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Transmission is where the physical reality of the power buildout becomes unavoidable. Preformed Line Products ($PLPC) and MYR Group ($MYRG) are the kind of names that can remain overlooked while the larger grid story gets crowded. Their work is less visible than a utility announcement, but conductors, fittings, poles, substations, and construction crews are what […]

AI’s real bottleneck is not only chips. It is power and the grid. If policymakers are tying grid infrastructure to national defense, that is a signal: policy, capital, and contracts are moving toward the physical system behind the next technology cycle. The money flows first to the scarce layers: Transformers and high-voltage equipment. Transmission buildout

The White House just announced that grid infrastructure is essential to national defense. This includes transformers, transmission lines and conductors, substations, and high-voltage circuit breakers. Companies working to electrify America will have a big tailwind. what are some stocks?

The AI buildout does not begin with the utility bill. It begins with the equipment that makes more power usable. Transformers, switchgear, high-voltage equipment, transmission, and grid controls are the first bottlenecks. Demand can be forecast years out, but a project cannot energize capacity until the physical network is ready. That is why the first

Capital does not hit every part of the AI economy at once. It usually lands first where the bottlenecks are hardest. Transformers, high-voltage equipment, transmission, grid automation, copper, and conductors sit upstream of the visible winners. A utility can announce new capacity, but the project still needs components with long lead times and suppliers capable

Is Worst of decline over?! if $VIX cooperates. Also, when more bad news doesnt bring market down. All good signs. The CBOE Volatility Index (VIX), a measure of Fear, has been trending higher in 2026. Last week VIX fell from 31.05 to close at 23.87. A continued contraction in volatility would imply the worst of

I’ve been speaking about shift from BITCOIN mining to AI – many companies have been doing this. @TheROShowPod 3. Focused Shift to AI -> Pivot at the Right Time Having hit its 50 EH/s mining capacity, IREN has paused additional Bitcoin hardware deployment. It’s now redirecting all resources – cash flow, infrastructure, and capex –

Want tier 1 dividends (high yield, minimal NAV decay, solid historical record)? Heres a good list: $SPYI NEOS S&P 500 High Income ETF Yield: ~1012% NAV behavior: VERY stable Why it works: Tax-efficient options strategy Doesnt destroy upside like traditional covered calls Arguably the best income ETF on the market right now

And best way to play the “monsoon” thesis is via ETFs. $VNM$VNAM$INDA$INDY$EIDO$IDX$EPHE$EPI$ASEA Any other ideas? It’s early.VERY early.But the months ahead could set the stage for the early beginnings of the Monsoon thesis/framework. Time to start thinking about it.IYKYK@RaoulGMI

The best way to play the monsoon thesis may be through ETFs rather than a single stock. Possible exposure includes VNM, VNAM, INDA, INDY, EIDO, IDX, EPHE, EPI, and ASEA. Its early, VERY earlybut the months ahead could set the stage for the beginnings of a broader Monsoon thesis and framework. It is time to