William David(@WDChokepoint):Quanta’s new guidance floor is above their old ceiling. Not a beat, a full range shift. Backlog: $53.4B, up 49% year over year. This is the company that builds the wires and substations. The constraint was never just chips. https://t.co/5eMR4M3sal $PWR #GRID #infrastructure

William David

@WDChokepoint

Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream

加入 May 2026

211 正在关注 275 粉丝

William David@WDChokepoint

2026.07.30 12:50

Quanta’s new guidance floor is above their old ceiling. Not a beat, a full range shift. Backlog: $53.4B, up 49% year over year. This is the company that builds the wires and substations. The constraint was never just chips. $PWR #GRID# #infrastructure#

显示更多