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Pythia Capital, No Brainer @PythiaR on x 62.3K followers
Created: 2025-07-24 17:17:01 UTC
The answer to my own Q is probably “the multiple” but $URI and $PWR and $GEV are all trading at peakish mults so it’s all a bet on revisions.
If your thesis really is mega projects, probably more revisions room in the things most exposed to them.
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Related Topics mega $pwr $uri stocks industrials quanta services $gev