Jul. 11 at 8:46 PM
History shows midterm years create major opportunities. Since 1986, every cycle produced a buying chance. From those lows,
$SPY averaged +27.8% over the next 12 months. Growth stocks often led the recovery.
Power & Electrification:
$ETN
$PWR
$HUBB
History shows that midterm market troughs offer exceptional structural entries, and tech growth leads the subsequent +27.8% recovery. This cycle, smart money is front-running the curve by shifting from pure digital plays to the massive physical bottleneck: Power & Electrification. ETN locks in an industrial moat, smashing estimates as data center and utility transformer backlogs stretch out for years. PWR acts as the essential grid contractor, expanding margins rapidly by executing large-scale transmission overhauls for AI clusters. Meanwhile, HUBB dominates smart-grid infrastructure, raising outlooks on soaring load growth. How are you playing this electrification super-cycle? Stacking ETN, backing PWR, or holding HUBB?
