Is CPX poised for more growth or is it part of the AI bubble?

Duberstein · 2025-10-03T11:24:00-0400

I read an article this week in the G&M from Scott Barlow that discussed how power grids and associated equipment manufacturers are well-positioned for growth due to AI power needs.

I've also read endless pieces on how the bubble is already deflating, that NVDA is propping up its customers in various ways, etc.

I'm curious where people feel Capital Power (CPX) sits on this spectrum. Is it poised for more growth or is it over-valued and susceptible to a sharp downturn if/when the AI bubble bursts?

Welcome all thoughts on this one.

newfoundlander61 · 2025-10-04T07:51:15-0400

Possible that it may be involved nothing for sure at this point. The stock price has increased due to this AI direction in general. I took a full position in Sep 2020 at $28.90 per share before AI was in the news alot like it is now. My reason for buying was a income producing stock in the utility sector so it worked out well just hanging on to it.

Gator13 · 2025-10-04T10:39:37-0400

I bought 2,595shares of CPX between March and May, 2020 with an ACB of $28.87. No plans to sell at this time either. Still pays a nice ~ 4% dividend.

Is CPX poised for more growth or is it part of the AI bubble?

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