Phil Rosen(@philrosenn):One of the best companies for the AI trade doesn't make chips, software or robots. It builds power lines. Quanta Services $PWR is addressing the historic electricity demand behind the AI boom. Training and running AI models takes an absurd amount of power. Data centers are on track to consume more electricity than the US grid was designed to handle. America is in desparate need of an updated electrical system if it pushes forward with an AI economy. That's exactly what Quanta can do. It's become one of the most important builders behind the physical infrastructure powering AI, and it's a direct beneficiary of hyperscalers pouring money into their ambitions. That's why $PWR is up 75% since we published it in Best Ideas Club just a few months ago. One of the best compounders in the AI revolution turned out to be a utility maintenance company founded 30 years ago. We send new under-the-radar stocks to Best Ideas Club members every week. Join us:

2026.05.13 01:13

One of the best companies for the AI trade doesn't make chips, software or robots. It builds power lines. Quanta Services $PWR is addressing the historic electricity demand behind the AI boom. Training and running AI models takes an absurd amount of power. Data centers are on track to consume more electricity than the US grid was designed to handle. America is in desparate need of an updated electrical system if it pushes forward with an AI economy. That's exactly what Quanta can do. It's become one of the most important builders behind the physical infrastructure powering AI, and it's a direct beneficiary of hyperscalers pouring money into their ambitions. That's why $PWR is up 75% since we published it in Best Ideas Club just a few months ago. One of the best compounders in the AI revolution turned out to be a utility maintenance company founded 30 years ago. We send new under-the-radar stocks to Best Ideas Club members every week. Join us: