Jun. 15 at 10:14 PM
Grid infrastructure continues to be one of the strongest multi-year trades in the market.
Transformer lead times are still stretched at ~2.5 to 3 years as AI data center buildouts, industrial electrification, and grid modernization all compete for the same constrained supply chain. This is not a short cycle setup, it’s structural.
Key names in focus:
$PWR $ETN $HUBB $GEV $POWL
We are seeing sector rotations, but capital continues to flow into power generation, transmission, cooling, and grid capacity expansion. Pullbacks are being treated as accumulation zones into long duration demand.
