BUY BWB - Business With Brian Convicción4/5 Calidad del análisis80/100 ahora
The YouTuber suggests IES Holdings for its electrical work in data centers, noting its communications segment's extraordinary growth and a 62% jump in total backlog. Its relatively smaller market cap of $12.6 billion allows for aggressive compounding if data center construction continues at its current pace, supported by 23% annual revenue growth and nearly tripled operating margin over five years.
“As long as that segment just keeps printing 35% plus, then hyperscaler demand is intact and the runway just extends.” — ▶ 01:03:55:00