Quanta Services: Positioning for a Multi-Year Reindustrialization Rally (Upgrade to Buy)
Quanta Services (PWR) sits squarely in front of a generational U.S. reindustrialization and data center power cycle. The company’s $44B backlog, diverse end markets, and strong free cash flow profile justify a tactical upgrade. This trade idea outlines a long trade with clear entry, stop, and target while laying out the valuation framing, catalysts…