Mar. 20 at 7:16 PM
Cuba's power grid is collapsing — and a rebuild could be a major catalyst for grid infrastructure plays 👀
$ETN at
$360.23 is the cleanest setup here — RSI 49, holding above both SMA 50 (
$356.88) and SMA 200 (
$355.68), up 13.10% YTD.
$AES at
$14.15 is beaten down hard (-13% last month), RSI 37.56, trading below SMA 20 and 50 — but P/E of 10.75 screams value if Cuba exposure materializes.
$BLK at
$969.60 could be the financing angle on any reconstruction deal.
$SBGSY $SMEGF (Schneider/Siemens) round out the watchlist for direct grid modernization exposure.
Watch
$ETN for hold above
$356 support.
$AES is high-risk/high-reward speculation here.
#GridInfrastructure #EnergyStocks #Trading
