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GRI

GRID

1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by The Ascent 2mo ago
GRIGRIDLONG2mo ago
“the underrated trade is the grid itself: transformers, switchgear, transmission. Everyone talks about generation. The bottleneck is delivery.”
The Ascent · happyprofit

The grid itself, transformers, switchgear, transmission, is the underrated bottleneck trade as delivery, not generation, constrains the buildout

GRIGRIDLONG@ $189.49
$176.58-6.82%
since call May 30
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