Author recommends three long ideas for 2026: AMSC, SMA Solar Technology, and Murata Manufacturing, all tied to grid infrastructure, renewables, and AI hardware demand.
AMSC — LONG The author argues AMSC is a buy because the grid is in an upgrade cycle driven by aging US infrastructure, renewables, and AI data centers, which creates demand for stabilization tech. He adds wind power recovery and defense/national security grid resilience as further catalysts. He identifies AMSC's superconducting systems and grid stabilization as exposure to this theme.
This will become juicy because:
-wind power comeback AMSC tech is baked into modern turbines
-defense + national security angle Grid resilience is now a military issue, and AMSC loves some defense contracts
S92.DE — LONG The author argues SMA Solar is mission-critical renewable-grid infrastructure whose inverters are the 'brains' of storage systems. He sees demand from the energy storage boom and from grid-forming inverter requirements as renewables replace fossil baseload. This is a structural long-term position.
This will become juicy because:
6981.T — LONG The author argues Murata is a Japanese sleeper giant with exposure to AI hardware scaling, rising EV electronics content, and data center power conditioning. High switching costs for engineers create stickiness. He expects significant component demand as these trends scale.
Why that’s a mistake? 🤖 AI hardware scaling = insane demand for Murata components 🚗 EV content per vehicle keeps rising 📡 Data centers need power conditioning at scale 🧱 Switching costs are REAL — engineers don’t just swap Murata out
This Reddit post, published January 10, 2026, features u/timecomesinwaves discussing AMSC, 6981.T, S92.DE. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/timecomesinwaves · Tickers: AMSC, 6981.T, S92.DE