Nexans' huge leverage to European grid spending makes its shares look too cheap for a company of its quality. The stock trades at roughly 13x consensus 2027 earnings and sold off with data-center infrastructure stocks despite AI accounting for under 5% of revenue. Management guides to positive single-digit growth into 2027, with large-project tendering picking up in the second half of 2027 through 2028. x.com  x.com 

Sterling Infrastructure's year-over-year backlog growth and CEC outlook strengthen its AI-campus case. At 18.5x forward adjusted EPS before earnings, the risk/reward looked attractive after management flagged softer Q3 awards and a possible sequential backlog decline. Results beat expectations: signed backlog reached $4.14B (+61% YoY), combined backlog $6.14B (+78%), and 2026 adjusted EPS guidance rose to $21.70-$21.96. CEC revenue could top $1B in 2026, with improving margins. x.com  x.com 

EnerSys is a good long-term pick because it will have the only large lithium plant in the US in 2028. A post the author replies to calls it a multi-bagger in the making that still trades at a low valuation. x.com 

2G Energy's growing orders and long service tail support its unusually cheap AI data-center power valuation. Nine-month 2026 orders exceed €880m, more than twice 2025 revenue; backlog runs into 2028 and service contracts last 15-20 years. Management first guided to €750-850m of revenue in 2028 and says units already sold could support over $100m in annual service revenue once running from mid-2027. At about 17x expected 2027 earnings, it looks cheapest in this space and is preferred to INNIO. … Show more

Eaton looks expensive against its earnings. The power management company trades at 41x trailing and 25x next year's earnings, while industrial equipment makers usually get 19x. Applying 19x to next year's estimated $16.07 a share, give or take 12%, gives fair value of $268.64-341.91, leaving the stock 18% above the top of that range. The read leans on forecasts, with forward earnings 64% above trailing, and is based on valuation levels only, with no fundamental work. x.com 

Durable demand makes these eight companies attractive at forward earnings multiples below their historical medians. Vistra has long power deals; ASML expects demand above capacity in 2027-28; GE Vernova's turbines are sold out through 2028. Eaton expects data-center deliveries from 2028. Waste Management leads garbage collection; American Tower has $23B in scheduled rent, Linde $64B in commitments, and BWX Technologies an $8.4B backlog backed by Navy demand. GE Vernova's multiple is still high. … Show more

Forgent Power Solutions is still one of the best growth stories in the market, and its post-earnings rally is the market catching up to an accelerating order book. Revenue grew 94%, and $1.5B of bookings in one quarter lifted book-to-bill to 3.3x. The $3.0B backlog covers all of fiscal 2027, whose guide of 76% revenue and 95% EPS growth is a floor after three straight beats of the top end. At $39 it trades at 29x forward earnings, a PEG of 0.3, while industrials growing 10% trade at 25x. x.com 

Forgent Power Solutions is the highest-upside energy infrastructure stock, a picks-and-shovels play on expanding and upgrading the electrical grid that could be worth $60+ versus about $38 today. @TrackNetWorth counters that grid connection delays will cap the upside before it reaches that target. x.com  x.com 

Power Solutions International's weak first half looks like a timing air pocket, not a deteriorating data center opportunity. Import data suggest it received about 20 large Weichai engines in August, multiples of its January-July total, consistent with management's view that 2H revenue will exceed 1H. At 1H margins, 2H EPS could be about $2, or $4 annualized, only 10-12x earnings. The Generac-Amazon deal validates the platform of Weichai, ~46% owner of PSIX, with US data center buyers. x.com 

Forgent Power Solutions is a fairly safe way to play AI without adding semiconductor exposure. It is growing nearly 100% year over year with half the lead times of competitors while expanding margins, and it is already EPS and free-cash-flow positive with both growing fast. Its recent offering was not dilutive, just an ownership-structure cleanup. It also received an upgrade. x.com  x.com  x.com