$PLPC

Does he own it?

He states he assembled a small personal basket ("mini ETF") of grid-infra names that explicitly includes PLPC, and clarifies he doesn't own the others on his list. That is a first-person holding statement, though informal and with no size/weight disclosed, so PROBABLY rather than YES.

His thesis

PLPC is framed as a beneficiary of a US national energy emergency / Defense Production Act push to expand domestic grid manufacturing, specifically as an advanced-conductors supplier. He groups it with other transmission/grid names benefiting from federal funding and AI-driven power demand, expecting steady upside as a critical-infrastructure compounder rather than a parabolic growth story.

How his view evolved

Introduced as a DPA beneficiary and part of his self-built grid basket, then noted weeks later as performing decently alongside peers, though his analytical focus shifted toward his transformer favorite HPS.A.

Key points

• Cited as a domestic advanced-conductors play under the Defense Production Act grid push
• Included in his small personal basket of grid-infra names he says he holds
• Viewed as a steady infrastructure compounder, not a high-growth name

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $PLPC on X ↗