IES Holdings (NASDAQ: IESC)
This week's investment idea is IESC, a Houston-based electrical components company that will realize outstanding growth throughout the next decade in their power transmission & data center businesses.
This week’s report covers a major investment thesis that ThePeachPit has been driving for the last 2 years since spinning up. As power transmission has found its way into the spotlight in recent years, exacerbated by the renaissance of AI/ML applications, the need for reliable power has never been greater. This has driven regions to increase coal use to supplement power needs as new natural gas facilities lag and public policy favors failing renewable energy sources. In a major public policy shift, as outlined in previous articles, governments are becoming more focused on emissions mitigation as opposed to power sources, which should bolster improved natural gas capacity in the coming years before nuclear power generation rolls out towards the end of the decade.
IES Holdings (NASDAQ: IESC)
IES Holdings Operations & Outlook
This week we discuss IES Holdings, a Houston, Texas-based firm that installs integrated electrical technology systems and provides infrastructure products & services a…
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