100GW directly aiming for top three in the world

Following Z's logic, the gold diggers might die, but the shovel sellers always make money.

If Tesla really goes for 100GW, these shovel sellers🪏 are worth watching.

Grid Infrastructure

• PWR (Quanta Services): The largest grid engineering contractor in North America. Whether building warehouses or data centers, substations and high-voltage lines are needed, and PWR is an unavoidable construction partner.

• ETN (Eaton) / HUBB (Hubbell): Electrical equipment (transformers, switchgear). Transformers are now harder to buy than graphics cards, with extremely long lead times.

Related ETFs

• GRID (First Trust Smart Grid ETF): Recommended. This is full of grid equipment, smart grid, and power infrastructure companies (including ETN, PWR, ABB, etc.). This logic is even stronger, benefiting from both AI power demand and major factory expansion.

• XLI (Industrial Select Sector SPDR): Traditional industrial ETF, includes GE, ETN, PWR, etc., less volatile than GRID, a stable choice.

🐱🐱

$Tesla(TSLA.US)$Peter Warren Automotive Holdings Ltd(PWR.AU)$Eaton Corp.(ETN.US)$Fisr Trust Nasdaq Clean Edge Smart Grid Infra(GRID.US)$Spdr Select Indu(XLI.US)