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@PalmerSadlowski "Why I am OW $ET Energy Transfer LP 🧵 Its operations revolve around transporting storing energy natural gas crude oil & refined products. Over XX% of the US electricity is produced by Natural Gas -- $ET sits right in the middle of the value chain as the transporter"
X Link @PalmerSadlowski 2025-10-02T13:14Z XXX followers, XXX engagements

"Alerted $URNM on 9.3.25 at $51.00/sh -- today it has just eclipsed my target of $66.00/sh The initial breakout + flag played out perfectly to the intended target Congratulations to those who followed along"
X Link @PalmerSadlowski 2025-10-14T16:16Z XXX followers, XXX engagements

"$GNRC -- posted about this thematic a couple of weeks back. Sneaky play in the infrastructure space. Every data center will need high-wattage generators as compute cannot afford to lapse"
X Link @PalmerSadlowski 2025-10-14T18:44Z XXX followers, XXX engagements

"Staying in the 'picks & shovels' theme for energy/infra buildout let's take a look at $FLR 🧵 -- Focused on heavy industrial mega-projects LNG nuclear data centers etc -- Should benefit extensively from capex cycles in energy + digital infrastructure -- Monthly breakout"
X Link @PalmerSadlowski 2025-10-14T20:53Z XXX followers, XXX engagements

"Industrials name to keep an eye on: Generac $GNRC 🔋🔋 Shortage of large-scale generators = perfect storm with rising demand for backup power Recent Q2 call ".backlog for large MW generators rising globally" Over 1/2 factories domestic.skirt tariff bottlenecks"
X Link @PalmerSadlowski 2025-09-23T21:43Z XXX followers, XXX engagements

"Spoke on $UAMY a couple days back . up +25% since News of China tightening rare earth export controls for defense and semiconductor use -- making it ever more apparent that the United States needs $UAMY & their antimony mining"
X Link @PalmerSadlowski 2025-10-09T12:22Z XXX followers, 4091 engagements

"$VLO Valero continues its upward climb"
X Link @PalmerSadlowski 2025-09-26T14:01Z XXX followers, XXX engagements

"It's easy to see why refiners such as $VLO $DINO $PSX & $DK have been outperforming the SP500 YTD. At these margins via the 3-2-1 crack spread refiners are pumping profits . at $23.57/bbl of #crude"
X Link @PalmerSadlowski 2025-09-26T15:49Z XXX followers, XXX engagements

"Trade Idea -- $DUK Duke Energy Already OW electricity + power generation Duke Energy looks ripe to break past previous ATH of $XXXXXX . PRICE TARGET at $130.00+"
X Link @PalmerSadlowski 2025-09-24T13:56Z XXX followers, XXX engagements

"$XYL unique infrastructure play for Ai buildout. Every facet of these processes need water 💧 These partnerships will start to become common as water becomes an ever-more coveted commodity"
X Link @PalmerSadlowski 2025-09-10T11:43Z XXX followers, XXX engagements

"With an equal-weighted basket of refiners $VLO $MPC $PSX $CVI $DK & $DINO returning +50% YTD its easy to see why we remain OW distillates especially #heatingoil Refiners will continue to enjoy high oil product prices into XX & beyond as geopolitical risks rise"
X Link @PalmerSadlowski 2025-10-07T11:19Z XXX followers, XXX engagements

"$MTZ a leading infrastructure & construction firm specializing in energy & power generation. The technical setup shows a strong uptrend supported by consecutive bullish flag formations suggesting sustained momentum. 🎯-- $XXX and $XXX attractive at only $16b MC"
X Link @PalmerSadlowski 2025-10-14T19:00Z XXX followers, XX engagements

"Thoughts on the China x USA 'Trade Talk' a Ever evident that the constraint on AI has moved from GPUs to power & minerals b With China mining most minerals the AI capex buildout (which is a rising sign of US economic strength) becomes less "easy" to attain De-escalation"
X Link @PalmerSadlowski 2025-10-13T15:13Z XXX followers, XX engagements