Chocolate Chips over Computer Chips? The value in Independent Power Producers and Consumer Staples. cover art

Chocolate Chips over Computer Chips? The value in Independent Power Producers and Consumer Staples.

Chocolate Chips over Computer Chips? The value in Independent Power Producers and Consumer Staples.

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This week Brian discusses the positive reversal in Vistra Corp (NYSE: VST) and the case for Independent Power Producers. Next, although Consumer Staples like Hershey's (NYSE: HSY) have stock price weakness, the fundamentals are still strong. Finally, why investors should consider Consumer Staples as an offset to AI Infrastructure and Index positions.

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