Calls
1
Drew Marsh
CEO, Entergy
Win Rate
0.0%
return
-3.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 10
$109.66
-3.9%
Entergy's $67 billion capital plan has doubled in two years, mostly for data center infrastructure. The company's 'Fair Share Plus' pledge ensures data center customers pay all incremental infrastructure costs over the contract life and also cover some fixed costs like overhead and storm costs. This de-risks the massive investment and supports steady, predictable returns that are higher than in the past.
Electric Utilities
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Drew Marsh has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: ETR.
