Fellow Investor,

This won’t wait.

BloombergNEF just projected $185 trillion will move out of oil and into a single fuel source -

A fuel the International Energy Agency says holds 140 times the electricity the entire planet uses in a year.

Google has signed a 15-year deal for it.

Berkshire Hathaway wrote a check.

The Pentagon is backing it.

And on July 4th - America’s 250th birthday - the government is about to hand this energy source the biggest competitive advantage in modern history.

President Trump already cleared the path.

He killed subsidies for every other renewable.

Then reclassified this one alongside oil and nuclear.

Now a July 4th deadline is set to trigger a wave of capital I believe will send one small company soaring 1,000%… even 3,000%.

This is the same pattern I’ve been profiting from for 30 years.

A crisis creates a bottleneck...

The bottleneck creates a chokepoint...

The chokepoint creates a fortune.

That pattern led my readers to Palantir before it climbed up to 2,700%…

Allowed them to close 502% on Rocket Lab…

And see gains upwards of 686% on Meta.

Now I see the same setup - only bigger.

This could be the last great energy play of our lifetimes.

Get the full story - including the company name and ticker - before July 4th >>

“The Buck Stops Here,”
Kelly Maguire
Behind the Markets

Why nVent Could Be a Long-Term AI Infrastructure Winner

Author: Chris Markoch. Article Published: 6/24/2026.

When a stock is up more than 60% in just six months, it can trigger one of two emotions in investors. On the one hand, it can create FOMO (fear of missing out), which may cause investors to chase the stock higher.

The other emotion is fear, which may lead existing shareholders to sell.

This could be the situation with nVent Electric (NYSE: NVT). The London-based manufacturer produces electrical components and liquid cooling systems used inside data centers.

NVT is up 66% year to date, but recent analyst activity suggests there could be significant upside for the stock.

Part of the Modern-Day Gold Rush

As it turns out, data centers take a long time to build. That reality is one reason behind the volatility in the AI infrastructure trade. Investors bought many stocks tied to data centers in a manner that resembled a modern-day gold rush.

But the real lesson in this trade may be to move quickly, but not to rush. It’s important to be in these stocks, but there is still time. Many planned data center projects haven’t broken ground yet and won’t be completed in 2027, let alone 2026. This growth story has years to run.

That slow, steady approach applies to nVent. Energy is a major story relative to data centers. Specifically, the hardware needed to power AI models requires access to 24/7 power, and there still isn’t enough of it.

However, another energy issue is the heat-density problem created by modern AI and high-performance computing hardware. For example, many of the top AI accelerators in use today can draw 700W to 1,000W per chip. A single server rack full of them can pull 100kW or more. That exceeds the cooling capacity of traditional air-cooling systems.

This is why many hyperscalers are turning to liquid cooling solutions. Water conducts heat roughly 25 times more efficiently than air. That means far more heat can be removed from a much smaller space, which directly enables denser, more powerful server configurations.

The Sector Is Underpriced, But Not for Long

Investors who are aware of the liquid cooling story may point out that nVent competes with Vertiv (NYSE: VRT) in this space. That’s true, but the focus should be on the size of the pie, which can support more than one winner.

The liquid cooling market in 2026 is only projected to be valued at around $8.5 billion. However, that number is expected to grow to around $17.7 billion by 2030. That’s a compound annual growth rate (CAGR) of over 20%.

In its Q1 2026 earnings report, nVent showed why investors can believe there’s more growth ahead. The company delivered record revenue and earnings per share (EPS). More importantly, it reported a backlog that exceeded forecasts. That allowed it to raise its full-year guidance on both the top and bottom lines.

nVent Benefits From Long-Term AI Infrastructure Spending

The risk in the AI infrastructure story in 2026 comes back to timing. Specifically, is the AI infrastructure buildout an illusion, or is it a story that’s still in the early stages? Critics, and cynics, would say that a planned data center isn’t the same as a built one.

However, the earnings season just ended confirmed that hyperscalers continue to commit capital, and companies like nVent are showing that those dollars are translating into projects that are under construction.

Companies such as Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) aren’t going to commit billions of dollars and reduce their earnings and free cash flow on projects they don’t intend to see through. The current reality is that many businesses will demand the compute capacity to run AI across their operations.

That’s why analysts continue to raise their price targets. In June, analysts from Bernstein and Melius Research issued price targets of $218 and $214, respectively, for NVT. Both are well above the consensus price target of $189.50.

NVT Stock Pullback: Key Levels Investors Should Watch

NVT has been in a strong uptrend since early 2026, consistently trading above its 50-day moving average. That gap between the current price and the simple moving average (SMA) signals solid bullish momentum, with room to pull back before the trend is threatened.

The recent drop of more than 8% on a noticeable volume spike is the key event to watch. That kind of selling pressure warrants caution in the short term.

The RSI sits at 53.36, right in neutral territory, which in this case is constructive. It means NVT isn't oversold, but it also isn't overheated, leaving room to move in either direction.

Watch the $159–$160 SMA zone as the first meaningful support level on any continued weakness.