The White House’s move to designate U.S. grid infrastructure as “essential to national defense” could supercharge demand for companies tied to transformers, transmission lines, and high-voltage equipment, setting up a potential rally across electrification-focused stocks and ETFs, according to Anthony Pompliano.
Electrification Push
In Sunday’s post on X, Pompliano highlighted that transformers, transmission lines and conductors, substations, and high-voltage circuit breakers are the big tailwind for companies driving America’s electrification push.
Last month, Amazon.com Inc (NASDAQ:AMZN) announced that it is developing a new device known internally as “Transformer” that aims to leverage artificial intelligence to streamline user experiences.
Where The Money Goes First
Rosanna Prestia framed the playbook as “Where the Money Goes First,” arguing that “Money doesn’t hit utilities first. She wrote, “The winners are suppliers, not just utilities.”
Prestia put “transformers (massive shortage)” at the top of …
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