invest1 publisher
A 160-week wait for substation transformers now sets the pace of the AI buildout
Power suppliers and equipment makers have lost multiple since June even as earnings and guidance rose. The Seeking Alpha analyst making that case puts the binding constraints in transformer queues and electrician hiring.
Publishers:seekingalpha.com
Reality
- Evidence26
- Adoption
- Insufficient
- Hype gap+18
- Incentives74
- Confidence33