云开
2026.04.20 18:43

Every one! Every one is constantly hitting new highs!

So, NVIDIA's boss Huang is absolutely right:

"AI is not a technology, but the largest-scale infrastructure construction in human history!" And this century-defining, global infrastructure project has just begun.

LongPort - 云开
云开

$Caterpillar(CAT.US)

The "Shovel-Selling Army" is all set to take off!

$Vertiv(VRT.US)

$Quanta Services(PWR.US)

$Johnson Controls(JCI.US)

$Cummins(CMI.US)

$Eaton(ETN.US)

$Equinix(EQIX.US)

$Comfort Systems USA(FIX.US)

$GE Vernova(GEV.US)

$Nvent Electric(NVT.US)

$Hubbell Incorporated-B(HUBB.US)

$MYR(MYRG.US)

$Mastec(MTZ.US)

$EMCOR Grp(EME.US)

Wow!

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