Mark Smith

[Mark Smith @newman7712]

@pulte Because they are crooked

[Mark Smith @newman7712]

@John_F_kJr OK. When will the arrest come? We hear about public officials committing all kinds of crimes, but nobody has ever arrested and sent to prison.

[Mark Smith @newman7712]

@itsmichaelluu @SuperLuckeee Thank you for the research

[Michael | Hypermarkets @itsmichaelluu]

My notes on POWER AND COOLING bottleneck companies:

❄️AI POWER & COOLING PLATFORMS

1. $VRT ~$327 | Avg PT ~$600.

Stock up 291% in a year; 25 analysts see more upside on record $15B backlog and 30% revenue growth.

2. $ETN ~$391 | Avg PT~$450.

Record Q1 2026 revenue of $7.5B; raised full-year guidance on surging data center and electrical infrastructure demand.

3. $SU (Schneider) ~$276 | Avg PT ~$300.

Strong Buy consensus; largest global AI power & cooling player by revenue, not directly accessible to most US retail investors.

🔋 POWER GENERATION — Grid/Utilities

4. $CEG ~$294 | Avg PT ~$366.

Strong Buy; 24% upside seen as nuclear + Calpine acquisition creates America's largest private power producer.

5. $VST ~$156 | Avg PT ~$225.

Strong Buy consensus with 44% implied upside; signed 2.1 GW nuclear deal with Meta, upgraded to investment grade by Fitch.

6. $NEE ~$90 | Avg PT ~$100.

Buy rated; $67B Dominion acquisition pending, which would create the world's largest regulated utility. StockAnalysis

🔋 BACKUP GENERATION

7. $GEV ~$1036 | Avg PT ~$1,300.

Buy consensus with 16% upside; $GS PT $1,328 on record $163B backlog and AI-driven electrification demand.

8. $CAT ~$880 | Avg PT ~$1000.

Record $63B backlog; Power & Energy revenue up 41% in Q1 2026 — AI generator demand is the structural story now.

9. $CMI ~$640 | Avg PT ~$560.

Buy consensus; data center generator exposure growing alongside core industrial recovery cycle.

⚡ DISTRIBUTED POWER

10. $BE ~$282 | Avg PT ~$217

Up 240% in 2026; record $20B backlog, Oracle 2.8 GW fuel cell deal but RBC still sees further upside despite stretched valuation.

11. $ENR (Siemens Energy) ~$134

Buy rated globally. Switchgear and grid equipment leader benefiting from same data center buildout tailwinds as peers.

⚡ELECTRICAL INFRASTRUCTURE & DISTRIBUTION

12. $ETN see above (dominant across switchgear, UPS, and power distribution)

13. $ABB (ABBNY) ~$60

Strong Buy from European desks. Switchgear/grid equipment key beneficiary of global power infrastructure buildout.

🌡️ COOLING INFRASTRUCTURE — Air Cooling

14. $TT (Trane) ~$450 | Avg PT ~$500.

Buy consensus; data center HVAC bookings "off the charts" per CEO; Q1 organic bookings +24% with record backlog.

15. $CARR ~$64 | Avg PT ~$80.

Buy rated, 19% upside seen; data center orders up 500%+ the market just hasn't rewarded it yet.

16. $JCI ~$139 | Avg PT ~$150.

Stock up 44% in a year; Morgan Stanley PT $140 on surging data center cooling backlog and Q2 orders +30% YoY.

❄️ LIQUID COOLING

17. $NVT ~$169 | Avg PT ~$165 (stock above target).

Strong Buy; Q1 revenue +53%, EPS +63%, raised growth guidance to 26-28% Citi PT $187, Barclays $190.

18. $MOD ~$261 | Avg PT ~$266.

Strong Buy; data center sales up 78% YoY pure-play liquid cooling with GLJ Research street-high $290 PT.

🔌 POWER DISTRIBUTION

19. $LR (Legrand) ~$150

European Buy consensus. Data center PDU and power distribution specialist; underowned by US investors.

♻️ RESHARE this list and make 1 comment, I'll share you the #1 BOTTLE NECK stock under $10 right now.

[Mark Smith @newman7712]

@itsmichaelluu @SuperLuckeee XOVR

[Mark Smith @newman7712]

@TradrNate Amen.

[Mark Smith @newman7712]

@TradrNate True, but we kill our own through abortion.

[Mark Smith @newman7712]

@TradrNate So does the programming and brainwashing in the USA as well

[Mark Smith @newman7712]

@GunOwners @USAttyPirro @FoxNews Commie scum

[Esther & Michael @SuperLuckeee]

SPY call options up 500%-1000% once we hit $700+

I'll DM you 3 more plays right now (if you missed our SPY swing)

1. Comment "bullish"
2. LIKE and REPOST this!
3. DO NOT SELL early

https://t.co/fOUqB32rY7

[Mark Smith @newman7712]

@SuperLuckeee Bullish

[Mark Smith @newman7712]

@KathleenWinche3 Thievin scum

[Mark Smith @newman7712]

@SuperLuckeee Quantum

[Mark Smith @newman7712]

@asmith1 1212

[Mark Smith @newman7712]

@stocktalkweekly WGO

[Mark Smith @newman7712]

@pulte Awesome !!!

[Mark Smith @newman7712]

@pulte Awesome!!

[Mark Smith @newman7712]

@SuperLuckeee I do

[Mark Smith @newman7712]

https://t.co/wuUxEaQCQA

[Mark Smith @newman7712]

@SuperLuckeee Help