2026 High Conviction Idea - Capturing AI’s Energy Backbone: Eaton for Upside, Quanta for Defence

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⬆ Quanta Services - Eaton and Quanta Services capitalize on AI-driven energy demand, covering grid expansion and data-center power use for diversified exposure and resilience.

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/2026-high-conviction-idea-capturing-ai-s-energy-backbone-eaton-for-upside-quanta-for-defence?utm_source=tiger_community

By Suhas Reddy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/suhas-reddy?utm_source=tiger_community

On Quanta Services (PWR):- https://www.smartkarma.com/entities/quanta-services-inc?utm_source=tiger_community

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