537 long high 0.573 0.141 0.783
2026-02-24T23:47 quarterly 0.506 long high 0.260 0.141 0.783
2026-02-24T23:45 weekly 0.075 neutral none 0.261 0.141 0.000
2026-02-24T23:44 daily 0.028 neutral none 0.285 0.000 0.000