Calls
3
Julien Dumoulin-Smith
Power and Utilities Analyst, Jefferies
Win Rate
-
return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 16
$61.56
-
Williams is a newcomer to the power conversation: a gas company that was once a hybrid power developer, and analysts in coming weeks should show how far it has come; it benefits from gas and power infrastructure demand.
Oil & Gas
Long
Jan 16
$681.85
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GE Vernova should benefit as power capacity is procured and built out; it performed well last year and is about to receive orders in the coming year, with the auction reinforcing the equipment cycle.
Grid Equipment
Long
Jan 16
$149.74
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NRG is positioned as a beneficiary of the tight power market because it has a major partnership with GE Vernova and is levered to the buildout and new supply rather than being an incumbent hurt by the auction.
Power Producers
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Julien Dumoulin-Smith has 3 trade ideas tracked on Buzzberg across 6 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
