Is PG&E Corporation (PCG) Michael Platt’s Top Pick?

While NVIDIA Corporation (NASDAQ:NVDA) remains the billionaire’s largest position, PG&E Corporation (NYSE:PCG) ranks 2^nd on the database of Michael Platt’s apical holdings with a 3.41% portfolio stock ($148.79 million). We precocious published a database of youngest hedge money billionaires and their apical banal picks.

On February 5, 2026, PG&E Corporation (NYSE:PCG) and SPAN announced a strategical concern to deploy SPAN Edge, an at-the-meter solution that reduces the complexity and outgo of residential electrification. With this solution, Customers tin adhd EV chargers, vigor pumps, and different electrical appliances without having to upgrade their panels oregon services, which is simply a important bottleneck arsenic electrification picks up speed. The scope of the opportunity, which allows for real-time load management, is highlighted by PG&E’s estimation that implicit 600,000 homes wrong its work country whitethorn request upgrades implicit the people of the adjacent 10 years.

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With estimated installation costs ranging from $500–$2,000 for customers, PG&E Corporation (NYSE:PCG)’s caller PanelBoost programme volition brace SPAN Edge with next-generation metering infrastructure, providing a grid-edge alternate to accepted upgrades that tin outgo $6,000–$40,000. The inaugural demonstrates PG&E’s accent connected capital-efficient grid modernization, demand-side flexibility, and lawsuit affordability. These are important priorities arsenic California’s load maturation increases owed to the electrification of buildings and transportation.

PG&E Corporation (NYSE:PCG) engages successful the proviso of energy and earthy state services successful Northern and Central California, with a absorption connected grid reliability, cleanable vigor integration, and infrastructure modernization to conscionable semipermanent electrification demands.

Note: NVIDIA Corporation (NASDAQ:NVDA) is BlueCrest Capital’s apical holding, accounting for 4.74% stock of the firm’s full portfolio, equivalent to $206.87 million.

While we admit the imaginable of PCG arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.