Oct. 1 at 6:25 PM
$MTZ It was after reading this article (extract here) in the Trader Times (08/22/2025) that I bought a holding here; the sp is up 17.5% since...
"MasTec is an indirect beneficiary of the AI era. On the one hand, this requires a massive expansion of data centers, while on the other hand, robust power and communication networks are also needed.
"Strong demand from key industries...
As an infrastructure construction company focused on energy, telecommunications, pipelines, power supply, renewable energies, and communication infrastructure (broadband expansion, data centers, 5G), MasTec is experiencing high demand. Key players include telecommunications giants (AT&T, Verizon, T-Mobile) and leading developers in the fields of renewables and infrastructure, hyperscalers, and utility companies."
