The US economy's underlying capacity to absorb shocks and reset is underappreciated; investors should lean into any pullbacks and buy US equities, as dire predictions consistently fail to materialize.
US solar stocks have been a hidden corner of the market that has performed very well and the trade is now becoming recognized, supported by the need for all energy sources, tariffs, and geopolitical factors.
There is a broader manufacturing and construction buildout beyond data centers, including foreign companies building plants and factory additions; reindustrialization is underway in the US.