Calls
12
#1975
Alpha Score 6.1
Chris Semenuk
Investment Partner, Tema ETFs
Win Rate
16.7%
return
-9.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 18
$128.43
-6.2%
The US needs a mammoth amount of high-voltage transmission reinvestment because the grid is outdated. Quanta Services is virtually the only contractor with its own skilled labor force for high-voltage projects, and American Electric Power has built 85–90% of the nation's high-voltage lines. Both are poised to win huge contracts.
Electric Utilities
Long
Jun 18
$727.50
-12.5%
The US needs a mammoth amount of high-voltage transmission reinvestment because the grid is outdated. Quanta Services is virtually the only contractor with its own skilled labor force for high-voltage projects, and American Electric Power has built 85–90% of the nation's high-voltage lines. Both are poised to win huge contracts.
Construction & Infrastructure
Long
Jun 18
$303.00
-38.9%
Powell Industries makes critical industrial circuit breakers. Historically serving oil & gas, it has recently expanded into utility and data center markets, announcing a large data center contract last quarter. This new demand could cause its earnings to double or triple over the next few years.
Grid Equipment
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Chris Semenuk has 12 trade ideas tracked on Buzzberg across 12 tickers since June 2026. Ranked #1975 on the Buzzberg Alpha leaderboard. Most covered: CAT, ETN, PWR.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
