(Tellurian) — speculative LNG infra
→ Data centers are signing direct gas PPAs right now
Layer 5 — Power Equipment / Transformers
→ Bottleneck hiding in plain sight — 2–3 year transformer lead times
→
→ 2028–2035 production window — position early, wait long
Solar + Storage absorbs daytime peaks → Gas fills baseload gaps → Grid modernization moves electrons efficiently → Nuclear takes over as 24/7 firm power
This is your “AI Power Capital Cycle” — each layer hands off to the next. Great multi-year content series.
Not financial advice.
