Mar. 23 at 10:01 AM
URBAN IS FULL. RURAL IS EMPTY.
$CHPT $BLNK ARE THE FILL.
👉Click to view @NasdaqKnight for timely updates amid the volatility.
You want an EV? Cool. You live in rural America? Good luck charging.
The infrastructure gap is REAL:
Urban: chargers everywhere, competition fierce
Rural: charging desert — range anxiety on steroids
But here's what just changed:
Biden's NEVI money is FINALLY hitting the sticks:
North Carolina pivoted: all in rural areas
Texas locked in
$323.5M — rural highways are NEXT
Why
$CHPT:
Q2 earnings showed the pivot:
📈 Subscriptions now 40% of revenue — sticky income
📈 Gross margin 33% — up 800 bps YoY
Express DC tech = 30% lower install cost — perfect for rural margins
Why
$BLNK:
Just landed Belgium's Korian deal — 200+ chargers across 90 locations
Same model works in US rural: fully financed, no upfront cost for partners
