Apr. 22 at 11:26 PM
The President invoked the "Defense Production Act" 2 days ago.
To expand on domestic infra.
Implicit beneficiaries were:
Transformers
$HPS.A - My favorite for transformers
$SPXC - power transformers
Electrical Core Steel
$CLF - Only producer of electrical steel in America?
The "choke point" of America’s grid just went strategic. Invoking the DPA to boost domestic transformers and electrical steel proves that energy security is now national security.
$CLF stands out as a unique monopoly play in domestic electrical steel. This isn't just about infra—it’s about clearing the final bottleneck for AI power demand.
Who wins the DPA cycle? The transformer giants (
$HPS.A /
$SPXC) or the rare resource play in
$CLF? Let’s hear your strategy!
