Chris Smith gives some stock picks, including Rockwell Automation (ROK) and Williams (WMB). Chris thinks that manufacturing reshoring will “accelerate” names like ROK, noting the huge disparity in their revenue from abroad vs their North American revenue: “they earn effectively 20-30 times more” in North America than in Asia. On Williams, he expects a power shortage coming as more data centers drag on our already old and strained energy grid. He calls Williams the “premier” name in natural gas energy infrastructure. For similar reasons, he likes Vistra (VST).

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