EQT
EQT CORP
stock NYSE

EQT

While I appreciate OP’s argument and conviction, they are still advocating for a single stock bet (which is no different than someone taking the counterpoint and championing an AI company (my choice would be google) single stock bet.
NOBODY knows how AI will ultimately unfold and what that will mean for society, the economy and the market.
Now I’m not about to just sing the often repeated Reddit chorus of “\*EQT and chill”; what I am going to say is that OP’s argument would be strengthened if they disclosed (1) what % of the port was in CSU; and (2) do they hold a broad index etf like VEQT, a sp500 etf like VFV and/or a tech focused ETF like TEC.to or QQC.to ?
For (1) I really hope they hold more in their portfolio than just CSU. Concentration risk is real and highly risky.
For (2) - look I’m not against positions in single stocks but it’s far better risk management to have broad exposure to the market (with the ETF examples I mentioned above).
Since a single stock investment is disproportionately predicated on a bet on what the future holds. And I much prefer to mitigate my opportunity cost of the future by ensuring I don’t miss out by having broad exposure to the future via index ETFs.