Energy Research
Grid modernisation, nuclear PPAs, datacenter power economics, and stranded-asset risk. Energy research at the intersection of the AI build-out and the capacity constraint.
Itron (ITRI): Energy Grid Modernization — Post-Blackout Thesis
BUY. Price $92.50, Target $138 (+49%). Iberian blackout triggers ENTSO-E grid modernization mandates. Itron's Resiliency Solutions (Urbint + Locusview), $4.5B backlog, 64% network endpoint share, and utility capex super-cycle positioning.
Read ReportEnergy Grid & Healthcare IT Sector Screen
Cross-sector screening: Energy Grid (FLNC, ITRI, STEM, NXT) and Healthcare IT (TEM, VCYT, PHR, PRVA). Cross-sector top-3 summary: PHR (#1), ITRI (#2), PRVA (#3). Portfolio construction for grid modernization and health digitization themes.
Read ReportDatacenter Real Estate Bubble: Hidden Systemic Risk
PRZC Research reveals the hidden systemic risk in the global datacenter real estate boom. Analysis exposes energy price contradictions, multi-bid power request failures, and stranded asset threats, drawing direct parallels to the 2008 crisis.
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