Our analysts just identified a stock with the potential to be the next Nvidia. Management attributes the 10% year-over-year core EPS growth to disciplined execution of their lean operating system and consistent customer capital investment. The company is pursuing a 'path to flat' strategy, targeting 0% to 3% annual customer bill growth by leveraging electric load growth to offset infrastructure costs. Strategic positioning is focused on high-quality data center demand, with a pipeline now exceeding 12 gigawatts following the 2026 cluster study. Management emphasizes that safety and financial performance are linked, noting that wildfire mitigation efforts were the primary catalyst for recent credit rating upgrades.