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Thesis

Transformers demand visibility very high, solid backlog, high market share of dry-type transformers. Compounding story at 2M timeframe.

By @aleabitoreddit · View post ↗
Original post text

$HPS.A is close is to a 2M timeframe. Transformers in the Sky are up 83.3% since. Bumblebee go brrr? But in all reality, transformers demand visibility is very high, solid backlog, high market share (of dry). Not exactly parabolic, but looks like a compelling compounder. https://t.co/bNGwjqfZ4M https://t.co/NkOSKHXXDo

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Created: 2026-05-29 18:34:34
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Updated: 2026-05-29T18:36:05.673908+00:00