BATTERY STORAGE — High Conviction
The backbone of 24/7 clean energy. Explosive growth + massive pipeline into 2030.
→ Solar pairing + grid stability + data center demand
Plays:
GRID INFRASTRUCTURE — The Real Winner - No matter who wins, the grid must scale. Massive capex cycle just starting.
→ AI load + EVs + electrification = multi-year demand
Plays:
THE MACRO FRAME
This is no longer just a climate transition.
It’s a national security + AI infrastructure race.
Capital flow trend:
Semis → Memory → Photonics → Power & Energy → Robotics
We are entering the Power wave
Position accordingly.
The grid wins regardless.
Not financial advice.
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