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Thursday, November 5, 2026

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An excerpt from our article about Expand Energy $EXE that we published this morning after Danny Brown took over as the new CEO this week: Natural gas may not be the first thing that comes to mind when you think about the AI boom. But as companies race to build data centers, finding enough electricity to power them is becoming just as important as getting hold of the top GPU chips from NVIDIA $NVDA Expand Energy is a company you might recognize by its old name, Chesapeake Energy. Chesapeake has quite a history. It was one of the biggest names in America’s shale gas boom, built aggressively by its co-founder Aubrey McClendon. But its rapid expansion came with enormous debt, and the company eventually ended up in bankruptcy in 2020. Today, it looks very different. Following its merger with Southwestern Energy, Chesapeake became Expand Energy, creating the largest natural gas producer in the United States. The company is performing well, with our quant model IA Score rating it a 90 (a higher score is better), even though natural gas prices haven’t enjoyed the same strength as oil. That is what caught my attention. Natural gas producers typically do well when gas prices rise and struggle when they fall. Yet Expand appears to be building a business that could benefit from more than just a recovery in commodity prices. And now, with Danny Brown taking over as CEO, the company is entering another interesting chapter. To understand the opportunity and why this company is worth watching, we need to rewind the tape and go back to where it all started: Chesapeake Energy.

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Trading Post November 5, 2026

MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.

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Thursday Tailwinds #13: Nov 5, 2026

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SILC · long

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