Mar. 8 at 5:26 PM
An under appreciated angle to this Iran caused oil price spike could be further pushes towards electrification.
We have the technology, we just don’t have the grid or generation capabilities yet.
The AI buildout has slowly put a spotlight on this trend but hopefully this conflict further accelerates the investments into the grid and power generation as it is for the benefit of all.
Granted, you can’t just replace oil, especially in the industrial and manufacturing sense, but we definitely can help reduce our reliance on oil and gas in transportation, heating, and more.
We’ve positioned accordingly into a company that could realize 100%+ upside from the upgrade of our grid (full thesis: https://kryptonresearch.substack.com/p/ai-powers-ahead).
We also see upside in even the biggest names like
$CEG and
$VST from here and smaller caps
$POWL and
$BE
Dare I say
$TSLA as well?
Wonder if we see some outperformance on these names from here
