Schwab NetworkPublished 2026-09-29
“What ORCL Project Jupiter Says About AI Bottlenecks, Small Cap Beneficiaries”
$NFGBullish
NFG is a potential beneficiary; trades at 10x earnings with growth expected to match the 3% return.
One company that I think might benefit is a utility company, but it is actually a natural gas exploration and production company called (NFG). National Fuel Gas has a 3% return, its shares are trading at 10 times earnings, and its earnings are likely to grow at the same rate.