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14:00
Jun 19
Lee Ji-hwan CEO, Aurora Investment Advisory 3PRO TV (삼프로TV)
Buy power equipment on dips.
Power equipment is a leading sector alongside semiconductors, benefiting from strong institutional demand; a near-term pullback would present a buying opportunity.
PUI 1ST
MED
12:45
Jun 11
Grace Peters Head of Global Equities, J.P. Morgan Private Bank Bloomberg Markets
Power is big infrastructure super cycle play
Power generation is a major component of the infrastructure super cycle, encompassing both renewable and traditional sources. Strong capex growth is driven by AI energy demand, global fragmentation, and security issues.
PUI 1ST
MED
10:30
Apr 29
Kieran Cavanna Head of Content, CoinDesk Monetary Matters
US power and infrastructure grid spending
The US grid is aging, and electrification, onshoring of industrial production, and AI data center power demand are creating a mega infrastructure spending cycle. Old Farm owns power and infrastructure assets to capture this trend.
PUI 1ST
MED

About PUI Analyst Coverage

Buzzberg tracks PUI (Invesco Dorsey Wright Utilities Portfolio) across 3 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (100%). 3 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Ji-hwan, Grace Peters, Kieran Cavanna.