$BATTERY - Batteries and storage have natural economic advantages for affordable solar production even without subsidies, with real capital being deployed in this sector while nuclear remains speculative
$TRANSF - Severe equipment shortages with lead times extending from 12-18 months pre-COVID to 3-4 years now for bespoke transformer equipment, creating significant supply-demand imbalances
$GEV - GE Vernova is expanding manufacturing capacity with new base additions to meet growing demand for gas turbines
Bearish:
$DATACTR - Projected data center growth is physically impossible due to infrastructure constraints - adding California to Texas electricity demand in 5 years cannot happen given 3-4 year transformer lead times and grid limitations