Primorus Trade Call: Capitalizing on Energy Construction Bottlenecks

2 days ago

Joel Litman

"So, uh, Primorus, P R I M O R I S. Primorris. And you know, we don't have to make a bet on Nvidia. Like, everyone's saying, what would you do with Nvidia? I'm like, I don't know what I do with Nvidia, right? I mean, just there's so many people looking at. I'm not, I'm not saying it's good or bad. I'm just saying where do we have a better riskreward? We know where Nvidia is spending. We know where all the hyperscalers are spending on AI. And the bottleneck for AI is not chips. It's not not having enough chips. It's not having enough software engineers. I mean, yes, they're going to need to find them, but the real bottleneck is electricity. And you can't generate more electricity without construction. And so, Primorus is a construction engineering company that focuses specifically on energy and utility companies, meaning on building out electricity generation. And right now, that is the big bottleneck. And so as long as companies need that more electricity, this company which specializes in construction engineering, this is going to do very, very well. On top of that, yes, the stock has already doubled or more, and when we look at it, it also has uniform earnings numbers that are increasing and growing strong, I would say accelerating."

This trade call highlights Primorus as the stock to watch due to its focus on construction engineering for energy and utility companies. The speaker emphasizes that in a market where electricity generation is the bottleneck for AI and overall growth, Primorus has not only already doubled but also shows strong, accelerating uniform earnings momentum, making it an attractive risk/reward opportunity.

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