Power & Construction Infrastructure

Build a basket spanning construction machinery, generating equipment, electricity production, and electrical infrastructure rather than betting solely on AI computing demand. Recent declines in equipment suppliers offer a potential entry point ahead of upcoming earnings, while established power production provides a different earnings driver. Capital-spending delays, fuel costs, and demanding equipment valuations remain meaningful risks. Launch basket (equal weight): GEV, CAT, VRT, BE, VST, ETN, PWR Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.